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  • Welcome to NSW, a province of Canada

    Roger Montgomery
    June 14, 2017

    In August 2016, fed up with a glut of apartments sitting vacant because overseas owners weren’t renting them out, the city of Vancouver, in the province of British Columbia, implemented a 15 per cent foreign investor tax rate. The law added almost $300,000 to the price of a $2 million property. Toronto has since also joined Vancouver by imposing a 15 per cent tax on foreign investors.

    Continue…

    by Roger Montgomery Posted in Editor's Pick, Property.
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    • POSTED IN Editor's Pick, Property.
  • Protected: PROTECTED

    Roger Montgomery's Team
    June 13, 2017

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  • We introduce the ‘smashed avocado’ index

    Scott Shuttleworth
    June 13, 2017

    Last October, demographer and author Bernard Salt wrote that millennial hipsters should spend less on ‘smashed avocado and crumbled feta’ and more on saving for a home deposit. His comment sparked a furious cross-generational debate – the idea that millennials can’t afford to buy a home simply because they spend too much on brekky appeared ludicrous. Continue…

    by Scott Shuttleworth Posted in Editor's Pick, Property.
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    • POSTED IN Editor's Pick, Property.
  • Borrowers hit again

    Roger Montgomery
    June 10, 2017

    The following table reveals the financial stress on interest only mortgagors is mounting. Continue…

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

    SKY BUSINESS: SWITZER TV FEATURING ROGER MONTGOMERY

    Roger Montgomery
    June 9, 2017

    Roger Montgomery joins Marty Switzer on Switzer TV for a look at his views on the market, investing and domestic issues due to the oversupply of apartments.

    by Roger Montgomery Posted in TV Appearances.
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    • POSTED IN TV Appearances.
  • Two companies benefiting from strong demographic trends

    Andreas Lundberg
    June 9, 2017

    We like to invest in businesses with products and services where the underlying demand is strong and predictable. And when it comes to predictability, there are few things as certain as demographic trends. Today, I’d like to highlight two companies – Resmed (RMD) and Fisher & Paykel Healthcare (FPH) – that are taking advantage of strong demographic trends. Continue…

    by Andreas Lundberg Posted in Companies.
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  • Fast facts about super

    Roger Montgomery
    June 8, 2017

    Did you know that Australia is the fourth largest holder of pension fund assets in the world?  It’s a staggering achievement, given that the idea of universal super for the whole workforce only began in 1983. Here are some fascinating facts about the current state of play. Continue…

    by Roger Montgomery Posted in Insightful Insights.
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    • POSTED IN Insightful Insights.
  • Wrapping up Vita Group

    David Buckland
    June 8, 2017

    Today’s blog will most likely be our final with respect to Vita Group Limited (ASX: VTG). In a portfolio of 20-30 companies, we will make mistakes – and VTG is, in absolute terms, one of our larger ones. Importantly, despite this loss and others The Montgomery Fund has outperformed over the long term. We also maintain a continued focus on where and why we erred. Continue…

    by David Buckland Posted in Companies, Editor's Pick, Technology & Telecommunications.
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    • POSTED IN Companies, Editor's Pick, Technology & Telecommunications.
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