Since September, shares in Vocus Communications (ASX: VOC) and TPG Telecom (ASX: TPM) have been savaged by the market. Margin pressure coupled by the possible entry of new competitors has led to a wave of selling. The upshot is that these telcos are now trading on seemingly attractive multiples. So, is it time to buy? Continue…

by Scott Shuttleworth Posted in Technology & Telecommunications.

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Privatisation of public health services is often met with fierce criticism (co-payments or ‘Mediscare’ anyone?). But positive feedback for Sydney’s Northern Beaches Hospital has allowed the NSW Government to push ahead with a hospital model that could benefit all stakeholders, including private healthcare operators. Continue…

by Ben MacNevin Posted in Health Care.

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by Roger Montgomery's Team Posted in Old Content.

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In this interview with Ross Greenwood, Roger looks ahead to 2017 and discusses the sectors and stocks that will generate the best returns.

by Roger Montgomery Posted in Radio.

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As we have noted before, the outlook for loan book growth is one of the main factors that drive the prospects for bank earnings growth. The issue for the banks – and investors in the sector – is that rates are more likely to rise in the medium to longer term, and this will put downward pressure on loan book growth.
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by Stuart Jackson Posted in Financial Services.

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Resource stocks have enjoyed a stellar year.  Anyone who invested in the sector at the start of the year is enjoying bumper returns, while those who did not are lagging badly.  It begs the question: should you invest more heavily in resources stocks?  Our short answer is “no”.  And here’s why. Continue…

by Tim Kelley Posted in Energy / Resources.

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As 2016 draws to a close Montgomery’s CEO David Buckland discusses some company updates, reflects on the Montgomery Global Fund’s performance and introduces a recent addition to the Montgomery team.

by David Buckland Posted in Video Insights.

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Humans are notoriously bad at picking turning points.  We tend to believe the future will look like the recent past.  That’s why so many investors make decisions about the future by looking in the rear view mirror.  However, I believe the best returns over the next few years will come from buying high quality, high growth companies – many of which are now at beaten-down prices.

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

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