Value.able: Six new stocks
Roger Montgomery shares his Value.able insights on six new companies that meet one of his strict criteria criteria of extraordinary businesses – recurring revenue. Read Roger’s article at www.eurekareport.com.au.
Roger Montgomery is the Founder and Chairman of Montgomery Investment Management. Roger has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and stockbroking. Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.
This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.
rob cane
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gooday Roger & all…
disappointed you were not @ the melbourne trading/investment expo…spoke with Peter Switzer & he said you “favoured” sydney!!!!
I attended a lecture and as I was early the host invited me to offer a stock..so said mce…he went through their criteria & it failed as we would expect on 2012 earnings…THEN said he went to Perth on the weekend & visited the Henderson plant…came back & bought some more. I asked if he spoke with senior mce people..said no but his analyists had….rob.
Roger Montgomery
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I grew up in Melbourne and I am there all the time but had other engagements here in Sydney. Let Pete have his fun. Regarding MCE I was told by the CEO of the company that gave your lecture that it was their largest position in their fund and they “took a bath on it”. Would need at least one specific from the analyst before being curious.