Monthly Archives: April 2014

Operational leverage can have a powerful effect on a company’s earnings, in both a positive and a negative sense. When considering an investment in companies with high operating leverage, you must be comfortable with the company’s ability to manage downside risk. Continue…

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

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In this column, published in The Australian, Roger looks at both the strengths and corresponding valuation of LifeHeathcare. Read here. 

by Roger Montgomery Posted in In the Press.

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One prominent feature of the Australian equity market in the last few years has been strong support for large dividend-paying stocks. The Big Four banks have been particular beneficiaries of this, and have enjoyed share price gains that seemed to go beyond what might otherwise be justified. The first chart below compares the ASX300 (in yellow) with the banks’ sub-index (in pink) for the past 24 months. Bank shareholders have done very well during this period. Continue…

by Tim Kelley Posted in Insightful Insights, Investing Education, Market Valuation.

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As you may know by now, we do not believe there is a bubble in stocks or property. We do believe one will form before the next correction. Type ‘bubble’ into the search bar or click here to read our recent observations. Continue…

by Roger Montgomery Posted in Market Valuation, Property.

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by Roger Montgomery Posted in Insightful Insights.

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In this article for the Switzer Super Report, Roger takes a close look at healthcare company Japara Healthcare, ahead of its imminent IPO. Read here.

by Roger Montgomery Posted in On the Internet.

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by Roger Montgomery's Team Posted in Old Content.

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Chatting to Ross Greenwood on Radio 2GB on Tuesday April 1, Roger discusses the imminent end of the so-called accumulation age, owing to Australia’s ageing population, and what this means for investors approaching retirement age. Listen here.

by Roger Montgomery Posted in Radio.

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Chatting to Ross Greenwood on Radio 2GB on Tuesday April 1, I discuss the imminent end of the so-called accumulation age, owing to Australia’s ageing population, and what this means for investors approaching retirement age. Listen here.

by Roger Montgomery Posted in Economics.

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