If you’re an investor in resources companies, you know it’s a bumpy, rollercoaster ride, with periods of glee interspersed with periods of gloom. But is all that volatility worth it? Or are investors better off in the long term investing in the broader market? We did some research, and the results are worth reading. Continue…

by Stuart Jackson Posted in Energy / Resources.

• 9 Comments
• save this article
• 9
• POSTED IN Energy / Resources.

by Roger Montgomery's Team Posted in Old Content.

• Enter your password to view comments.
• save this article
• Enter your password to view comments.
• POSTED IN Old Content.

Warren Buffett is famous for his quips about the folly of investing in airlines, and once labeled the sector a ‘death trap’ for investors. But now he has changed his tune. What could have prompted this? And does it mean that airlines are now an extraordinary investment? Continue…

by Roger Montgomery Posted in Market commentary.

• 4 Comments
• save this article
• 4
• POSTED IN Market commentary.

In this interview with Ross Greenwood, Roger discusses an interest rate rising cycle, a Trump presidency and long bond rates. 

by Roger Montgomery Posted in Radio.

• LISTEN
• save this article
• POSTED IN Radio.

According to the authors Carmen Reinhart and Kenneth Rogoff, the study of eight centuries of financial crises reveals a standard and repeating set of leading indicators to a financial crisis.

by Roger Montgomery Posted in Editor's Pick, Video Insights.

• 15 Comments
• save this article
• 15
• POSTED IN Editor's Pick, Video Insights.

Three years ago, AGL Energy warned of the dramatic imbalance between Australia’s LNG export commitments and inadequate domestic supply. Today, AGL is assessing the merits of building a gas import facility. That’s right. Australia, with some of the world’s largest natural gas reserves, may soon need to import gas for domestic consumption. How has it come to this? Continue…

by Ben MacNevin Posted in Energy / Resources.

• 3 Comments
• save this article
• 3
• POSTED IN Energy / Resources.

As any adherent to professional value investing will attest, the practice in Australia has been challenging in 2016.  For a length of time that we’d prefer not to dwell on, we have rued the broad lack of opportunities.  As a result, Montgomery portfolios have not been fully invested, even as our funds have grown.

by Roger Montgomery Posted in Health Care.

• 24 Comments
• save this article
• 24
• POSTED IN Health Care.

Most days you’ll see a company announcement about a director either cutting or boosting their shareholding.  These transactions often raise eyebrows.  After all, they must know something that we don’t, right?  So, should you sell when they sell, and buy when they buy? Continue…

by Tim Kelley Posted in Market commentary.

• 1 Comments
• save this article
• 1
• POSTED IN Market commentary.