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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.
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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The eternal chase for alpha
Roger Montgomery
November 20, 2014
In this article for The Switzer Super Report, Roger comments on alpha, that elusive figure of outperformance that sustains the industry of investment management. However, alpha is notoriously difficult to acquire and with some slight of thought it’s quite easy to answer the question of why this is so. Read here.
by Roger Montgomery Posted in On the Internet.
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WHAT WORKS IN EQUITY MARKETS?
Roger Montgomery
November 18, 2014
In this article, Roger comments on the different types of investors. At one extreme you have high frequency traders who rely on technology to allow them to place orders with lightning speed and eke out a small percentage profit on huge numbers of small trades in the margin between buyer and seller. At the other extreme you have patient, long-term value investors who are happy to leave a good stock in the bottom drawer for years or decades, and allow compound returns to work their magic. In between these extremes, there are perhaps as many different investment styles as there are individual investors. Read here.
by Roger Montgomery Posted in On the Internet.
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Bank capital in a post-FSI world
David Buckland
November 7, 2014
In this article, David Buckland comments on the two main issues relating to bank capital from the upcoming Financial Services Inquiry report due to be released in November 2014. Read here.
by David Buckland Posted in On the Internet.
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