Monthly Archives: May 2015

If you are a regular follower of our blog, you will know that we have been negative on Woolworths – and all higher-margin incumbent supermarkets – since our conference call last year with Paul Foley, former CEO for over 20 years at Aldi UK. Just type “Woolworths” into the search bar (above to the right hand side) and you can see all of our articles on the subject. Continue…

by Roger Montgomery Posted in Insightful Insights.

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by Roger Montgomery's Team Posted in Old Content.

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In these highlights from Your Money Your Call, David Buckland discusses the market and a range of different stocks. Watch here.

by David Buckland Posted in TV Appearances.

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In this interview with Ticky Fullerton, Roger discusses ANZ’s recent exchange traded fund announcement and the positives of robo-advice. Watch here.

by Roger Montgomery Posted in TV Appearances.

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In this interview with Ross Greenwood, Roger discusses the stock market over the past 5 years. He mentions that while the stock market has gone up circa 27 per cent, earnings have only grown by 5.5 per cent and this means that price appreciation is a result of a chase for yield. Listen here.

by Roger Montgomery Posted in Radio.

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Back in November we noted the exponential growth in data demand from the Australian population. One question that sprung to mind is whether Australia has the infrastructure to support such high demand growth and this needs to be answered on several levels. Continue…

by Scott Shuttleworth Posted in Insightful Insights.

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GUD Holdings Limited (ASX: GUD), distributor of the Sunbeam and RYCO brands, recently made a transformational acquisition. Did the Montgomery funds participate in the capital raising to facilitate the deal? Continue…

by Ben MacNevin Posted in Companies, Insightful Insights.

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In a follow up to Roger’s blog last week entitled “Oh Dear!” I was surprised the question of “Whether we should have an inquiry into the iron-ore industry or not?” has received so much air-time. Continue…

by David Buckland Posted in Energy / Resources, Insightful Insights.

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Rose Powell writes an article about why Montgomery steers clear of resource stocks. She mentions Russell Muldoon and Montgomery Investment Management’s reasons for not investing in the highly cyclical sector. Read here.

by Roger Montgomery Posted in In the Press.

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