Our investment style is focused around value and quality, which are concepts that work well over long stretches of time, but can have very mixed performance over shorter periods of time. This week we discuss the materials and healthcare sectors.

by Tim Kelley Posted in Video Insights.

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Have you noticed how many cranes are piercing the skyline? Rider Levett Bucknall’s Crane Index reports there are now 663 cranes across Australia’s capital cities – mostly involved in home building. Continue…

by Roger Montgomery Posted in Property.

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by Roger Montgomery's Team Posted in Old Content.

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by Roger Montgomery's Team Posted in Old Content.

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Arguably the greatest risk to investors today is an underappreciation of how significant a change in bond interest rates will be on the market prices of every asset from shares, to property to collectible licence plates. Continue…

by Roger Montgomery Posted in Editor's Pick, Whitepapers.

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At the end of August we provided some brief comments on the FY16 results of Sirtex Medical Limited (ASX:SRX).  At the time, we noted that SRX should be on the radar of every value investor.  We continue to hold that view, and are happy to share our most recent thoughts on the variables we consider when evaluating the business.

by Scott Shuttleworth Posted in Companies.

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The warnings of an impending financial crisis are starting to come in from all corners.  So, maybe they’re worth listening to.  If the warnings materialise, Australia looks to be lining up for something much worse than anyone is anticipating, and we may not escape quite as easily as we did during the GFC. Continue…

by Roger Montgomery Posted in Market commentary.

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by Roger Montgomery's Team Posted in Old Content.

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