On the Internet
-
MEDIA
JB Hi-Fi – can growth be maintained?
Roger Montgomery
August 7, 2014
In this article for The Switzer Super Report, Roger looks to JB Hi-Fi, a company that’s had a stellar run over the past decade, who may now be facing slowed growth in light of competitive forces. Read here.
by Roger Montgomery Posted in On the Internet.
- READ ONLINE
- save this article
- POSTED IN On the Internet
-
MEDIA
Learn your knowns and unknowns
Roger Montgomery
July 31, 2014
In this article for Cuffelinks, Roger helps investors to better judge when they know enough about a company to make an investment. Read here.
by Roger Montgomery Posted in On the Internet.
- READ ONLINE
- save this article
- POSTED IN On the Internet
-
MEDIA
Why airlines don’t make for a good investment
Roger Montgomery
July 24, 2014
Earlier in the week, I spoke to Elena Torrijos of Yahoo Finance Singapore, about why airlines don’t make good investments, and you can read Elena’s article on Yahoo here.by Roger Montgomery Posted in Airlines, On the Internet.
- save this article
- POSTED IN Airlines, On the Internet
-
MEDIA
Tassal – something smells fishy
Roger Montgomery
July 24, 2014
In this article for The Switzer Super Report, Roger considers Atlantic salmon producer Tassal, and the larger agricultural investment theme. Read here.
by Roger Montgomery Posted in On the Internet.
- READ ONLINE
- save this article
- POSTED IN On the Internet
-
MEDIA
Big bumper opportunities for ARB Corporation
Roger Montgomery
July 10, 2014
In this article for The Switzer Super Report, Roger looks closely at automobile accessory provider ARB, and its attempts at going global. Read here.
by Roger Montgomery Posted in On the Internet.
- READ ONLINE
- save this article
- POSTED IN On the Internet
-
WHITEPAPER
HIGHER RETURNS AND LOWER RISK? YES, IT’S POSSIBLE WITH PRIVATE CREDIT
Discover how private credit can deliver higher returns with lower risk in our latest whitepaper. Learn how the Aura Core Income Fund’s AA equivalent rated portfolio has consistently outperformed while maintaining transparency and robust risk management. Unlock the insights to achieve superior risk-adjusted returns today.
READ HERE -
MEDIA
Flight Centre – things to excite investors
Roger Montgomery
June 26, 2014
In this article for The Switzer Super Report, Roger weighs up the pros and cons of the traditional bricks-and-mortar travel agency model of Flight Centre. Read here.
by Roger Montgomery Posted in On the Internet.
- READ ONLINE
- save this article
- POSTED IN On the Internet
-
MEDIA
The resource service sector headwinds
Roger Montgomery
June 12, 2014
In this article for The Switzer Super Report, Roger breaks down the findings of the Bureau of Resources and Energy Economics (BREE) biannual Resources and Energy Major Projects report, and what it means for the resource services sector. Read here.
by Roger Montgomery Posted in On the Internet.
- READ ONLINE
- save this article
- POSTED IN On the Internet
-
MEDIA
Don’t set and forget
Roger Montgomery
June 6, 2014
In this article for Cuffelinks, Roger reminds us that during periods of material uncertainty, even companies with the longest records of success may not emerge with their competitive position intact. Read here.
by Roger Montgomery Posted in On the Internet.
- READ ONLINE
- save this article
- POSTED IN On the Internet
-
MEDIA
Amcom – reaching for the clouds
Roger Montgomery
May 29, 2014
In this article for the Switzer Super Report, Roger looks at cloud storage industry, and more closely – the Amcom proposition. Read here.
by Roger Montgomery Posted in On the Internet.
- READ ONLINE
- save this article
- POSTED IN On the Internet
-
MEDIA
Technical versus fundamental analysis in equity markets
Roger Montgomery
May 23, 2014
In this article for Cuffelinks, Roger considers the differences between technical investors (who favour historical share price movements) and fundamental investors (who favour value). Read here.
by Roger Montgomery Posted in On the Internet.
- READ ONLINE
- save this article
- POSTED IN On the Internet
