Market Valuation
-
MEDIA
What impact will the changing Global Economy have on Aussie Stocks?
Roger Montgomery
March 7, 2013
In these highlights from the Sky Business Switzer program broadcast 7 March, Roger provides his insights on how recent developments in U.S. interest rate policy and Chinese domestic construction are likely to impact the Australian market. Watch here.
by Roger Montgomery Posted in Energy / Resources, Insightful Insights, Market Valuation, TV Appearances.
-
MEDIA
A rising tide lifts all boats……
Roger Montgomery
February 19, 2013
In this edition of Ross Greenwood’s program on Radio 2GB, in typical style Roger provides his broad-ranging insights into the rising tide in the Australian stock market, what the continued lack of of innovation in manufacturing holds for Australia, and the impact of current market conditions on Australian farming. Listen here.
This program went to air on 19 February 2013.
by Roger Montgomery Posted in Market Valuation, Radio.
- save this article
- POSTED IN Market Valuation, Radio
-
Monadelphous Group – Revenue growth to flatten from Fiscal 2014
David Buckland
February 19, 2013
The Monadelphous Group (MND) is one of Australia’s most successful project management, construction, asset management and maintenance service companies focused on the Resource, Energy and Infrastructure sectors. Revenue, over the five years to June 2013, is forecast to jump from under $1.0 billion to $2.6 billion.
Mona’s interim report, released on Tuesday 19 February, revealed a more sober outlook from Fiscal 2014.
by David Buckland Posted in Insightful Insights, Market Valuation.
-
Nothing happened but who should we believe?
Roger Montgomery
February 14, 2013
It seems even the facts are up for interpretation when reading reports of what happened overnight. Is the invention of news signs of indigestion?
As you know I have long suggested that the daily market wrap is a bit of an information free zone for long-term investors. Occasionally however it can be funnier than the comic strips. This morning the overnight reports that arrived in our inbox gave us reason to have a chuckle.
Perhaps nothing happened but no journalist could possibly write “nothing happened”…
by Roger Montgomery Posted in Insightful Insights, Market Valuation, Value.able.
-
Too Much Bull?
Roger Montgomery
February 13, 2013
Last week several media outlets reported that Merrill Lynch had released a prediction that the market may correct. Without giving you the entire report – you need to become a client of Bank of America Merrill Lynch for that (To enquire about becoming a client contact: Bank of Amercia Merrill Lynch: Lvl38/ 1 Farrer Pl, Governor Phillip Tower, Sydney NSW 2000 (02) 9225 6500) – we thought you should be aware of the interesting work they are doing.
continue…by Roger Montgomery Posted in Insightful Insights, Market Valuation, Value.able.
-
WHITEPAPER
HIGHER RETURNS AND LOWER RISK? YES, IT’S POSSIBLE WITH PRIVATE CREDIT
Discover how private credit can deliver higher returns with lower risk in our latest whitepaper. Learn how the Aura Core Income Fund’s AA equivalent rated portfolio has consistently outperformed while maintaining transparency and robust risk management. Unlock the insights to achieve superior risk-adjusted returns today.
READ HERE -
MEDIA
Stick to stocks with edge
Roger Montgomery
February 1, 2013
In his February 2013 Money Magazine column, Roger outlines why it serves rational value investors to ignore the predictors of market fluctuations. Read here.
by Roger Montgomery Posted in Insightful Insights, Investing Education, Market Valuation, On the Internet.
-
MEDIA
Back to the Good Old Days?
Roger Montgomery
January 29, 2013
In his first television appearance for 2013, Roger provides his insights into the reasons behind the recent rallies on Australian and Global Markets and how and if these trends will continue in discussion with Ticky Fullerton on ABC1’s The Business (Roger appears at 3:30). Watch here.
This edition of The Business was broadcast on Tuesday 29th January 2013.
by Roger Montgomery Posted in Companies, Insightful Insights, Market Valuation, TV Appearances.
-
Codan – a golden opportunity
Russell Muldoon
January 25, 2013
On 18 January, it was reported here that a 5.5 kg gold nugget (worth up to $300,000) was found in Ballarat with the help of a Minelab GPX-5000 metal detector. Minelab is a world class brand owned and managed by Codan Limited (ASX: CDA), a company that we hold in our investment funds.
continue…by Russell Muldoon Posted in Energy / Resources, Market Valuation.
-
Brand Manager Battles
Russell Muldoon
January 24, 2013
The half-year reporting season has begun in earnest this week with a slight trickle of financials coming through.
Of little interest to us so far are the reports from a number of listed investment companies (LIC’s) and also Agenix Limited (ASX: AGX), an unprofitable early-stage medical device company. These reports and many others like them are quickly pushed to one side to ensure we focus our time, energy and effort on more productive outcomes. Conversely, we have read GUD Holdings half year with interest.
continue…by Russell Muldoon Posted in Insightful Insights, Market Valuation.
-
McMillan Shakespeare
Russell Muldoon
January 18, 2013
The recent share price fall (now partially recovered) in McMillan Shakespeare over the past week can largely be attributed to this article in The Australian.
by Russell Muldoon Posted in Insightful Insights, Market Valuation.
