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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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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.
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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.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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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.
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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.
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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.
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The next chapter in the Sirtex story
Roger Montgomery
March 17, 2014
In this article for the Switzer Super Report, Roger looks at Sirtex Medical as a follow up to his earlier discussion of the company. Read here.
by Roger Montgomery Posted in On the Internet.
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Sometimes, it pays to find the truly visionary leaders
Roger Montgomery
March 14, 2014
In this article for Cuffelinks, I discusses the fundamentals of value investing, and the importance of thinking like a visionary. Read here.
by Roger Montgomery Posted in Investing Education, On the Internet.
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