If the current market is shaking your confidence, don’t worry – you’re not alone.  Right now we’re seeing many lower quality businesses being bid higher, while high quality businesses are getting hammered.  Is this a rare opportunity to take advantage of mis-priced securities?  We think so, provided you’re willing to ignore market noise and think longer term.
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by Tim Kelley Posted in Market commentary.

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by Roger Montgomery's Team Posted in Old Content.

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These highlights from Your Money Your Call, broadcast on Sky Business feature Montgomery CIO Roger Montgomery.

by Roger Montgomery Posted in TV Appearances.

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In this article published in The Australian, Roger cautions that rising bond rates will come at a time when highly geared property owners can least afford it. Read here.

by Roger Montgomery Posted in In the Press.

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Monodelphous Group Limited (ASX: MND) is the bellwether company for the Australian resource service sector.  After seeing the MND share price decline 80 per cent from $28.50 to $5.50 in the three years to early-2016, it has more than doubled this year, indicating investors appetite to switch into cyclical stocks as the expectation for resource projects proceeding has increased with the recovery in commodity prices. Continue…

by David Buckland Posted in Energy / Resources.

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For most of 2016, we have warned investors about the dangers of accepting historically low bond rates as the ‘new normal’. The reality is that US 10-year rates lower than at any time since George Washington was sworn in as the first President of the United States is anything but normal.

by Roger Montgomery Posted in Market commentary.

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by Roger Montgomery's Team Posted in Old Content.

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We understand many investors have been watching the recent share price action of Vita Group closely.  Many have expressed dismay at the slump following ‘news’ that Telstra was renegotiating its terms with its licencees – something that Telstra does every quarter and ‘more than 50 times’ with VTG. Continue…

by Roger Montgomery Posted in Companies.

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