This Christmas, give your loved ones financial intelligence. Buy two copies of Value.able for the price of one this Christmas. Discount code: XMAS24 BUY NOW
-
Has GEM learnt lessons from ABC?
Roger Montgomery
August 26, 2016
Childcare operator, G8 Education (ASX: GEM), recently reported its first half 2016 results, and they were not inspiring. EBIT margins are deteriorating under the weight of rising wages and corporate overheads. We don’t yet see it as a repeat of the ABC Learning disaster, but we are keeping our eyes peeled. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
- 9 Comments
- save this article
- 9
- POSTED IN Companies, Editor's Pick.
-
Sirtex goes from strength to strength
Scott Shuttleworth
August 26, 2016
Sirtex Medical (ASX: SRX) has just reported its FY16 results, and they were pleasing on every metric. We recently commented on the firm’s sales growth which the market took the news badly and subsequently the price of the firm’s shares fell. Continue…
by Scott Shuttleworth Posted in Health Care.
- 13 Comments
- save this article
- 13
- POSTED IN Health Care.
-
Cheap money is a signal that all is not well
David Buckland
August 25, 2016
With interest rates now at an all-time low, government bond markets have been perverted from a risk-free rate of return to a return-free rate of risk. This has never happened before. So how will it play out? The worrying answer is: nobody knows. Continue…
by David Buckland Posted in Global markets.
- 7 Comments
- save this article
- 7
- POSTED IN Global markets.
-
MEDIA
Red flags fly as lessons from early learning re-emerge
Roger Montgomery
August 25, 2016
In this column published in the Herald Sun, Roger discusses G8 Education (GEM) and the recently reported first-half 2016 results. Read here.
by Roger Montgomery Posted in In the Press.
- READ
- save this article
- POSTED IN In the Press.
-
Discover how to value the best stocks and buy them for less than they’re worth.
NOW FOR JUST $49.95
buy nowSUBSCRIBERS 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.” -
MEDIA
Your Money Your Call
David Buckland
August 25, 2016
In this episode of Your Money Your Call David Buckland joins the panel.
by David Buckland Posted in TV Appearances.
- save this article
- POSTED IN TV Appearances.
-
It’s time to stop running with the herd
Roger Montgomery
August 24, 2016
With low interest rates prompting so many investors to stampede into high dividend-paying stocks, it appears we are re-living the exuberance of the dotcom era. But ultra-low rates aren’t normal, and as rational investors we need to avoid the pitfalls of herd mentality. Continue…
by Roger Montgomery Posted in Market commentary.
- 17 Comments
- save this article
- 17
- POSTED IN Market commentary.
-
Why rational investing requires a long-term view
Tim Kelley
August 24, 2016
Let’s do something in honour of Rational Decision Day[1] today, and try to advance the cause of sound investment decision making. Continue…
by Tim Kelley Posted in Investing Education.
- 3 Comments
- save this article
- 3
- POSTED IN Investing Education.
-
BHP’s investment lessons
Roger Montgomery
August 23, 2016
BHP is arguably one of the companies listed on the Australian stock market that can best illustrate two very different approaches to investing in the stock market. Continue…
by Roger Montgomery Posted in Companies.
- 5 Comments
- save this article
- 5
- POSTED IN Companies.
