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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.
by David Buckland Posted in On the Internet.
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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.
by Roger Montgomery Posted in On the Internet.
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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.
by Roger Montgomery Posted in On the Internet.
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Getting in shape to face 2015
Roger Montgomery
January 15, 2015
In Roger’s first column for Switzer in 2015, he gives a rundown of his favourites stocks. Read here.
by Roger Montgomery Posted in On the Internet, Value.able.
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BHP not worth the weight
Roger Montgomery
December 23, 2014
Adam Courtenay writes anyone reading about the Australian investment scene cannot escape the pull of BHP Billiton and to a slightly lesser extent, Rio Tinto. He quotes Roger’s perspective on this stock. 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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The boutique, growth and value manager approaches to Australian equities
Roger Montgomery
December 19, 2014
David Rowley published a story in late-December about the different approaches to investing in Australian equities. He covers the approach of Montgomery Investment Management. Read here.
by Roger Montgomery Posted in On the Internet.
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A Christmas fireside chat
Roger Montgomery
December 18, 2014
In this article, Roger wraps up 2014 and as we position ourselves on the blocks of 2015, it is worth considering how investors and consumers might behave. With Australia’s official cash rate already at 2.5% and having been there for 16 months, is another 25 basis point (0.25%) drop sometime next year going to get you off the couch? Read here.
by Roger Montgomery Posted in On the Internet.
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How managing money is like managing love
Roger Montgomery
December 15, 2014
In this article for The Switzer Super Report, Roger takes a quick look at our current thinking on the companies we currently hold in larger weightings in the portfolios. As always however, keep this in mind; we could change our mind tomorrow and/or new information could come to hand! Read here.
by Roger Montgomery Posted in On the Internet.
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Key issues for 2015
Roger Montgomery
December 9, 2014
In this newsletter, Roger talks about what you should be watching out for in 2015 and what to expect with property prices, index funds and shares. Read here.
by Roger Montgomery Posted in On the Internet.
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Take no income from the best companies
Roger Montgomery
December 5, 2014
In this article, Roger takes a different view of dividends and suggests businesses, shareholders and even Australia as a whole are missing out by the grovelling to investors’ demands for income. Read here.
by Roger Montgomery Posted in On the Internet.
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