ROGER MONTGOMERY Re-inventing the way you invest
menu
  • home
  • about
  • managed funds
  • skaffold software
  • value.able book
  • press
  • Contact Us
  • buy value.able book
  • invest with montgomery
  • about us
  • montgomery news

Subscribe now for access to exclusive insights & montgomery white pages

Subscribe

Topics

  • Companies
  • consumer discretionary
  • energy / resources
  • small caps
  • financial services
  • foreign currency
  • global markets
  • healthcare
  • it / telecommunications
  • manufacturing
  • market commentary
  • property
  • stocks we like
  • popular articles
  • educational articles
  • editor's pick
  • Polen Capital
  • Aura Credit Holdings

media library

  • upcoming appearances
  • tv appearances
  • radio
  • in the press
  • on the internet
  • white papers
  • video insights
  • podcast channel
  • montgomery small caps management video series
  • My Feed
  • My Library
  • Sign In
  • Subscribe
  • Search

  • Bond markets signal caution – time to pay attention READ HERE to learn more.

latest insights

  • recent
  • white papers
  • popular

watch recent videos

watch more videos
  • Retailers make hay while the sun shines

    Roger Montgomery
    February 15, 2017

    Furniture and appliance retailers, like JB Hi-Fi and Harvey Norman, are enjoying their best trading conditions in a decade, buoyed by low interest rates and a renovation boom.  Alas, these sunny conditions won’t last.  And there’s more for the retailers to worry about than rising interest rates putting a clamp on demand.  There’s also the small matter of Amazon setting up ‘down under’. Continue…

    by Roger Montgomery Posted in Consumer discretionary.
    • 8 Comments
    • save this article
    • 8
    • POSTED IN Consumer discretionary.
  • Protected: PROTECTED

    Roger Montgomery's Team
    February 14, 2017

    This post is password protected. To view it please enter your password below:

    by Roger Montgomery's Team Posted in Old Content.
    • Enter your password to view comments.
    • save this article
    • Enter your password to view comments.
    • POSTED IN Old Content.
  • IDP capitalises on global demand for a good education

    Stuart Jackson
    February 14, 2017

    IDP Education (ASX:IEL) is a provider of international student placement and English language testing services. It also owns English language schools in South East Asia and organises educational events and conferences. IDP’s strong result for the six months to December 2016 saw a spike in its share price, and confirmed our faith in this high quality business. Continue…

    by Stuart Jackson Posted in Companies.
    • 3 Comments
    • save this article
    • 3
    • POSTED IN Companies.
  • Has Italy’s economy hit crisis point?

    Scott Shuttleworth
    February 13, 2017

    These days, most investors looking beyond our shores are focused on the US. But the situation in Europe is also worth watching closely, particularly in Italy – the world’s eighth biggest economy – which appears to be in dire straits. Continue…

    by Scott Shuttleworth Posted in Global markets.
    • 1 Comments
    • save this article
    • 1
    • POSTED IN Global markets.
  • Discover how to value the best stocks and buy them for less than they’re worth.

    NOW FOR JUST $49.95

    buy now

    SUBSCRIBERS RECEIVE 20% OFF WHEN THEY SIGN UP

    “This is a book you simply must read.
    The very best investors in the world are “value” investors.”

    Ross Greenwood, Channel Nine, 2GB

  • Warning signs from China mean it’s time to check your exposure

    Roger Montgomery
    February 13, 2017

    When the Chinese government recently tightened capital controls to further reduce capital outflows, it sent a message to the world that all is not right with its currency. According to some analysts, China’s problems are big enough to seriously rattle global markets. For investors, it’s therefore time to check your portfolios for direct and indirect exposure to China and China-exposed businesses and industries.

    EXCLUSIVE CONTENT

    subscribe for free
    or sign in to access the article
    Subscribe Sign In
    Continue…

    by Roger Montgomery Posted in Global markets.
    • 10 Comments
    • save this article
    • 10
    • POSTED IN Global markets.
  • Trump delivers more bank dividends

    Roger Montgomery
    February 11, 2017

    If Trump is crafting a name for himself for anything beyond that for which his reputation already precedes him, it is the complete rejection of dogma.  He is literally turning established orthodoxy on its head and it looks like a letter written just over a week ago by U.S. Congressman Patrick McHenry, who serves on the House Financial Services Committee, to Fed Chair Janet Yellen may even turn Australian banks on their heads, emptying them of all their franking credits and returning much more capital back to shareholders. Continue…

    by Roger Montgomery Posted in Financial Services.
    • 4 Comments
    • save this article
    • 4
    • POSTED IN Financial Services.
  • MEDIA

    Money News 7.02.2017

    Roger Montgomery
    February 10, 2017

    In this interview with Ross Greenwood, Roger Montgomery discusses the threats to Australian retailers.

    by Roger Montgomery Posted in Radio.
    • LISTEN
    • save this article
    • POSTED IN Radio.
  • Genworth’s result points to increasing levels of stress in our highly geared economy

    Stuart Jackson
    February 10, 2017

    If you want to find more signs of stress in the Australian economy, then look no further than the recent result of Genworth (GMA:ASX), our largest mortgage insurer. In its announcement, GMA noted rising delinquencies, moderating economic conditions, and increasing underemployment. The result also signals that bad debt provisions may be a headwind for banks in FY18. Continue…

    by Stuart Jackson Posted in Companies.
    • save this article
    • POSTED IN Companies.
  • 429
  • 430
  • 431
  • 432
  • 433
  • 434
  • 435
  • Roger
    Montgomery
  • David
    Buckland
  • Dominic
    Rose
  • Gary
    Rollo
  • Alan
    Kwan
  • Sean
    Sequeira
  • Daniel
    Chan
  • Scott
    Phillips
  • Dean
    Curnow
  • Michael
    Gollagher
  • Toby
    Roberts
  • Brett
    Craig

Having delivered a superior track record of returns and capital preservation, investors also benefit from an emphasis on transparency and communication, and a dedication to long-term relationship.

  • THEMONTGOMERYFUND

    view fund details
  • AUSTRALIAN EAGLE TRUST LONG SHORT FUND

    view fund details
  • MONTGOMERYSMALL COMPANIESFUND

    view fund details
  • THE MONTGOMERY[PRIVATE]FUND

    view fund details
  • AURA PRIVATE CREDIT INCOME FUND

    view funds details
  • AURA CORE INCOME FUND

    view funds details
  • POLEN CAPITALGLOBALGROWTH FUND

    view fund details
  • POLEN CAPITALGLOBAL SMALL AND MID CAP FUND

    view fund details
invest with us Visit www.montinvest.com
Polen Capital Partnership Aura Group Partnership Australian Eagle Partnership

as seen in

  • Topics:
  • Companies
  • consumer discretionary
  • energy / resources
  • small caps
  • financial services
  • foreign currency
  • global markets
  • healthcare
  • it / telecommunications
  • manufacturing
  • market commentary
  • property
  • stocks we like
  • popular articles
  • educational articles
  • editor's pick
  • Polen Capital
  • Aura Credit Holdings
  • media library:
  • upcoming appearances
  • tv appearances
  • radio
  • in the press
  • on the internet
  • white papers
  • video insights
  • podcast channel
  • montgomery small caps management video series
subscribe
    • buy value.able book
    • invest with montgomery
    • about us
    • montgomery news
subscribe
Terms of use

as seen in

Sign in now to access exclusive subscriber-only content

Already subscribed? Sign in with Facebook or using the form below.

<>

Lost password?
Connect with:
Sign in with Facebook

Both existing and new subscribers can sign-in with Facebook. Click the button above and you will be prompted to link your existing subscription or create a new subscriber if you are a new visitor to our site.

Not already subscribed? Subscribe in seconds.

SUBSCRIBE FOR FULL ACCESS

SUBSCRIBE NOW TO ACCESS EXCLUSIVE ANALYSIS AND INSIGHTS

  • Strength indicator

  • By clicking submit, you agree to our Terms of Use and Privacy Policy.