These are the companies to put on your watchlist. read here
-
What if interest rates don’t go to zero?
Roger Montgomery
September 24, 2019
When it comes to investing, it can often pay dividends to zag when everyone else is zigging. And that’s equally so when it comes to interest rates. At a time when everyone is assuming that rates will go to zero – and possibly beyond – it may be worth stepping back and pondering… what if they don’t? Continue…
by Roger Montgomery Posted in Market commentary.
- save this article
- POSTED IN Market commentary.
-
When it comes to reading, length really does matter
Amit Nath
September 24, 2019
In case you hadn’t noticed, books are getting shorter. It turns out that most of us don’t have the time or patience to wade through a weighty tome – like Das Kapital or Wealth of Nations. But, long or short, reading a book delivers a host of benefits.
Continue…by Amit Nath Posted in Insightful Insights.
- save this article
- POSTED IN Insightful Insights.
-
How soon till we see the collapse of profitless prosperity?
Roger Montgomery
September 23, 2019
Is it just me? Or have investors in loss-making US technology companies, like Uber, gone completely insane? As a value investor, I see no good reason to fork out good money for businesses that have never made a profit, and possibly never will. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
- 1 Comments
- save this article
- 1
- POSTED IN Companies, Editor's Pick.
-
What Stock Would You Hold for a Lifetime?
George Hadjia
September 23, 2019
In a previous article, I wrote about when and why it might make sense to follow the advice of holding companies for long periods when Buffett said: “Our favorite stock holding period is forever”. It is worth digging into this further and exploring what characteristics you’d look for in a business you planned to hold forever. Continue…
by George Hadjia Posted in Investing Education.
- 25 Comments
- save this article
- 25
- POSTED IN Investing Education.
-
MONTGOMERY SMALL COMPANIES FUND
A SPECIAL OFFER
INVESTORS WHO JOIN THE MONTGOMERY SMALL COMPANIES FUND PRIOR TO 13 DECEMBER 2019 WILL RECEIVE A MANAGEMENT FEE REBATE QUARTERLY. FIND OUT MORE.
MONTINVEST.COM -
The Property Couch – Chat with Australia’s Warren Buffett
Roger Montgomery
September 21, 2019
Roger joined Bryce Holdaway & Ben Kingsley on The Property Couch to discuss everything you need to know about value investing and the property market. Tune in to find out how you can take advantage of booms and busts in the share market and shares vs. property, what does it come down to? Listen here.
by Roger Montgomery Posted in Editor's Pick, Podcast Channel, Talks.
- save this article
- POSTED IN Editor's Pick, Podcast Channel, Talks.
-
Australian housing is at an inflection point
Roger Montgomery
September 20, 2019
Despite recent data showing home prices have stopped falling and auction clearance rates are strong, I believe these positive signs are no match for the negative shocks that could soon hit the residential construction sector. The upside is that the any stock market volatility could serve up some tasty investment opportunities among residential building developers and their suppliers. Continue…
by Roger Montgomery Posted in Editor's Pick, Property.
- save this article
- POSTED IN Editor's Pick, Property.
-
WeWait for WeWork IPO
Daniel Wu
September 20, 2019
The We Company, parent of office space sublessor WeWork, has reportedly postponed its widely criticised IPO until at least October according to The Wall Street Journal. The decision to postpone comes after a rollercoaster month during which We lowered its valuation expectations twice from US$47 billion to less than US$20 billion. Continue…
by Daniel Wu Posted in Companies.
- save this article
- POSTED IN Companies.
-
Can you boost returns by using the momentum effect?
Tim Kelley
September 19, 2019
One of the better-known market anomalies is the momentum effect. This describes the tendency for stocks that have recently performed well to have a better-than-average chance of continuing to rise. Can investors can profit from the momentum effect by staying with a trend until it stops? Continue…
by Tim Kelley Posted in Investing Education.
- save this article
- POSTED IN Investing Education.
