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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.
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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.
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MEDIA
Reporting season wrap
Roger Montgomery
August 23, 2016
In this interview with Ross Greenwood, Roger talks about some winners and losers from the recent profit reporting season.
by Roger Montgomery Posted in Radio.
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Can JB Hi-FI Grab a Bargain at The Good Guys?
Ben MacNevin
August 22, 2016
JB Hi-Fi has made no secret of its desire to snap up The Good Guys. The fact that its share price is trading at a premium to consensus suggests it will not only bid successfully for The Good Guys, but get it for a good price too. But big questions hang over both the success of the bid, and what price they will pay. Continue…
by Ben MacNevin Posted in Companies, Consumer discretionary.
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How good a guide is guidance?
Roger Montgomery
August 22, 2016
How often have we read or heard that a listed company has missed guidance? Ahead of the upcoming 2016 reporting season, I have been thinking about whether guidance is helpful or not and have been encouraged by recent developments. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Are there exciting opportunities in today’s market?
Roger Montgomery
August 20, 2016
Steve Johnson from Forager Funds and Stuart Jackson from Montgomery Investment Management explore the current valuations on the ASX.
by Roger Montgomery Posted in TV Appearances.
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