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Amazon: The JB Hi- Fi opportunity
Roger Montgomery
November 6, 2017
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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Picking survivors amid the Amazon onslaught
Roger Montgomery
October 26, 2017
In this article published in The Australian, Roger discusses the arrival of Amazon, which retail companies will survive? Read here.
by Roger Montgomery Posted in In the Press.
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It takes bravery to paddle against the ‘new paradigm’
Roger Montgomery
October 20, 2017
In this article published in the Herald Sun, Roger discusses whether higher interest rates and inflation will emerge. Read here.
by Roger Montgomery Posted in In the Press.
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Bubble trouble as online shopping giants inherit the questionable logic of logistics
Roger Montgomery
October 11, 2017
In this article published in The Australian Roger discusses logistics companies and questions if they are part of the online boom or part of its problem. Read here.
by Roger Montgomery Posted in In the Press.
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A chance to rebuild profits
Roger Montgomery
October 10, 2017
In this article published in Money Magazine, Roger discusses the construction sector and three companies within this sector – James Hardie, Boral and CSR. Read here.
by Roger Montgomery Posted in In the Press.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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MEDIA
Red flags everywhere: higher interest will bring stock valuations down
Roger Montgomery
September 25, 2017
In this article published in The Australian Roger discusses the current red flags in the market, will higher interest rates bring stock valuations down? Read here.
by Roger Montgomery Posted in In the Press.
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You can bank on this
Roger Montgomery
September 22, 2017
In this article for the Switzer Super Report, Roger discusses the banking sector. Read here.
by Roger Montgomery Posted in In the Press.
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No prize for first but days of set-forget are finished
Roger Montgomery
September 11, 2017
In this article published in The Australian Roger discusses investing in new technology, and the truth about who wins from this. Read here.
by Roger Montgomery Posted in In the Press.
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Only one ending when price-to-earnings ratios get too silly
Roger Montgomery
September 11, 2017
In this article published in the Herald Sun, Roger discusses how investing in the Nifty Fifty ended badly for many, and shows the downside of investing fads. Read here.
by Roger Montgomery Posted in In the Press.
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Classified information
Roger Montgomery
September 8, 2017
In this article published in Money Magazine, Roger discusses the marketing sector and three companies within this sector. Read here.
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