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  • Will your super win the Premiership this year?

    Scott Phillips
    October 1, 2016

    If you’re more excited by the prospect of the upcoming AFL and NRL footy finals than the returns in your superfund, then you’re not alone. For most people, superannuation does not make great conversation and many tend to take a ‘set and forget’ approach. But if you’re looking to take control of your retirement savings, then a more active approach is the way to go. Continue…

    by Scott Phillips Posted in Investing Education.
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    SMSF, super
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    • POSTED IN Investing Education.
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      SMSF, super
  • Is Deutsche Bank about to bring on a fresh financial crisis?

    David Buckland
    September 30, 2016

    According to the IMF, “Among the globally systemically important banks, Deutsche Bank (DB) appears to be the most important net contributor to systemic risk”. So the news engulfing Deutsche Bank is a big concern for global markets – or at least it should be. Continue…

    by David Buckland Posted in Financial Services, Global markets.
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    deutsche bank, IMF
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    • POSTED IN Financial Services, Global markets.
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      deutsche bank, IMF
  • Protected: PROTECTED

    Roger Montgomery's Team
    September 29, 2016

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  • Ramsay remains in rude health

    Ben MacNevin
    September 29, 2016

    The Montgomery funds have emerged from reporting season with a new investment – Ramsay Health Care (ASX: RHC). Ramsay is one of the top private hospital operators in the world. It’s been a stellar performer on the ASX and, in its recent financial report, signalled more solid growth to come.

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    by Ben MacNevin Posted in Companies, Editor's Pick, Stocks We Like.
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    Healthscope (HSO), Ramsay (RHC)
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  • Discover how to value the best stocks and buy them for less than they’re worth.

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  • Investors: watch out if long bond rates kick up

    Roger Montgomery
    September 28, 2016

    Arguably the greatest risk to investors today is an under appreciation of how significant a change in bond interest rates will be. And these rates can change even if central banks don’t raise their own short-term offerings. So discussions about what the US Federal Reserve bank does with the fed funds rate, or the Reserve Bank of Australia through its own open market operations, aren’t particularly helpful. Continue…

    by Roger Montgomery Posted in Global markets.
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    bonds, GFC
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      bonds, GFC
  • MEDIA

    Why are small companies outperforming large companies?

    David Buckland
    September 28, 2016

    In this interview with Ross Greenwood, David discusses how larger companies are attracting shareholders with yield, while smaller companies are still finding growth. 

    by David Buckland Posted in Radio.
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  • Why we steer clear of hockey-stick forecasts

    Tim Kelley
    September 28, 2016

    At Montgomery, our investment approach is strongly evidence based.  We look for quality businesses with a history of positive earnings, and we steer away from those with negative earnings even when there is a ‘great turnaround story’ to tell. It means we sometimes miss out on making super-normal gains.  But, more often, it means we avoid being disappointed when a hockey-stick forecast falls flat. Continue…

    by Tim Kelley Posted in Market commentary.
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    • POSTED IN Market commentary.
  • What’s the deal with TPG?

    Stuart Jackson
    September 27, 2016

    TPG’s results to 31 July 2016 provided the market with its first full 6-month period snapshot of the company including the iiNet acquisition.

    by Stuart Jackson Posted in Editor's Pick, Video Insights.
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    TPG
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