Should you invest in gold? WATCH NOW to compare the bull and bear perspectives
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We banked on it
Roger Montgomery
June 5, 2017
Back in January this year, The Montgomery Global Fund’s Portfolio Manager, and CIO for Montaka Global Fund, Andy Macken wrote a blog here warning investors about the quality of Bendigo and Adelaide Bank’s (ASX:BEN) earnings. Continue…
by Roger Montgomery Posted in Editor's Pick, Financial Services, Global markets, Insightful Insights, Investing Education.
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In short, value is difficult to find
Roger Montgomery
June 5, 2017
Asset prices across all investment classes are at record highs, including and perhaps especially assets that produce no income. Continue…
by Roger Montgomery Posted in Market commentary.
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Is it time to head for the exits?
Tim Kelley
June 2, 2017
Altair Asset Management made headlines this week with its decision to liquidate its portfolios, reasoning that it intends to avoid a market crash. Altair’s bold move came in the midst of a growing media focus on the extent of overvaluation – and potential risk – in asset markets, including equities, property and collectibles. Continue…
by Tim Kelley Posted in Market commentary.
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Why we continue to put Vocus on hold
Scott Shuttleworth
June 1, 2017
Just 12 months ago, Vocus Group (ASX: VOC) soared above $9. Unfortunately, for investors who held on (happily not us – we sold out near the top) that was as good as it got. The telco’s share price has since plunged to around $3, which prompted us to re-evaluate the business. What we found failed to give us a buzz. Continue…
by Scott Shuttleworth Posted in Technology & Telecommunications.
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Why you should use more than one metric when valuing a company
Lisa Fedorenko
June 1, 2017
When considering companies to invest in, there are a range of valuation techniques you can choose from. Each has its own flavour – its unique merits and pitfalls. But which one to use? Or should you use more than one? Continue…
by Lisa Fedorenko Posted in Investing Education.
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MEDIA
Money News 30.05.2017
Roger Montgomery
May 31, 2017
In this interview with Ross Greenwood, Roger Montgomery discusses the philosophy of investment management and the different ways funds can be set up.
by Roger Montgomery Posted in Radio.
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Is a tsunami about to hit Aussie retailers?
Andreas Lundberg
May 31, 2017
In April, Amazon sent a wave of fear through retailers when it confirmed its intention to launch in Australia. Leading retailer, Gerry Harvey, described Amazon as the “Attila the Hun” of the retail world. To be sure, Amazon’s arrival will pose a massive threat. But there are other challenges on the horizon for retailers – and investors. Continue…
by Andreas Lundberg Posted in Consumer discretionary.
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