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Why I got out of coal: prices to remain soft
Roger Montgomery
August 8, 2015
In this column published in The Australian, Roger comments on the production and consumption of coal in China. He then asks what this means for Australia and if you can profit from a dried-up future? Read here.
by Roger Montgomery Posted in In the Press.
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Apple shares, government bonds: investment ideas from top emerging fund managers
Roger Montgomery
August 5, 2015
Jonathan Shapiro writes an article about the rise of Apple to become the world’s biggest company. He mentions Portfolio Manager Andrew Macken and his view on Apple and its price to earnings multiple. Read here.
by Roger Montgomery Posted in In the Press.
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Hold the celebrations
Roger Montgomery
July 30, 2015
In this column published in the August issue of Money magazine, Roger discusses if the benefits of a falling dollar may be overstated. Read here.
by Roger Montgomery Posted in In the Press.
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Where Buffett and Apple jump in, it may pay to follow
Roger Montgomery
July 29, 2015
In this column published in the Herald Sun, Roger discusses Warren Buffett, Apple and how to navigate low interest rates. Read here.
by Roger Montgomery Posted in In the Press.
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At the high end, profit margin, revenue growth can be a luxury
Roger Montgomery
July 25, 2015
In this column published in The Australian, Roger comments on luxury brands and a divergence that exists between reality and expectations. Read here.
by Roger Montgomery Posted in In the Press.
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Why I won’t invest in China’s stockmarket
Roger Montgomery
July 11, 2015
In this column published in The Australian, Roger comments on the performance of the Shanghai Composite Index and the challenges of investing in China. Read here.
by Roger Montgomery Posted in In the Press.
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Deal-maker strikes gold
Roger Montgomery
July 2, 2015
In this column published in the July issue of Money magazine, Roger continues to follow the transformation of a gold stock called Evolution Mining. Read here.
by Roger Montgomery Posted in In the Press.
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Aviation’s engine room maintains investor value
Roger Montgomery
June 27, 2015
In this column published in The Australian, Roger discusses whether the aviation industry should be off limits for prudent, long-term, global-minded investors. Read here.
by Roger Montgomery Posted in In the Press.
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Prada numbers game may disguise some poorer figures
Roger Montgomery
June 24, 2015
In this column, published in the Herald Sun, Roger discusses how luxury brand Prada is suffering from the crackdown on Chinese corruption. Read here.
by Roger Montgomery Posted in In the Press.
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Flight Centre, Invocare, ASX Ltd: Australian stocks with Warren Buffett appeal
Roger Montgomery
June 19, 2015
Jonathan Shapiro writes an article about Warren Buffett’s move to invest in ASX listed companies. He mentions Head of Research Tim Kelley and his view on Buffett’s recent announcement. Read here.
by Roger Montgomery Posted in In the Press.
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