In the Press
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MEDIA
Biotechs not for the unwary but patience pays
Roger Montgomery
March 19, 2015
Brian Robins writes an article about the latest gyrations of biotech company Sirtex. He mentions Roger and Montgomery Investment Management’s decision to wade in and buy the shares, since the shares were trading at their lowest level since mid-2014 after the sharp drop in price earlier this week. Read here.
by Roger Montgomery Posted in In the Press.
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MEDIA
A nightmare? Why veteran investor Peter Hall has been buying Sirtex
Roger Montgomery
March 18, 2015
Brian Robins writes an article about Sirtex’s share price that more than halved on Tuesday and how the plunge triggered quick buying for long-term holder Peter Hall. He mentions Roger and the firm’s investment holding in Sirtex. Read here.
by Roger Montgomery Posted in In the Press.
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MEDIA
Arguments for a boom but also a good case for caution
Roger Montgomery
March 11, 2015
In this column, published in the Herald Sun, Roger discusses whether the market will boom or bust in 2015. Read here.
by Roger Montgomery Posted in In the Press.
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MEDIA
Superannuation funds hoard cash in pricey market
Roger Montgomery
March 11, 2015
by Roger Montgomery Posted in In the Press.
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MEDIA
Don’t bet the bank on a rising stockmarket
Roger Montgomery
March 7, 2015
In this column published in The Australian, Roger looks at baby boomers being forced into a narrowing band of sufficiently high-quality company shares with stable income, where price to earnings ratios are reaching multiples that simply won’t be sustainable over the next few years. Read here.
by Roger Montgomery Posted in In the Press, Insightful Insights.
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MEDIA
Find the hidden gems
Roger Montgomery
March 5, 2015
In this column published in the March issue of Money magazine, Roger illustrates how time spent on research can pay off. He looks closely at Bentham IMF to show how a quantitative screen run at the end of the 2014 financial year might have failed to uncover the company. Read here.
by Roger Montgomery Posted in In the Press.
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MEDIA
Telstra’s market value doesn’t really ring true
Roger Montgomery
February 21, 2015
In this column published in The Australian, Roger looks at Telstra’s market value and discusses whether yield hungry investors might have bought Telstra for its dividend in recent years, and turned a blind eye to the underlying value. Read here.
by Roger Montgomery Posted in In the Press.
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MEDIA
Hangover looms for revellers when market party’s over
Roger Montgomery
February 18, 2015
In this column, published in the Herald Sun, Roger comments on baby boomers who sold out of stocks at the bottom of the GFC who now have a disproportionately large amount of cash sitting in the bank, earning low rates. Read here.
by Roger Montgomery Posted in In the Press.
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MEDIA
Baby boomers ignore China lag and bond bubble at their peril
Roger Montgomery
February 7, 2015
In this column published in The Australian, Roger looks at the Australian share market increase and the resultant chase for yield into risky products. Furthermore, as the period of low interest rates gets longer investors are desperate to shore up their income. Read here.
by Roger Montgomery Posted in In the Press.
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MEDIA
Medibank – a Healthy pay-off
Roger Montgomery
February 5, 2015
In this column published in the February issue of Money magazine, Roger illustrates how an astute investor can identify value and seek to buy stocks for materially less than they are worth. He looks closely at Medibank as the leader in a stable and concentrated private health insurance industry. Read here.
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