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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.
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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.
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‘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.
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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.
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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.
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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.
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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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lessons to learn from Arrium
David Buckland
January 29, 2015
In this article for The Switzer Super Report, David comments on the decline of the Arrium share price as a result of the serious downturn in the price of iron ore, the difficult outlook for the steel division and the relatively high indebtedness. Read here.
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Who’ll win in our National Broadband Network future?
Roger Montgomery
January 29, 2015
In this article, Roger comments on the NBN roll out to regional areas and how this equalises wholesale costs. He notes that as a result of this Telstra’s regional broadband market share should deteriorate as competitors compete. Read here.
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What you should be watching out for in 2015
Roger Montgomery
January 21, 2015
In this article, Roger comments on the top investment issues for 2015. Firstly, the historical tendency for markets to eventually fall as interest rate rise and the impact this can have on all stocks. Then the need to be prepared for the inevitable – albeit deferred – impact the Financial System Inquiry will have on banks as positives from credit growth are offset by inevitable increases in capital requirements. Finally, further declines in iron ore prices and increasing investment property loans may impact resource and consumer sentiment respectively. Read here.
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