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.
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Webjet and Wotif have revolutionised the way Australians organise their travel arrangements. With both companies vying to be the leading travel website in the region, what are the prospects? Roger analyses here.
Mr Andrew Robb was on the front page of the Australian Financial Review on Wednesday as the new minister for Trade and Investment.
Now, I reckon most of us at Montgomery lean a little to the right. We certainly believe business is an important engine of our nation and a very important source of prosperity (if ‘prosperity’ is measured by how much stuff we can afford to buy). Personally, according Vote Compass, I sit squarely in the middle, which might explain why I don’t believe that economists got it right when they decided to use consumption as a proxy for ‘happiness’.
That aside, we know that the LNP is supportive of big business. I mentioned as much on the ABC this week with Ros Childs and Ticky Fullerton. Their logic is simple; big business can employ the most people quickly and make all the economic performance measures such as employment and GDP look good. Sadly this short-term window dressing will ultimately produce an emperor with no clothes. Continue…
In this interview with Peter Switzer on Switzer Report, Roger talks to Peter about the Australian economy. Is it up for grabs by the highest bidder? Listen to Roger’s view here.
In this article in Cuffelinks newsletter, Roger analyses Ben Graham’s ‘voting’ and ‘weighing’ machines. Read here.
In this interview with Ross Greenwood on Radio 2GB’s Money News show, Roger responds to international news stories that are calling Aussie banks overvalued. Are they just attention grabbing headlines, or is there more to it? Listen here.
In these highlights from ABC’s The Business, Roger talks to Ticky Fullerton about the latest addition to the new Abbott government, Andrew Robb. He’s keen to impress that Australia is open for business, but how much foreign investment is the right amount and does it come at a price? Find out here.
In this month’s subscriber-only white paper, Roger analyses two companies: ARB Corporation and Speciality Fashion Group. What are the prospects for these two businesses?
This month’s edition of Best of the Best, our new digital magazine for Montgomery investors, is on its way. If you’re a Montgomery investor, look out for it in your inbox today.
