When we assess whether or not to invest in a company, we ask: is it an extraordinary business, is management shareholder oriented, and is it trading at an attractive price. The recent announcement by Murray Goulburn (ASX:MGC) shows the downside when management is not shareholder oriented. Continue…

by Stuart Jackson Posted in Companies.

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In our continued search for places to deploy capital, we recently reviewed the listed supermarkets and asked: ‘Are supermarkets trading at a discount to intrinsic value?’ After all, since mid-2014, the Wesfarmers (ASX:WES) share price has barely moved, while Woolworths’ (ASX: WOW) has fallen sharply. Our analysis threw up some interesting findings. Continue…

by Scott Shuttleworth Posted in Companies.

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In this interview with Ross Greenwood, Roger Montgomery discusses the current interest rate environment and the risk of borrowing money in a boom.

by Roger Montgomery Posted in Radio.

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by Roger Montgomery's Team Posted in Old Content.

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Have you ever wondered why Australia has no listed residential REITs (real estate investment trusts)?  The simple answer is that they would offer poor returns.  And, these days, the returns would be worse than ever.  But the good news for would-be buyers is that the property price bubble could be about to end. Continue…

by Roger Montgomery Posted in Editor's Pick, Property.

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In this video insight CEO David Buckland discusses the extraordinary network platform businesses owned by Montgomery Global, including Playtech, Alibaba, Tencent, Apple and Facebook.

by David Buckland Posted in Video Insights.

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Warren Buffett once wrote that “cash is a bad investment over time.  But you always want to have enough so that nobody else can determine your future.”  We agree.  And with most investors having migrated away from cash, we see some good reasons why holding more looks like a good idea right now.

by Roger Montgomery Posted in Editor's Pick, Market commentary.

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by Roger Montgomery's Team Posted in Old Content.

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