Should you invest in gold? WATCH NOW to compare the bull and bear perspectives
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What does business quality mean for long-term returns?
Tim Kelley
April 26, 2017
Today Tim Kelley discusses business quality – what it is, why we focus on it, and what it means for long-term investment returns.
by Tim Kelley Posted in Video Insights.
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The news looks good, so why have Sirtex shares been dumped?
Scott Shuttleworth
April 25, 2017
Over the weekend, the results were released of a trial comparing the efficacy of two treatments for late stage liver cancer. The treatments were SIRT, pioneered by Australian biotech, Sirtex, versus Sorafenib. The results were generally positive for SIRT. So why has the market responded so harshly?
Continue…by Scott Shuttleworth Posted in Editor's Pick, Health Care.
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Why the trend can (often) be your friend
Tim Kelley
April 21, 2017
At Montgomery Investment Management, our philosophy is based on owning businesses with future cash flows that are expected to be large compared with their market value. Fundamental analysis is not the only way to think about equities, but it has a strong intuitive appeal, sound theoretical underpinnings, and has been applied to good effect by a number of very successful investors over the years. Continue…
by Tim Kelley Posted in Market commentary.
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Do our pollies have a vested interest in keeping the property bubble inflating?
Andreas Lundberg
April 21, 2017
In the last month or so, we’ve seen a big surge in news articles and commentary about Sydney and Melbourne’s housing bubbles. But to the consternation of many people, there has been a reluctance by our politicians to introduce meaningful reforms. Could the reason be that they are among the nation’s most aggressive property investors? Continue…
by Andreas Lundberg Posted in Property.
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