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What if web giants merged?
Roger Montgomery
September 21, 2013
Webjet and Wotif have revolutionised the way Australians organise their travel arrangements. With both companies vying to be the leading travel website in the region, what are the prospects? Roger analyses here.
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Ainsworth has the numbers
Roger Montgomery
September 7, 2013
Love them or hate them, there’s money to be made in pokies. Or is there? Roger discusses his view in this article for The Australian. Read here.
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Mining services: has the tide gone out?
Roger Montgomery
September 4, 2013
In this column for the Herald Sun, Roger examines the mining services space. Are there any value investing opportunities left? Read here.
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Why quality comes first
Roger Montgomery
September 1, 2013
In this month’s column for Money magazine, Roger talks about why investors should back companies that will last the distance. Read here.
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Domino’s topping out
Roger Montgomery
August 24, 2013
Domino’s is a company that has revolutionised the way pizzas are sold. But can it maintain its recent earnings trajectory? Roger discusses in this article for The Australian. Read here.
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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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Weathering the resources storm
Roger Montgomery
August 14, 2013
In this article for the Herald Sun, Roger focuses on mining services, and specifically on Monadelphous’s performance and prospects. Read here.
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Virtuous circles create wealth
Roger Montgomery
August 10, 2013
In this column for The Australian, Roger talks about how Resmed has used so-called “virtuous circles” to drive its business. Read here.
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How to beat the pros
Roger Montgomery
August 1, 2013
In this month’s column for Money magazine, Roger urges you to find what you’re good at in investments – and exploit it. Read here.
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Gold producers worth a look
Roger Montgomery
July 27, 2013
In this column for The Australian, Roger talks about whether gold producers might provide a good investment opportunity. Read here.
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Healthcare a healthy sector?
Roger Montgomery
July 24, 2013
In this article for the Herald Sun, Roger looks at the healthcare sector and gives his view on Sigma Pharmaceuticals. Read here.
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