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High quality, cheap stocks – ANZ, Ansell
Roger Montgomery
March 26, 2015
In this article for The Switzer Super Report, Roger comments on the expensive market and a few stocks worth buying. Read here.
by Roger Montgomery Posted in On the Internet.
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MEDIA
This is mean (-reverting that is)
Roger Montgomery
March 26, 2015
In this article, Roger talks about the risk that profits supporting the dividends of companies may turn out not to be there. He points out that ultimately the spread between share prices and their underlying drivers will mean-revert and when that time comes investors should be dancing very close to the door. Read here.
by Roger Montgomery Posted in On the Internet.
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MEDIA
iiNet investors revolt over rival TPG’s $1.4 billion takeover bid
Roger Montgomery
March 24, 2015
Sue Lannin writes a piece about iiNet investors, including founder Michael Malone, who are angry that the company’s board recommended the TPG offer. She mentions Roger and his view on the amount of time that was taken to consider the bid. Read here.by Roger Montgomery Posted in On the Internet.
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MEDIA
Market’s best-run companies
Roger Montgomery
March 20, 2015
In this article for the ASX, Roger writes about a simple guide on how to assess company management. Read here.
by Roger Montgomery Posted in On the Internet.
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MEDIA
Getting a handle on Ansell
Roger Montgomery
March 12, 2015
In this article for The Switzer Super Report, Roger comments on the advantage of holding a higher cash weighting as it gives the ability to be an opportunist. During reporting season one company showed a much stronger result than we had previously forecast. Read here.
by Roger Montgomery Posted in On the Internet.
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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
‘Selfie’ Shtick Focuses on Dividends
Roger Montgomery
March 4, 2015
Vera Sprothen writes an insightful piece about the market, and mentions Roger’s concern that low interest rates fundamentally corrupt an investor’s sense of risk. Read here.
by Roger Montgomery Posted in On the Internet.
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MEDIA
Bubbles and the corruption of risk
Roger Montgomery
February 26, 2015
In this article, Roger comments on the demographic avalanche of retiring baby boomers, low interest rates and a disproportionately large amount of their wealth in cash. Read here.
by Roger Montgomery Posted in On the Internet.
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MEDIA
Infomedia – the little Aussie battler
Roger Montgomery
February 26, 2015
In this article for The Switzer Super Report, Roger explores Infomedia. In the first half of financial year 2014, the company revealed solid revenue growth in every geographic region in which it operates but because it is an illiquid stock brokers cannot generate a great deal of brokerage from recommending it, so they don’t. Read here.
by Roger Montgomery Posted in On the Internet.
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MEDIA
Vocation shares slump after returning to trade
Roger Montgomery
February 23, 2015
Neal Woolrich writes a comprehensive piece about Vocation. He mentions Roger Montgomery and his observations on the company as the majority of the IPO proceeds were taken out by the vendors. Read here.
by Roger Montgomery Posted in On the Internet.
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MEDIA
IS THE MARKET GOING UP IN 2015?
Roger Montgomery
February 20, 2015
In this article, Roger comments on the market so far in 2015. He writes about the difficulty to predict markets, often driven more in the short term by the collective mood swings of large numbers of human beings, and less by rational argument. He also gives some suggestions to achieving long term investment success. Read here.
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