Monthly Archives: May 2012

  • How can competitive advantage be sustained?

    Roger Montgomery
    May 3, 2012

    In this BRW article Tony Featherstone discusses the nature of sustainable competitive advantage and how Roger Montgomery swears by it in his Value.able investing strategy. Read here.

    This article was published on 3 May 2012.

    by Roger Montgomery Posted in Companies, In the Press, Investing Education.

  • Uncovering the best value stocks

    Roger Montgomery
    May 2, 2012

    In this 2 May 2012 ASX Investor Hour presentation, Roger explains that while many investors focus solely on price, he (like Warren Buffett) selects his stocks, to buy or to sell, by comparing their current price to the value he ascribes to them. Roger discusses about his value principles and the technology he uses to filter stocks (www.skaffold.com).  Watch video here and view slides here.

    by Roger Montgomery Posted in Insightful Insights, Investing Education, Skaffold, TV Appearances.

  • Uncovering the best value stocks

    Roger Montgomery
    May 2, 2012

    Join Roger as he discusses his Value.able approach to picking the best stocks for this ASX Investor Hour presentation delivered 2 May 2012.  Watch here.

    by Roger Montgomery Posted in Companies, Intrinsic Value, TV Appearances.

  • How will the interest rate cut affect Housing prices?

    Roger Montgomery
    May 2, 2012

    Learn Roger Montgomery’s Value.able insights into the latest 50 basis point cut in the the base rate and how it may impact housing prices in this interview with ABC The Business’ Ticky Fullerton broadcast 2 May 2012. Watch here.

    by Roger Montgomery Posted in Energy / Resources, Financial Services, Investing Education, TV Appearances.

  • Is BHP an under performing stock?

    Roger Montgomery
    May 2, 2012

    Roger Montgomery uses Value.able investing techniques to assess the management choices made by BHP executives over the last 20 years with Ross Greenwood and stockbroker Michael Whiting. Listen.

    by Roger Montgomery Posted in Energy / Resources, Radio.

  • When is an offer too good to refuse?

    Roger Montgomery
    May 1, 2012

    Roger Montgomery discusses why the Spotless (SPT) board has finally accepted a Pacific Equity Partners takeover offer in this Sydney Morning Herald article published 1 May 2012. Watch here.

    by Roger Montgomery Posted in Companies, In the Press, Takeovers.

  • What are the characteristics of Sustainable Competitive Advantage?

    Roger Montgomery
    May 1, 2012

    Roger Montgomery discuss how Sustainable Competitive Advantage is the platform for exceptional company performance in this Money Magazine article published in May 2012.  Read here.

    by Roger Montgomery Posted in Insightful Insights, Investing Education, On the Internet, Value.able.

  • What’s the Big Advantage in a high return on equity?

    Roger Montgomery
    May 1, 2012

    In the May 2012 edition of the ASX Investor Update Email Newsletter, Roger Montgomery outlines his Value.able framework for successfully investing in the share market. Read here.

    by Roger Montgomery Posted in Intrinsic Value, Investing Education, On the Internet, Value.able.

  • Why do Companies with a high ‘Return on Equity’ often maintain their Competitive Advantage?

    Roger Montgomery
    May 1, 2012

    In the May 2012 issue of Money Magazine, Roger Montgomery discusses why companies with a high Return on Equity maintain long-term Competitive Advantages in the industries in which they operate. Read here.

    by Roger Montgomery Posted in On the Internet.