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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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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.
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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.
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Ramsay passes health check with flying colours
Roger Montgomery
May 15, 2014
In this article for the Switzer Super Report, Roger looks at the shape of the healthcare industry, in particular: Ramsay Health Care, but also ResMed and Sirtex Medical. Read here.
by Roger Montgomery Posted in On the Internet.
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Avoid too much yeast when making dough
Roger Montgomery
May 9, 2014
In this article for Cuffelinks, Roger likens market confidence and deal activity to the role of yeast when baking bread. Just like in baking, there must be a balance of the right ingredients to generate value. Read here.
by Roger Montgomery Posted in On the Internet.
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Dollar to fall – buy these stocks
Roger Montgomery
April 28, 2014
In this article for the Switzer Super Report, Roger gives his stock picks that would benefit from a lower Aussie dollar. Read here.
by Roger Montgomery Posted in On the Internet.
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