On the Internet
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MEDIA
How to spot a dud retailer
Roger Montgomery
April 9, 2015
In this article for The Switzer Super Report, Roger comments on how to spot a dud retailer, using Kathmandu as an example. 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. Fundamentals might not be making a lot of sense right now, but sooner or later mean reversion will kick in. Read here.
by Roger Montgomery Posted in On the Internet.
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MEDIA
What to expect… next
Roger Montgomery
March 26, 2015
In this article, Roger comments on the current boom in Australian share prices that is difficult to ignore. However, he writes that caution should always be at the back of every investor’s mind. Read here.
by Roger Montgomery Posted in On the Internet.
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MEDIA
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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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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