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Just how good are our banks?
Roger Montgomery
November 12, 2014
The major Australian banks are such a staple investment that shareholders need to check their belief in the sector from time to time. The good times may not last forever – they never do – but the temptation of generous dividends has seen investors push up capital values.The story for anyone whose portfolio is weighted towards the big banks has been a good one for the past few years, but it is not a time to be complacent. Jeremy Chunn interviews Roger Montgomery for the story. Read here.
by Roger Montgomery Posted in In the Press.
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Declining profits here to stay for TV networks
Roger Montgomery
November 8, 2014
In this column, published in The Australian, Roger comments on the Australian and US television networks and the impact of streaming content on the internet. Read here.
by Roger Montgomery Posted in In the Press.
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There’s price and then there’s value
Roger Montgomery
October 29, 2014
In this column published in the Herald Sun, Roger takes a look at property and the current market prices. Apartments are selling for more per square meter than the securely tenanted commercial building. Read here.
by Roger Montgomery Posted in In the Press.
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Don’t let cash earnings cloud your sense of risk
Roger Montgomery
October 25, 2014
In this column, published in The Australian, Roger reflects on the value of holding onto significant amounts of cash to protect investors’ funds when the market is expensive and good value is absent. Read here.
by Roger Montgomery Posted in In the Press.
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Winners from a lower dollar
Roger Montgomery
October 13, 2014
In this column published in the November issue of Money magazine, Roger reminds us to look at companies that get their revenue from the US and Europe. Read here.
by Roger Montgomery Posted in In the Press.
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Pressure still on for firms that service mining industry
Roger Montgomery
October 1, 2014
In this column published in the Herald Sun, Roger discusses the modest share price recovery from the likes of Southern Cross Electrical, Sedgman, Bradken and Ausdrill. Read here.
by Roger Montgomery Posted in In the Press.
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Bouncing back from adversity to increase profits
Roger Montgomery
September 27, 2014
In this column, published in The Australian, Roger comments on company outlook statements for 2015 and the need to re-evaluate previous valuations and estimations for future prospects. Read here.
by Roger Montgomery Posted in In the Press.
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Cautious time for Carsales
Roger Montgomery
September 24, 2014
In this column published in the Herald Sun, Roger takes a look at careless.com.au and it’s future prospects. Read here.
by Roger Montgomery Posted in In the Press.
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Back down to earth
Ben MacNevin
September 15, 2014
In this article, published in the October issue of Money magazine, Ben MacNevin reminds us that clever accounting can’t hide the underlying woes of a business. Read here.
by Ben MacNevin Posted in In the Press.
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Do the work and the rewards are there for investors
Tim Kelley
August 30, 2014
In this column published in the The Australian, Tim discusses three suggested sources of investment outperformance. Read here.
by Tim Kelley Posted in In the Press.
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