How has it come to this? The Australian Energy Market Operator has just released its 2017 Gas Statement of Opportunities. It makes sobering reading, with warnings of a looming gas or electricity shortfall in eastern Australia. The nation is demanding solutions, but how long will it take, we wonder, for political debate to turn into action? Continue…

by Ben MacNevin Posted in Energy / Resources.

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As we’ve regularly noted in our blogs, we believe the residential property market, particularly in the major cities, is overheated and due for a correction.  And it’s not just rising debt levels that have us concerned. Continue…

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

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Following our earlier comments on the Isentia (ASX:ISD) result, we have now met with management, of Isentia as well as major competitor, Meltwater, and formed a view on our holding.  Our view may change as new information comes to hand over time, but for the time being we have settled a position, and can outline our decision and rationale. Continue…

by Tim Kelley Posted in Companies, Editor's Pick.

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An article by Duncan Hughes in today’s Australian Financial Review entitled “Off the plan apartments prone to 30 per cent falls” discusses the need for buyer caution. Continue…

by David Buckland Posted in Property.

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One of the unpleasant realities of equity market investing is that, from time to time, a portfolio company will deliver disappointing news and suffer a rapid and dramatic decline in market value. These “torpedo stocks” are not only psychologically painful, but can also impact significantly on returns. It is sometimes said that the secret to outperformance is less about finding the big winners, and more about steering clear of the big losers. Continue…

by Tim Kelley Posted in Editor's Pick, Market commentary, Montgomery News and Updates.

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Seek is a high quality business that has been a core part of our portfolio for a few years. We like Seek for a number of reasons. These include its dominant market position and its ability to pull the pricing power lever. The company lived up to our expectations when it recently delivered its HY17 results. Continue…

by Stuart Jackson Posted in Companies.

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In this interview with Peter Switzer Roger Montgomery compares BHP and REA Group. He also discusses iSentia’s share price.

by Roger Montgomery Posted in TV Appearances.

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by Roger Montgomery's Team Posted in Old Content.

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