Professional Planner published an article announcing that Zenith Investment Partners has initiated coverage of the Montgomery global range of funds and awarded each a ‘Recommended’ rating. Read here.

by Roger Montgomery Posted in On the Internet.

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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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