Monthly Archives: April 2014

  • Where to from here? (22/04/2014)

    Roger Montgomery
    April 22, 2014

    by Roger Montgomery Posted in Video Insights.

  • R&D may well yield extra value

    Roger Montgomery
    April 19, 2014

    In this column, published in The Australian, Roger reminds us that valuation is much more than just ratios, using Ainsworth Gaming Technology as a case study. Read here.

    by Roger Montgomery Posted in In the Press.

  • US Corporate Profit Margins at Record-High

    David Buckland
    April 18, 2014

    I have just returned from a short trip to the US, where I saw Bubba Watson win the US Masters at The Augusta National Golf Club. While this is indeed an extraordinary sporting event, I think I now have a better idea why US corporate profit margins (as a percent of nominal GDP) are at record-high levels. Continue…

    by David Buckland Posted in Foreign Currency, Insightful Insights, Value.able.

  • Looking to: China Rongsheng Heavy Industries

    David Buckland
    April 17, 2014

    We have written about China Rongsheng Heavy Industries, one of the largest shipbuilders in the world, on several occasions. (See our posts from August 2012, and July 2013). Continue…

    by David Buckland Posted in Companies, Financial Services, Foreign Currency, Insightful Insights.

  • We need to talk… about compounding

    Russell Muldoon
    April 17, 2014

    Longer-term followers of our insights might remember our warning late last year, when we wrote: “…Superannuation will be no good for you if you are under 50 today, so invest the absolute minimum amount. That means no salary sacrificing, no co-contributions, and no non-concessional contributions. Ignore the calls to save tax and boost your super.” Continue…

    by Russell Muldoon Posted in Insightful Insights.

  • Game of patience

    Roger Montgomery
    April 17, 2014

    In this article, published in the May issue of Money magazine, Roger reminds investors of the importance of having the right temperament. Read here. 

    by Roger Montgomery Posted in In the Press.

  • Think about risks as well as returns

    Roger Montgomery
    April 17, 2014

    In this article for Cuffelinks, Roger weighs the importance of risk management: a somewhat boring but important topic for investors who wish to do well over the long-term. Read here.

    by Roger Montgomery Posted in On the Internet.

  • Protected: PROTECTED

    Roger Montgomery's Team
    April 16, 2014

    This post is password protected. To view it please enter your password below:

    by Roger Montgomery's Team Posted in Old Content.

  • The market’s best companies

    Roger Montgomery
    April 16, 2014

    Published in the April 2014 edition of the ASX Investor Update email newsletter, which was then featured on the Fin Review’s website, Roger provides a checklist to help spot great companies, and nominates 15 that fit the criteria. Read here.

    by Roger Montgomery Posted in On the Internet.

  • The market’s best companies

    Roger Montgomery
    April 16, 2014

    Recently, I contributed an article to the April 2014 edition of the ASX Investor Update email newsletter, which was then published on the ASX website. In what was essentially a checklist in helping spot great companies, I nominated 15 that fit the criteria. Read the full article here, and to register with the MyASX newsletter, click here.

    by Roger Montgomery Posted in Companies, Investing Education.