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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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MEDIA
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.
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Launching a New Fund
Tim Kelley
August 15, 2016
We are excited this month to announce the launch of our Montgomery Alpha Plus Fund. The aim of The Fund is straightforward: to generate positive returns in both rising and falling markets and insulate investors from undesirable market movements. Continue…
by Tim Kelley Posted in Montgomery News and Updates.
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Don’t bet on rates staying lower for longer
Roger Montgomery
August 10, 2016
Australians are getting used to super-low interest rates, and eye-watering loan amounts, particularly for property purchases. Along the way, the household debt burden as a percentage of disposable income has ballooned out from 170% to 185% since 2008. This is nosebleed territory. Is it time to be concerned? We think so. Continue…
by Roger Montgomery Posted in Economics, Editor's Pick, Property.
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- POSTED IN Economics, Editor's Pick, Property.
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MEDIA
Reporting Season
Roger Montgomery
August 9, 2016
In this interview with Ross Greenwood, Roger discusses the reporting season and mentions results for Carsales and REA Group.
by Roger Montgomery Posted in Radio.
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