Monthly Archives: November 2017

The increasing challenges faced by our retailers are well documented.  But from adversity can come opportunity, provided a business is prepared to innovate.  And from the US comes the story of a retailer that did innovate, and has done more than just survive – it has thrived. Continue…

by Roger Montgomery Posted in Consumer discretionary.

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In this interview with Ross Greenwood Roger discusses the two parts to successful investing, intelligence and temperament. Also touching on part 2 of trying to fix Australia’s big issues.

by Roger Montgomery Posted in Radio.

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Here’s the outlook according to Westpac.  The following screenshots of two slides from Westpac’s results presentation summarises the banks official view about global and domestic growth.  While the quantums are absent, investors may benefit from their insights, remembering of course that there is absolutely no short term correlation between economic performance and stock market performance. Continue…

by Roger Montgomery Posted in Companies.

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REA Group’s (ASX: REA) share price has soared around 50 per cent over the last 12 months, with the market confirming our strong conviction that this is a really high-quality business.  And, pleasingly, there are several drivers that could propel the firm’s earnings for many years to come.
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by Scott Shuttleworth Posted in Companies, Property.

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by Roger Montgomery's Team Posted in Old Content.

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In this article published in The Australian, Roger discusses the opportunity for JB Hi-Fi despite Amazon arriving in Australia. Read here.

by Roger Montgomery Posted in In the Press.

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Roger Montgomery joined Paul Rickard on Switzer TV to discuss his worries of stretched valuations in markets and why it is currently difficult to find quality businesses.

by Roger Montgomery Posted in TV Appearances.

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Roger featured in Livewire’s first edition of their podcast to discuss the rules of investing and cover the most important concept, valuation. Listen here.

by Roger Montgomery Posted in On the Internet.

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by Roger Montgomery's Team Posted in Old Content.

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As global share markets head inexorably north, it’s easy to start feeling more relaxed. But my friend Jonathan Rochford offers a word of caution. In a recent note, he warns that a combination of high returns and low volatility could be setting up markets for a nasty pullback. And that’s not the only thing keeping him awake at night. Continue…

by Roger Montgomery Posted in Global markets.

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