Monthly Archives: November 2015

With news that retail ownership of shares are at the lowest level since the turn of the century (which is a more dramatic way of saying, in the last fifteen years), it’s quite possible there’s a great deal of opportunity. You can understand why many have lost interest. The problem for investors however is they’re focused on the index rather than individual companies.
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by Roger Montgomery Posted in Insightful Insights, Whitepapers.

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In this column published in The Australian, Roger reviews the gambling industry and whether the outlook for Scientific Games might improve any time soon. Read here.

by Roger Montgomery Posted in In the Press.

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In our review of the poker machine manufacturing industry some time ago, we learned that demographics are playing a big part of the industry’s future. Put simply, younger people aren’t playing the slots or ‘pokies’. 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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It’s always useful to read the musings of the more reputable global hedge fund managers. Continue…

by Roger Montgomery Posted in Insightful Insights.

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The outlook for the banks has been a hotly debated topic with shareholders stumping up billions of dollars to sure up balance sheets. In this interview Roger shares his preferred pick of the banks. Watch here.

by Roger Montgomery Posted in TV Appearances.

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Altium Limited (ASX: ALU) is a business we own in our domestic portfolios at Montgomery. It’s highly likely that the business is unfamiliar to most investors given it’s by no means a big business and nor would it be considered by many to be a ‘blue-chip’, but that’s probably why we like it. Continue…

by Russell Muldoon Posted in Insightful Insights.

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What would you think if I suggested you open a chain of bookstores? Would you be enthusiastic about the prospects or would you be wary?

There’s a chain of 1372 US based bookstores whose revenues are declining at a rate of 10 per cent annually. They carry between 22,000 and 164,000 titles, which is a lot of inventory. Their competitors aren’t minnows either, and include Amazon, Apple and WalMart. Continue…

by Roger Montgomery Posted in Insightful Insights.

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It’s been another big quarter for Montgomery, and The Montgomery Fund in particular.

You might recall that at the 18-month mark, The Montgomery Fund (‘The Fund’) learned it had attracted an Investment Grade rating from the highly respected research house, Lonsec. Continue…

by Roger Montgomery Posted in Insightful Insights.

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In this column published in the Herald Sun, Roger describes short selling, using Barnes and Noble as one example of the sorts of opportunities available to investors when the markets aren’t rising. Read here.

by Roger Montgomery Posted in In the Press.

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