Monthly Archives: October 2013

  • Is BigAir Flying High?

    Roger Montgomery
    October 21, 2013

    The subject of telecommunications advances and the companies that make up the telco sector are regular topics of discussion at Montgomery Investment Management.

    The group’s stalwart is of course Telstra, but despite its popular acceptance as a ‘blue chip’ company, we have tended to avoid investment and preferred, and still own, a number of the second tier competitors. Continue…

    by Roger Montgomery Posted in Technology & Telecommunications.

  • Sirtex looks sure to deliver

    Roger Montgomery
    October 19, 2013

    Sirtex Medical Limited is an Australian medical business with potentially bright prospects. Read Roger’s thoughts in this column for The Australian.

    by Roger Montgomery Posted in In the Press.

  • Sirtex looks sure to deliver

    Roger Montgomery
    October 19, 2013

    In his column for The Australian, Roger examines the prospects for Sirtex. Read here.

    by Roger Montgomery Posted in In the Press.

  • US debt ceiling negotiations – down to the wire

    David Buckland
    October 19, 2013

    As expected the US debt ceiling negotiations went down to the wire, and disaster has been averted for three more months. Continue…

    by David Buckland Posted in Economics.

  • Rising intrinsic value

    Ben MacNevin
    October 18, 2013

    Pop quiz everyone: if a company’s market value reflects what is considered to be its “fair value”, will this value change over the long run? Continue…

    by Ben MacNevin Posted in Insightful Insights, Intrinsic Value.

  • Hot floats

    Roger Montgomery
    October 17, 2013

    In this interview with Peter Switzer, Roger takes a close look at the wave of floats on their way, as well as those that have already hit the market. Watch here.

    by Roger Montgomery Posted in TV Appearances.

  • Reinhart to Fed: don’t taper!

    David Buckland
    October 17, 2013

    One of the world’s leading experts on debt cycles, Professor Carmen Reinhart, recently warned of a substantial policy mistake if the US Federal Reserve begins to “taper” its asset purchase program. Continue…

    by David Buckland Posted in Economics.

  • The all-important competitive advantage

    Roger Montgomery
    October 16, 2013

    In the context of what gives a company competitive advantage, Roger analyses Monadelphous Group. Read here.

    by Roger Montgomery Posted in In the Press.

  • Deal or no deal, has the damage been done?

    Ben MacNevin
    October 16, 2013

    The financial markets are on edge as the United States once again comes to the brink of defaulting on its debt. Many commentators have claimed that it is impossible to predict the scale of the fallout if Congress fails to reach a deal, and hence are unsure of how to act. But Central Banks may already be adjusting their reserve holdings as the credit quality of the country deteriorates. Continue…

    by Ben MacNevin Posted in Economics, Insightful Insights.

  • A Smorgasbord of Investment Opportunities

    Roger Montgomery
    October 16, 2013

    In this interview with Ticky Fullerton on ABC1’s The Business, Roger talks about upcoming investment opportunities. With floats of all sizes and from all sectors, the IPO market is set to take off. But what about the prospect of the US defaulting on its debt? Find out what Roger thinks.

    by Roger Montgomery Posted in Market commentary.