Monthly Archives: November 2015
The King
Russell Muldoon
November 30, 2015
“Revenue is vanity, profits are sanity and cash flow is reality”. That was a quote I heard from a very successful business man and a company I was fortunate enough to be researching in my formative years as an analyst. Thankfully, it stuck.
Poor cash management practices are the number one reason why businesses go bankrupt. Without the proper amount of cash on hand, reckless spending on unprofitable ventures or worse a business that doesn’t produce any, entities can run into trouble quicker than you think wreaking havoc on your portfolio. Continue…
by Russell Muldoon Posted in Insightful Insights.
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How do you pick a bargain in shares? It’s important to spot dumb prices first
Roger Montgomery
November 28, 2015
In this column published in The Australian, Roger discusses the decline of so called blue-chip shares and how to identify a bargain. Read here.
by Roger Montgomery Posted in In the Press.
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Vocation Education: A tough lesson
Ben MacNevin
November 26, 2015
Vocation Limited (ASX: VET), the troubled vocational education provider, has entered into voluntary administration. Continue…
by Ben MacNevin Posted in Insightful Insights.
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Smart money on next generation
Roger Montgomery
November 25, 2015
In this column published in the Herald Sun, Andrew Macken the shift in spending among the millennial generation. Read here.
by Roger Montgomery Posted in In the Press.
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Did you ask a question?
Roger Montgomery
November 25, 2015
Each quarter we provide a Boardroom Breakfast video to all Montgomery clients. For those still considering investing with us we presented a webinar that more than a thousand people registered for, so there was simply no way we were going to be able to answer every question asked. And there was a bunch! One that was asked that we promised to publish the answer to immediately was a request for the top ten stocks by Return on Equity (ROE). Continue…
by Roger Montgomery Posted in Insightful Insights.
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The Business – ABC News
Roger Montgomery
November 25, 2015
In this interview with Ticky Fullerton, Roger comments on Glen Stevens’ speech on investing in the long run. He reinforces the idea that shareholders need to appreciate the long term benefits of companies that reinvest their dividends.
You can listen to all of the team’s television interviews through browsing our media library, view more clips here.
by Roger Montgomery Posted in Insightful Insights.
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