With news that retail ownership of shares are at the lowest level since the turn of the century (which is a more dramatic way of saying, in the last fifteen years), it’s quite possible there’s a great deal of opportunity. You can understand why many have lost interest. The problem for investors however is they’re focused on the index rather than individual companies.
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by Roger Montgomery Posted in Insightful Insights, Whitepapers.

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Here at Montgomery we are often asked by investors whether or not they should have a self managed super fund (SMSF). As we are not financial advisers, we cannot help people make this decision, which should largely be based on their personal situation and circumstances. However, we thought it might be helpful to outline a few of the pros and cons to consider. Continue…

by Scott Phillips Posted in Insightful Insights.

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Earlier this week Sirtex (ASX: SRX) held its AGM and below we have noted some of the business’ highlights for 2015 and their expectations for the year ahead based on recent trading. 

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by Russell Muldoon Posted in Health Care, Insightful Insights.

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by Roger Montgomery's Team Posted in Old Content.

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In the very long run, investing successfully has little to do with picking the tops and bottoms of markets or asset prices. It has instead everything to do with maintaining, preserving or enhancing your purchasing power. Investing some of your assets in carefully selected international companies may just be the best way of preserving your purchasing power against the multitude forces of inflation, global disruptors and further potential declines in the Australian dollar.

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by Roger Montgomery Posted in Whitepapers.

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Readers of the Montgomery Global magazine will know that last year we prepared a short thesis on surf wear company, Quiksilver (NYSE: ZQK). Here was a company experiencing declining same store sales, while servicing high levels of debt. Meanwhile the analyst community held unduly optimistic expectations for a rapid recovery in sales and profit margins. Three of four elements of the Montgomery Global Investment Management’s team’s framework for profiting from a deteriorating business were met. Continue…

by Roger Montgomery Posted in Consumer discretionary, Whitepapers.

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by Roger Montgomery's Team Posted in Old Content.

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by Roger Montgomery's Team Posted in Old Content.

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