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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.
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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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.
by Roger Montgomery Posted in On the Internet.
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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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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.
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