Whitepapers
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WHITEPAPERS
Monadelphous’s Missing Mojo
Roger Montgomery
August 19, 2013
REPORTING SEASON SPECIAL EDITION: In this bonus white paper, exclusively for rogermontgomery.com subscribers, find out what Montgomery’s view on Monadelphous’s intrinsic value is and why the former market darling Monadelphous is lacking in mojo. continue…
by Roger Montgomery Posted in Energy / Resources, Whitepapers.
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WHITEPAPERS
Understanding sensible value investing
Roger Montgomery
August 2, 2013
Exclusively for subscribers! Find out how to lay solid foundations for value investing in the first of a two part series.
continue…by Roger Montgomery Posted in Investing Education, Whitepapers.
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WHITEPAPERS
NextDC: beyond value territory?
Roger Montgomery
July 5, 2013
Enjoy the next in our 2013 exclusive subscriber-only white paper series.
continue…by Roger Montgomery Posted in Technology & Telecommunications, Whitepapers.
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WHITEPAPERS
Identifying a good company
Roger Montgomery
May 10, 2013
Enjoy the next in our 2013 exclusive subscriber-only white paper series.
continue…by Roger Montgomery Posted in Investing Education, Whitepapers.
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WHITEPAPERS
Can anyone beat Realestate.com.au at their own game?
Roger Montgomery
April 5, 2013
Enjoy the next in our 2013 exclusive subscriber-only Whitepaper series.
by Roger Montgomery Posted in Property, Whitepapers.
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- POSTED IN Property, Whitepapers
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WHITEPAPERS
The chase for yield – Elusive returns?
Roger Montgomery
February 20, 2013
Enjoy the next in our exclusive subscriber-only White Paper series for 2013.
by Roger Montgomery Posted in Investing Education, Whitepapers.
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WHITEPAPERS
Think Like A Business Owner
Roger Montgomery
February 2, 2013
In this first exclusive subscriber report for 2013, we welcome back Tony Featherstone, who in a timely manner for the year ahead reminds us of the hallmarks of true Value Investors.
by Roger Montgomery Posted in Investing Education, Whitepapers.
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- POSTED IN Investing Education, Whitepapers
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WHITEPAPERS
FlexiGroup quick out of the blocks
Roger Montgomery
December 22, 2012
But market has factored in too much growth too soon.
Buying a stock that has doubled in a year and become a “market darling” is hard work for value investors. It gets even harder when the company has declining return on equity (ROE), patchy earnings per share (EPS) growth, high debt, and an aggressive growth strategy.
Based on its current valuation, the market seems to think FlexiGroup can do no wrong. The fast-growing provider of consumer and retail point-of-sale finance has done remarkably well after raising $264 million through an Initial Public Offering in 2006.
by Roger Montgomery Posted in Financial Services, Whitepapers.
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- POSTED IN Financial Services, Whitepapers
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WHITEPAPERS
Interest Rates (White Paper)
Roger Montgomery
December 21, 2012
Roger provides his insights on Interest Rates in this final White Paper for 2012.
by Roger Montgomery Posted in Economics, Whitepapers.
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- POSTED IN Economics, Whitepapers
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WHITEPAPERS
Three Microcaps to Consider
Roger Montgomery
December 8, 2012
One of the advantages that retail investors enjoy over institutional investors is that they can more readily invest in smaller and less liquid issues. While the larger fund managers may have a relatively limited set of companies into which they can deploy meaningful chunks of capital, enterprising small investors are free to roam, and roam they should: research indicates that their investment returns can be significantly enhanced by focusing some attention on the smaller end of the market.
The challenge for the enterprising retail investor is sifting through large numbers of lackluster small companies to find the few that deserve their investment capital. Good broker research at the smaller end can be scarce, and the company names (as well as their products or services) may be unfamiliar.
by Roger Montgomery Posted in Market commentary, Whitepapers.
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- POSTED IN Market commentary, Whitepapers