Check out my latest article for the Australian on Market volatility and the unbottling of ‘turning points’ READ HERE
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Are airlines now extraordinary businesses?
Roger Montgomery
November 16, 2016
Warren Buffett is famous for his quips about the folly of investing in airlines, and once labeled the sector a ‘death trap’ for investors. But now he has changed his tune. What could have prompted this? And does it mean that airlines are now an extraordinary investment? Continue…
by Roger Montgomery Posted in Market commentary.
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MEDIA
Long bond rates
Roger Montgomery
November 16, 2016
In this interview with Ross Greenwood, Roger discusses an interest rate rising cycle, a Trump presidency and long bond rates.
by Roger Montgomery Posted in Radio.
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The Four Horseman of the Apocalypse: 16 November 2016
Roger Montgomery
November 16, 2016
According to the authors Carmen Reinhart and Kenneth Rogoff, the study of eight centuries of financial crises reveals a standard and repeating set of leading indicators to a financial crisis.
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Despite massive reserves, Australia may need to import natural gas
Ben MacNevin
November 15, 2016
Three years ago, AGL Energy warned of the dramatic imbalance between Australia’s LNG export commitments and inadequate domestic supply. Today, AGL is assessing the merits of building a gas import facility. That’s right. Australia, with some of the world’s largest natural gas reserves, may soon need to import gas for domestic consumption. How has it come to this? Continue…
by Ben MacNevin Posted in Energy / Resources.
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Value emerges when you least expect it
Roger Montgomery
November 15, 2016
As any adherent to professional value investing will attest, the practice in Australia has been challenging in 2016. For a length of time that we’d prefer not to dwell on, we have rued the broad lack of opportunities. As a result, Montgomery portfolios have not been fully invested, even as our funds have grown.
Continue…by Roger Montgomery Posted in Health Care.
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What Do Trades by Insiders Tell us?
Tim Kelley
November 14, 2016
Most days you’ll see a company announcement about a director either cutting or boosting their shareholding. These transactions often raise eyebrows. After all, they must know something that we don’t, right? So, should you sell when they sell, and buy when they buy? Continue…
by Tim Kelley Posted in Market commentary.
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Don’t believe the Trump alarmists – the sky is not falling
Roger Montgomery
November 14, 2016
In the wake of Donald Trump’s victory, I’ve been hearing a lot of Chicken Little-like fretting about what it means for stock markets and portfolios. That’s fair enough because, to quote the legendary Sam Cooke, it looks like a massive change is gonna come. So, as investors, how concerned should we be, and what should we be doing to preserve our wealth? Continue…
by Roger Montgomery Posted in Market commentary.
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