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Why we continue to like Challenger
Roger Montgomery
February 20, 2017
Challenger Financial Group (ASX:CGF) has over $60b in assets, commands the leading market position in annuities, and has a growth profile that should be supported by a rising tide of superannuation assets. We like the business – it’s one of Montgomery’s larger positions. Our views were confirmed this week, when Challenger presented its interim results.
Continue…by Roger Montgomery Posted in Companies, Editor's Pick.
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Value investing giant, Seth Klarman, issues a warning to all investors
Roger Montgomery
February 16, 2017
Seth Klarman’s Baupost Group is the world’s 11th largest hedge fund. And Klarman, a renowned value investor, has sometimes been compared to Warren Buffett. So when he offers his analysis, it’s worth reading. Which is why we’re pleased to bring you excerpts from Klarman’s latest investor letter. Continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education.
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MEDIA
Money News 14.02.2017
Roger Montgomery
February 16, 2017
In this interview with Ross Greenwood, Roger Montgomery discusses some results from the current reporting season including Challenger and BWX.
by Roger Montgomery Posted in Editor's Pick, Radio.
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A quick review of reporting season
Tim Kelley
February 15, 2017
If we look at the overall market, the ASX200 Index is up close to 3% in the first two weeks of February, so across the overall market, the news so far appears to be pretty good. In this video Portfolio Manager Tim Kelley discusses a few stocks held in The Montgomery Fund.
by Tim Kelley Posted in Editor's Pick, Video Insights.
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Retailers make hay while the sun shines
Roger Montgomery
February 15, 2017
Furniture and appliance retailers, like JB Hi-Fi and Harvey Norman, are enjoying their best trading conditions in a decade, buoyed by low interest rates and a renovation boom. Alas, these sunny conditions won’t last. And there’s more for the retailers to worry about than rising interest rates putting a clamp on demand. There’s also the small matter of Amazon setting up ‘down under’. Continue…
by Roger Montgomery Posted in Consumer discretionary.
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