Monthly Archives: September 2013

Since returning to the share-market four years ago in a listing we described as too hot to handle HERE, the economics of Myer’s operations have  deteriorated. We forecast this back in 2009 in our blog piece entitled Would You, Should You Buy Myer? Stakeholders involved in the recent annual July 2013 review will be questioning whether CEO Bernie Brookes can turn this department store business around.

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by David Buckland Posted in Companies.

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In this month’s subscriber-only white paper, Roger analyses two companies: ARB Corporation and Speciality Fashion Group. What are the prospects for these two businesses?

by Roger Montgomery Posted in Companies, Whitepapers.

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It was a rather gloomy week of economic data releases – total job advertisements in Australia and New Zealand were down by 2 per cent for the month of August, while unemployment rose from 5.7 per cent to 5.8 per cent over the same period. And yet the share price of Seek, Australia’s leading employment classifieds website owner, has risen by 1.7 per cent over the week. That raises the question; why are the rising unemployment headlines not having the same adverse impact on the company’s performance as they once did? Continue…

by Ben MacNevin Posted in Companies, Economics, Insightful Insights, Value.able.

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This month’s edition of Best of the Best, our new digital magazine for Montgomery investors, is on its way. If you’re a Montgomery investor, look out for it in your inbox today.

by Roger Montgomery Posted in Montgomery News and Updates.

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A few months ago, with their shares trading for $3.80, we asked the question: “Is $5 unreasonable for Ainsworth?” After the subsequent, high quality profit announcement for 2013, and very bright prospects indicated by management for 2014, we believe $5.00 in the next 12-24 months, might not be unreasonable at all. Continue…

by Russell Muldoon Posted in Companies, Insightful Insights.

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Joe Granville, whose stock market career began in 1957 in the offices of E.F. Hutton and Co., has passed away aged 90. Continue…

by Tim Kelley Posted in Economics.

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In this interview with John Morrison on ABC Radio’s Statewide Drive, Roger explains when the right time to sell is. Listen here.

by Roger Montgomery Posted in Radio.

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With record low interest rates helping to focus investor attention on the property market, and James Packer directing some surplus cash into US online real estate investments, one little-known company that has received some renewed attention recently is Onthehouse Holdings Limited (OTH). Continue…

by Tim Kelley Posted in Companies, Insightful Insights.

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Love them or hate them, there’s money to be made in pokies. Or is there? Roger discusses his view in this article for The Australian. Read here.

by Roger Montgomery Posted in In the Press.

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