Monthly Archives: April 2014

  • Spotlight on: Burson Group

    Roger Montgomery
    April 24, 2014

    In this interview with Peter Switzer, broadcast on Sky Business on 24 April 2014, Roger discusses newly-listed automotive parts manufacturer Burson Group, and why they are Montgomery investment grade. Watch here.

    by Roger Montgomery Posted in TV Appearances.

  • A liquidity crisis of a different kind

    Roger Montgomery
    April 24, 2014

    Forget the Financial Crisis…Are we on the cusp of a global water crisis? Continue…

    by Roger Montgomery Posted in Insightful Insights, Value.able.

  • No Pickups with Trucking

    Ben MacNevin
    April 24, 2014

    For companies that deal in capital-intensive vehicles, construction generally provides better growth opportunities than production. With large miners progressively shifting spending from capital expenditure to operating expenditure, the consequences are being felt by vendors. Continue…

    by Ben MacNevin Posted in Energy / Resources, Property, Value.able.

  • Protected: PROTECTED

    Roger Montgomery's Team
    April 23, 2014

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    by Roger Montgomery's Team Posted in Old Content.

  • Protected: PROTECTED

    Roger Montgomery's Team
    April 23, 2014

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    by Roger Montgomery's Team Posted in Old Content.

  • The growth of the supermarkets

    Roger Montgomery
    April 22, 2014

    In this interview with Ticky Fullerton on ABC’s The Business on 22 April 2014, Roger Montgomery looks at the market occupied by Coles and Woolworths, as well as revisiting the issue of Australia’s current Free Trade Agreements. Watch here.

    by Roger Montgomery Posted in TV Appearances.

  • On the hunt for value

    Roger Montgomery
    April 22, 2014

    Chatting to Ross Greenwood on Radio 2GB on Tuesday April 22, Roger discusses the government’s proposed “deficit levy” expected in the May budget, and the lack of value in the stock market at the moment, and corresponding share prices. Listen here. 

    by Roger Montgomery Posted in Radio.

  • Looking forward to: JB Hi-Fi results

    Russell Muldoon
    April 22, 2014

    On Thursday, Dick Smith Holdings (ASX: DSH) released a solid quarterly result, revealing a continued period of buoyancy in household electronic goods sales. Whilst we don’t own shares in the business – as we prefer to own the dominant player in any sector – we couldn’t help but take note. Continue…

    by Russell Muldoon Posted in Companies, Insightful Insights.

  • Exposure to the Generational Avalanche

    Russell Muldoon
    April 22, 2014

    It is estimated that the number of people over the age of 70 will double in Australia over the 2006-2021 period. This “grey market”, or the Generational Avalanche as we refer to it internally, is going to fundamentally shape the landscape of the Australian economy. Continue…

    by Russell Muldoon Posted in Health Care.

  • Value Investing According to Browne

    Roger Montgomery
    April 22, 2014

    Those of you have read anything or even, possibly, everything written about Warren Buffett, you would know that he has said many flattering things about Charles Browne and Forrest Tweedy and the brokerage-come-funds-management firm they founded Tweedy Browne LLC. Continue…

    by Roger Montgomery Posted in Investing Education, Value.able.