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
-
MEDIA
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.
- READ ONLINE
- save this article
- POSTED IN On the Internet
-
MEDIA
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.
- READ ONLINE
- save this article
- POSTED IN On the Internet
-
MEDIA
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.
- 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
Think about risks as well as returns
Roger Montgomery
April 17, 2014
In this article for Cuffelinks, Roger weighs the importance of risk management: a somewhat boring but important topic for investors who wish to do well over the long-term. Read here.
by Roger Montgomery Posted in On the Internet.
- READ ONLINE
- save this article
- POSTED IN On the Internet
-
MEDIA
The market’s best companies
Roger Montgomery
April 16, 2014
Published in the April 2014 edition of the ASX Investor Update email newsletter, which was then featured on the Fin Review’s website, Roger provides a checklist to help spot great companies, and nominates 15 that fit the criteria. Read here.
by Roger Montgomery Posted in On the Internet.
- READ ONLINE
- save this article
- POSTED IN On the Internet
-
MEDIA
IPO opportunity in Japara Healthcare
Roger Montgomery
April 3, 2014
In this article for the Switzer Super Report, Roger takes a close look at healthcare company Japara Healthcare, ahead of its imminent IPO. Read here.
by Roger Montgomery Posted in On the Internet.
- READ ONLINE
- save this article
- POSTED IN On the Internet
-
MEDIA
Material shift from production to distribution
Roger Montgomery
March 28, 2014
In the article for Cuffelinks, Roger looks at the fundamental change occurring in the global production of basic materials, thanks largely to the huge upswing in supply from the Asian markets. Read here.
by Roger Montgomery Posted in On the Internet.
- READ ONLINE
- save this article
- POSTED IN On the Internet
-
MEDIA
Carsales has plenty of potential
Roger Montgomery
March 20, 2014
In this article for the Switzer Super Report, Roger looks at the success of Carsales, and the outperformance of online list providers in general. Read here.
by Roger Montgomery Posted in On the Internet.
- READ ONLINE
- save this article
- POSTED IN On the Internet
