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When directors sell, should you sell too?
Tim Kelley
February 9, 2017
When directors buy or sell shares in their company, most people believe they are sending a strong signal to the market about the firm’s prospects. But how strong is the correlation between director trades and share price movements? And should you buy or sell because a director has too? We did some research to get closer to the truth. Continue…
by Tim Kelley Posted in Investing Education.
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How ‘hot’ Chinese money is fuelling our property bubble
Roger Montgomery
February 8, 2017
Lately, we’ve seen an increasing number of media articles about how Chinese ‘investors’ are snapping up our real estate assets – and, in so doing, pushing prices beyond the reach of many Australians. How do they do it? Here’s the answer, direct from the South China Morning Post… Continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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It’s getting tougher out there for our retailers
David Buckland
February 8, 2017
Ask most retailers, and they’ll tell you it’s a tough, competitive environment out there. Recently, we’ve seen a number of established businesses hit the wall, under the twin assaults of online shopping and the entry of international brands. The bad news is: it’s not about to get any easier. Continue…
by David Buckland Posted in Consumer discretionary.
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MEDIA
Switzer TV
Roger Montgomery
February 8, 2017
In this interview with Peter Switzer Roger Montgomery discusses the Trump presidency and some good businesses that have performed poorly in the last few months. Are they now presenting great value?
by Roger Montgomery Posted in Talks.
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Mr Turnbull, it’s time we stopped selling off the farm
Roger Montgomery
February 7, 2017
Malcolm Turnbull is rumoured to be very concerned about Australia losing its coveted AAA credit rating. Politically, it would be a terrible look were it to occur on his watch. Our shaky credit rating reflects the failure of successive governments to deal with our most pressing economic issue – the Balance of Payments Current Account Deficit. And I don’t see things changing soon. Continue…
by Roger Montgomery Posted in Market commentary.
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How competing firms can prosper by solving the Prisoner’s Dilemma
Scott Shuttleworth
February 7, 2017
The Prisoner’s Dilemma provides a framework for understanding how to strike a balance between competition and cooperation. It’s possible for rival firms in a competitive market to solve the Prisoner’s Dilemma, without collusion, and for their mutual benefit. Let’s look at how it can be done. Continue…
by Scott Shuttleworth Posted in Market commentary.
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To BHP or not to BHP?
Roger Montgomery
February 7, 2017
In this video insight we explain the recent period of under performance of The Montgomery Fund. Why has the index surged ahead and can this continue?
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Watch out for the market disruptors
Lisa Fedorenko
February 6, 2017
In our globalised, high-tech world, market disruptors – like Aldi, Amazon and artificial intelligence – are coming faster than ever before. Disruptors can have a massive impact – positive and negative – on holdings in your portfolio. Which is why, as investors, it’s essential to stay tuned to what could be next. Continue…
by Lisa Fedorenko Posted in Market commentary.
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