Monthly Archives: November 2015
Hard Landings
Roger Montgomery
November 6, 2015
Australians should have all eyes focused on China. China is the dog upon whose tail Australia is attached and our view, as you know, has been that the country would slow dramatically as it tries to rebalance from an economy heavily dependent on fixed asset formation to one reliant on the consumer. Continue…
by Roger Montgomery Posted in Foreign Currency, Insightful Insights.
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Are any of the bank stocks worth holding?
Roger Montgomery
November 5, 2015
In this interview with Peter Switzer, Roger Montgomery gives his views on local stocks and whether they’re a buy. Are any of the banks worth holding? Where to for the Australian share market in the wake of China’s slowing growth? Watch here.
by Roger Montgomery Posted in TV Appearances.
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INSIDE SPECIAL – ANALYST NOTES
Ben MacNevin
November 5, 2015
In a recent blog post we outlined our investment thesis for Resmed (ASX: RMD), the medical device manufacturer. In a follow up to this piece we are pleased to share an internal review of Resmed’s first quarter results for 2016. We hope this provides an insight into our ongoing dialogue with investments.
Continue…
by Ben MacNevin Posted in Companies.
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John McGrath launches investor roadshow ahead of float
Roger Montgomery
November 5, 2015
Ben Wilmot writes an article about Sydney real estate agent and television star John McGrath. He mentions Roger Montgomery and his support of the concept. Read here.
by Roger Montgomery Posted in In the Press.
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The long and the short of investing
Roger Montgomery
November 5, 2015
In this article, Roger explains short selling. He mentions four reasons why a “short” opportunity may arise. Read here.
by Roger Montgomery Posted in On the Internet.
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The Business – ABC News
Roger Montgomery
November 5, 2015
In this interview with Ticky Fullerton, Roger Montgomery discusses the sharemarket, the Australian dollar and the RBA’s decision not to cut rates. What does this mean for mortgage holders and the big banks?
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 Financial Services, Insightful Insights.
Board movements for October 2015
Roger Montgomery
November 5, 2015
Blenheim Partners have summarised the senior appointments and Board movements across the market for the month of October.
by Roger Montgomery Posted in Insightful Insights.
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Are there only 3 big banks?
Roger Montgomery
November 3, 2015
In this interview with Ross Greenwood, Roger discusses why he believes there is only 3 major banks in Australia. Listen here.
by Roger Montgomery Posted in Radio.
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