• What’s cooking for Goodman Fielder?

    Ben MacNevin
    September 6, 2013

    Goodman Fielder produces many of the fast moving consumer goods you would recognise, with brands such as Helga’s bread, Paradise Biscuits, White Wings and Meadow Lea in its repertoire. But despite this enviable suite of brands, the company incurred considerable losses in both 2011 and 2012 and was burdened with debt during the GFC. Continue…

    by Ben MacNevin Posted in Companies, Insightful Insights.
  • Roger’s stock watch

    Roger Montgomery
    September 5, 2013

    In this interview on Sky Business’ Switzer Report, Roger talks to Peter about which companies he likes and doesn’t like right now, as well as giving his view on whether a recession may still be moving across Australia. Watch here.

    by Roger Montgomery Posted in TV Appearances.
  • Lessons of history

    Roger Montgomery
    September 5, 2013

    As we lurch towards another election with an inevitable outcome, we at Montgomery are surprised by the expectations, held by some, that something dramatic will change next week. Continue…

    by Roger Montgomery Posted in Insightful Insights.
  • Mining services: has the tide gone out?

    Roger Montgomery
    September 4, 2013

    In this column for the Herald Sun, Roger examines the mining services space. Are there any value investing opportunities left? Read here.

    by Roger Montgomery Posted in In the Press.
  • Enthusiastic for property?

    Roger Montgomery
    September 4, 2013

    In this interview with Ticky Fullerton on ABC’s The Business, Roger talks about whether he’s enthusiastic about the property market in Australia – and whether value investors should be.

    by Roger Montgomery Posted in Insightful Insights, Property.
  • Enthusiastic about property?

    Roger Montgomery
    September 4, 2013

    In this interview with Ticky Fullerton on ABC’s The Business, Roger talks about whether he’s enthusiastic about the property market in Australia – and whether value investors should be. Watch here.

    by Roger Montgomery Posted in TV Appearances.
  • iSelect(ed something else)

    Roger Montgomery
    September 3, 2013

    Back in June, June 13 to be precise, our very own Russell Muldoon wrote about the IPO of iSelect. It was being touted as the “hottest float of the year” by some but we weren’t interested. Continue…

    by Roger Montgomery Posted in Companies, Insightful Insights.
  • A good entry price for the Big 4?

    Russell Muldoon
    September 3, 2013

    In these highlights from Your Money Your Call, Russell talks about the RBA interest rate cuts and the effect on the economy, as well as discussing stocks Coffey International (COF), Vocus Communications (VOC), Onthehouse (OTH), and the Big 4. What would be a good entry price? Watch here.

    by Russell Muldoon Posted in TV Appearances.