Monthly Archives: May 2015

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    Roger Montgomery's Team
    May 25, 2015

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    by Roger Montgomery's Team Posted in Old Content.

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    Roger Montgomery's Team
    May 22, 2015

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  • Woolworths shares ‘definitely looking cheap’ despite Masters, fund managers say

    Roger Montgomery
    May 22, 2015

    Jonathan Shapiro writes an article about how some institutional investors are cautiously expressing interest in Woolworths shares again. He mentions Montgomery’s Andrew Macken who describes Woolworths as the “grey zone” (it is a stock he wouldn’t want to buy yet, but he also wouldn’t be willing to short it). Read here.

    by Roger Montgomery Posted in In the Press.

  • How to think rationally about shares

    Roger Montgomery
    May 22, 2015

    In this article, Roger discusses the importance of adopting a rational approach to investing. He highlights the need for it to be repeatable and replicable. Read here.

    by Roger Montgomery Posted in On the Internet.

  • Buy Hold Sell – Roll ups

    Roger Montgomery
    May 22, 2015

    In this episode of Buy Hold Sell Roger and Don Williams from Platypus Asset Management discuss five companies that are growing by acquisition or industry consolidation. Watch here.

    by Roger Montgomery Posted in TV Appearances.

  • Industrials vs. Resources

    Russell Muldoon
    May 22, 2015

    Long-term followers of Montgomery Investment Management would know all too well that we have had very little (we have had some) exposure to resources and energy companies since we began on our investing journey. Looking forward, we are just as unlikely to ever hold anything like benchmark weights to these sectors in our funds and for good reason. Continue…

    by Russell Muldoon Posted in Energy / Resources, Insightful Insights.

  • Oh dear!

    Roger Montgomery
    May 21, 2015

    According to the Australian Financial Review’s Amanda Saunders, “China will help to bankroll a major expansion by Brazilian iron ore giant Vale and invest in huge Vale ships that will transport high-quality ore to North Asia – a deal that will reshape the global industry.” Continue…

    by Roger Montgomery Posted in Insightful Insights.

  • Mining Boom 2.0

    Ben MacNevin
    May 21, 2015

    The iron ore price has become a barometer for the strength of the mining industry in Australia. Yet, mining investment has actually surged since the iron ore price began its descent in 2013. The real mining boom is only just about to end. Continue…

    by Ben MacNevin Posted in Energy / Resources, Insightful Insights.

  • Woolies is coming up empty…

    Roger Montgomery
    May 20, 2015

    Back in November last year, when the Woolworths share price was closer to $34 than the $28 it is near today, we warned that the company would be seriously challenged and profit-hobbled by the emergent giant Aldi. Continue…

    by Roger Montgomery Posted in Companies, Insightful Insights.

  • 3 things to look for in corporate capital policy

    Scott Shuttleworth
    May 20, 2015

    As Australians we tend to have a strong attraction to the humble dividend. If our current markets are anything to go by, some investors may have chased yield whilst having thrown caution to the wind. Continue…

    by Scott Shuttleworth Posted in Investing Education.