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We’d like to sing the praises of Chorus Limited
Tim Kelley
September 12, 2016
One investment that has served us well over the past year is a holding in Chorus Limited (ASX: CNU) – the owner of New Zealand’s copper telecommunications network, and a major player in the construction of New Zealand’s Ultrafast Broadband Project – New Zealand’s equivalent of the NBN. Continue…
by Tim Kelley Posted in Companies.
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POSTED IN Companies.TaggedChorus (CNU)
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Montgomery Alpha Plus Fund
Roger Montgomery
September 9, 2016
In this video Roger Montgomery explains how The Fund works and how we aim to generate a long-term return of 6-8% above cash through all market conditions.
by Roger Montgomery Posted in Montgomery News and Updates, Video Insights.
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Switzer TV
Roger Montgomery
September 8, 2016
In this interview with Peter Switzer Roger Montgomery discusses some winners from the recent reporting season, guidance and investing in annuities.
by Roger Montgomery Posted in TV Appearances.
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The rise of the minor parties is a signal that everything has changed
David Buckland
September 8, 2016
Australia in the 1950s was cricket in the backyard under the hills hoist, and those political parties other than the ALP and the Coalition received 5 per cent of the national vote. Continue…
by David Buckland Posted in Market commentary.
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Why you need to know the difference between target price and intrinsic value
Ben MacNevin
September 8, 2016
Analysts at investment banks and broking firms regularly issue a Target Price for the companies they follow. At Montgomery, we prefer to look at the Intrinsic Value of a business. There’s a key difference between the two metrics, which some investors may not understand. Continue…
by Ben MacNevin Posted in Investing Education.
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What to make of reporting season
Stuart Jackson
September 7, 2016
As detailed in one of our blogs in late July, the confession season had been relatively sparse this year. This set the market up for greater levels of earnings surprise than in previous years, and this is exactly what the reporting season delivered. Continue…
by Stuart Jackson Posted in Market commentary.
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