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The NBN’s impact on Telstra, iiNet and TPG
Roger Montgomery
August 28, 2014
In this article for The Switzer Super Report, Roger considers the impact the NBN will have on existing telecom providers. Read here.
by Roger Montgomery Posted in On the Internet.
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MEDIA
Deep dives make better investment decisions
Roger Montgomery
August 15, 2014
In this article for Cuffelinks, David Buckland considers what it takes to make better investment decisions. Read here.
by Roger Montgomery Posted in On the Internet.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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