A quick look back Q1 2014, what occupied our thoughts?
Over the next few days, we will take a look back at 2014 and highlight the most popular articles based on your views and comments.
In January, the most popular article was a white paper we wrote about the growth of technology disrupting the millon-dollar accounting software market and the impact on Reckon. We also covered Dulux Group and the challenging times ahead with uncertainty surrounding the housing construction market.
In the subscriber-only double edition white paper, find out whether either company is Montgomery investment grade. Note, you will need to log in as a subscriber to see this paper.
In February, our readers had a keen eye on the wash up of the half-year reporting season. We came up with our list of the market’s best and, by default, less-than-best performers.
In March Tim Kelley wrote about finding a high quality business trading at a discount to its intrinsic value, TechnologyOne.
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.
