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How good a guide is guidance?
Roger Montgomery
August 18, 2016
In this article for Cuffelinks, Roger discusses whether reporting season guidance is helpful or not. Read here.
by Roger Montgomery Posted in On the Internet.
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Buy Hold Sell – Where’s the value?
Roger Montgomery
August 18, 2016
Growth is in vogue but its not cheap and not that easy to find. In this episode of Buy Hold Sell Stuart Jackson and Steve Johnson go hunting for stocks offering growth at a reasonable price.
by Roger Montgomery Posted in TV Appearances.
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With Italian banks in trouble, which route will Merkel take?
David Buckland
August 18, 2016
With Italian banks carrying non-performing loans estimated at US$400 billion, we wonder whether Germany will offer them financial assistance to prevent the unravelling of the EU. Or could the troubled banking sector make Italy the next European domino to fall? Continue…
by David Buckland Posted in Financial Services.
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Why you should stick with quality businesses
Tim Kelley
August 17, 2016
So far, 2016 hasn’t been an easy time for quality-oriented investors. If you look at returns across the ASX, low quality companies, like many in the Materials and Energy sectors, have provided stellar returns, while high quality companies have delivered comparatively boring returns. Despite this, we don’t believe it’s time to abandon quality businesses. Continue…
by Tim Kelley Posted in Editor's Pick, Market commentary.
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Is this another signal that a bubble is forming?
Roger Montgomery
August 16, 2016
From skirt lengths, to magazine covers to public protests and the rise of ant-establishment voting, signals are everywhere. And, as investors, we need to pay attention to them. Which is why the imminent sale of the long-held Soul Pattinson building in Sydney’s Pitt Street Mall caught our eye. To us, it’s yet another signal that asset prices are over-stretched. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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JB Hi-Fi and the property boom
Roger Montgomery
August 16, 2016
In this interview with Ross Greenwood, Roger discusses JB Hi-Fi’s share price and property prices.
by Roger Montgomery Posted in Radio.
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Montgomery Alpha Plus Fund
Tim Kelley
August 16, 2016
The Montgomery Alpha Plus Fund aims to profit in both rising and falling markets. Find out how by watching our explanatory video presented by Montgomery’s Head of Research, Tim Kelley.
by Tim Kelley Posted in Montgomery News and Updates, Video Insights.