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It is said that investing in ‘growth’ companies can be riskier than large ‘blue chips’ companies. However many large blue chip companies are mature and don’t grow. What then could be riskier than being assured of zero growth? How would one maintain their purchasing power? Continue…

by Roger Montgomery Posted in Stocks We Like, Technology & Telecommunications.

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We are pleased to report on another great result out of Altium Limited (ASX: ALU). We met with CEO Aram Mirkazemi, Martin Ive (VP Finance), Kim Besharati (VP IR) and Henry Potts (VP Enterprise Solutions, otherwise known in the industry as ‘Mr PCB’) on Thursday for a discussion on the firm’s results and future prospects. Continue…

by Scott Shuttleworth Posted in Insightful Insights.

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Cochlear’s (ASX: COH) strong focus on innovation has resulted in 440,000 people wearing its products. Management is now considering how to leverage this large and enduring customer base while attracting new ones. Continue…

by Ben MacNevin Posted in Insightful Insights.

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ANZ has announced that it has signed an agreement with Google for ANZ customers to be able to upload their credit and debit accounts to Android Pay. This will allow customers to use ANZ accounts to make contactless payments for goods and services. ANZ expects to begin offering access to Android Pay by mid 2016, and will also be able to provide contactless payments through its own app on Android phones (allowing it to retain 100 per cent of the interchange fee if it can convince customers to use its app rather than Android Pay). 

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by Stuart Jackson Posted in Financial Services, Insightful Insights.

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In this column published in the Herald Sun, Roger discusses a company the rest of the world doesn’t like, and mentions why at Montgomery we find it attractive. Read here.

by Roger Montgomery Posted in In the Press.

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We often discuss companies that we don’t like. Indeed in about thirty-odd cases, we are so disenchanted with them, that our Montaka Global Fund, sells short these companies in anticipation of profiting from a decline in their share price. And in the five months since July 1 this year, not liking something has been very profitable. What with the iron ore, retailing and coal industries all being resculpted (read; ‘made smaller’) by the invisible hand of disruption, investors have achieved returns in excess of fourteen percent, a not insignificant proportion of which has come from the share price declines of deteriorating businesses. Continue…

by Roger Montgomery Posted in Insightful Insights.

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What would you think if I suggested you open a chain of bookstores? Would you be enthusiastic about the prospects or would you be wary?

There’s a chain of 1372 US based bookstores whose revenues are declining at a rate of 10 per cent annually. They carry between 22,000 and 164,000 titles, which is a lot of inventory. Their competitors aren’t minnows either, and include Amazon, Apple and WalMart. Continue…

by Roger Montgomery Posted in Insightful Insights.

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Do not wear a smart watch or fitness tracker or buy one for others.

In March this year we wrote an article for The Australian about the dangerous combination of wearable technologies that tracked vital health statistics and moods, the insurance industry, and artificial intelligence. Continue…

by Roger Montgomery Posted in Insightful Insights, Technology & Telecommunications.

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In this interview with Ross Greenwood, Roger has a chat about profit season in America. He mentions businesses with fantastic growth prospects including Apple and Union Pacific. Listen here.

by Roger Montgomery Posted in Radio.

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Many investors want to know if the market is going up or down. It doesn’t matter.

Many investors also want to know who is going to win in this era of disruption. That’s also hard to tell. But it is almost boringly easy to find those companies that will lose.
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by Roger Montgomery Posted in Insightful Insights, Technology & Telecommunications.

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The importance of ROE (return on equity) and buying companies with bright prospects is sacrosanct here at the Insights Blog but why? ROE is an important explanatory variable for superior share price performance and so we want businesses that can sustain high rates of return. When I talk about bright prospects it is the sustainability of these high rates of return that I am referring to. Whether the bright prospects relate to a rising tide of customers, the ability to pass on rising costs, the ability to be the low cost provider or the changing competitive landscape, how these factors serve to produce a high rate of return on equity is what we care about.

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by Stuart Jackson Posted in Insightful Insights, Investing Education.

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In the third part of the series, Roger Montgomery speaks with Mark Todd and discusses the state of play in the commodities market and China. He also talks about why he likes Apple. Watch here. Thanks to Mark and nabtrade for the opportunity to share this video.

by Roger Montgomery Posted in TV Appearances.

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In this column published in the AFR, George Hadjia writes about disruption and the implications for investors. He mentions Apple and Qualcomm. Read here.

by Roger Montgomery Posted in In the Press.

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One suspects when a blacksmith first spotted the horseless carriage driving past his workshop, had he considered it more than a fad, he might have realized his business would be disrupted. But would he have referred to the car or it’s manufacturer as a disrupter? Probably not. Disruption is the new buzzword to describe change or transition. Continue…

by Roger Montgomery Posted in Insightful Insights.

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Last week Altium Limited (ASX: ALU) provided its full year results for the 2015 financial year. Below we make a few notes on its progress. Continue…

by Scott Shuttleworth Posted in Companies, Insightful Insights.

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Jonathan Shapiro writes an article about the rise of Apple to become the world’s biggest company. He mentions Portfolio Manager Andrew Macken and his view on Apple and its price to earnings multiple. Read here.

by Roger Montgomery Posted in In the Press.

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In this article for the Switzer Super Report, Roger discusses the numbers behind Apple and the bright outlook for the company, particularly in China. Read here.

by Roger Montgomery Posted in On the Internet.

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In this column published in the Herald Sun, Roger discusses Warren Buffett, Apple and how to navigate low interest rates. Read here.

by Roger Montgomery Posted in In the Press.

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In this interview with Ross Greenwood, Roger discusses disruptive technologies and the future of Apple. Listen here.

by Roger Montgomery Posted in Radio.

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It may just be the straw that breaks the camel’s back. Free-to-air television advertising that is! Recent data published by Roy Morgan Research on Streaming Video On Demand (SVOD) services shows that since launching a few months ago, Netflix in Australia is absolutely killing it.

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by Russell Muldoon Posted in Insightful Insights, Technology & Telecommunications.

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