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- Welcome to RogerMontgomery.com
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“All signs certainly point to something funny going on. And the experience of your author suggests this almost certainly will not last. Games like these have been played many times in the past and will likely continue into the future. It is up to investment managers to be prudent when allocating capital to ensure that potential landmines will be avoided.” Continue reading
Long-term followers of Montgomery Investment Management would know all too well that we have had very little (we have had some) exposure to resources and energy companies since we began on our investing journey. Looking forward, we are just as unlikely to ever hold anything like benchmark weights to these sectors in our funds and for good reason. Continue reading
According to the Australian Financial Review’s Amanda Saunders, “China will help to bankroll a major expansion by Brazilian iron ore giant Vale and invest in huge Vale ships that will transport high-quality ore to North Asia – a deal that will reshape the global industry.” Continue reading
The iron ore price has become a barometer for the strength of the mining industry in Australia. Yet, mining investment has actually surged since the iron ore price began its descent in 2013. The real mining boom is only just about to end. Continue reading
Back in November last year, when the Woolworths share price was closer to $34 than the $28 it is near today, we warned that the company would be seriously challenged and profit-hobbled by the emergent giant Aldi. Continue reading