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  • A Valuable Treatment

    Ben MacNevin
    June 23, 2017

    Resmed was the first company under my coverage when I joined Montgomery and I’ve thoroughly enjoyed following the company for five years. Over this time, I’ve always been fascinated by the treatment of sleep apnea, and it’s helped shape my understanding of an important investing principle: To generate value, you don’t need to solve a problem, you just need to provide a solution that’s materially better than your competitors. Continue…

    by Ben MacNevin Posted in Companies.
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  • What Amazon’s Whole Foods buy means for Aussie retailers

    Stuart Jackson
    June 23, 2017

    Probably the biggest story of late was Amazon’s announcement that it would acquire the high-end grocery chain, Whole Foods, for US$13.7bn. The purchase is a significant step-up in Amazon’s assault on traditional grocery retailers. With the U.S. behemoth about to set foot on our shores, should Coles and Woolworths be even more alarmed? Continue…

    by Stuart Jackson Posted in Companies.
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  • Protected: PROTECTED

    Roger Montgomery's Team
    June 22, 2017

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  • The grocery duopoly has its challenges, but is it in the share price?

    Scott Shuttleworth
    June 22, 2017

    On 7 June, Wesfarmers held its strategy day. Two weeks on, we are hearing echoes from what was formally a very rational duopoly.

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    by Scott Shuttleworth Posted in Companies.
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  • Discover how to value the best stocks and buy them for less than they’re worth.

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    “This is a book you simply must read.
    The very best investors in the world are “value” investors.”

    Ross Greenwood, Channel Nine, 2GB

  • MEDIA

    Money News 20.06.2017

    David Buckland
    June 21, 2017

    David Buckland was on Money News where he discusses Amazon moving into a wide range of areas, including their wholefood acquisition and how this changes the market.

    by David Buckland Posted in Radio.
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  • Keeping you Sharp

    Tim Kelley
    June 21, 2017

    Something a little different today. Finish that cup of coffee, and let’s do a few mental push ups to get the blood flowing around the grey matter. Continue…

    by Tim Kelley Posted in Insightful Insights.
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  • Are share prices over extended and due for a fall?

    Roger Montgomery
    June 20, 2017

    In this week’s video insight Roger discusses why fund managers may currently have maximum cash in balance sheets or portfolios and how correction in share prices might be short lived, as the cash is freely available to purchase stocks which limits the extent of a market decline.

    by Roger Montgomery Posted in Editor's Pick, Video Insights.
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  • Moody’s cut the credit rating of four of the biggest banks

    Roger Montgomery
    June 20, 2017

    We were interested by the overnight news that Australia’s four biggest banks have had their long-term credit rating downgraded. Downgraded rating = higher funding costs = higher mortgage rates = mortgage stress? Continue…

    by Roger Montgomery Posted in Financial Services.
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