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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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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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Sometimes, it pays to find the truly visionary leaders
Roger Montgomery
March 14, 2014
In this article for Cuffelinks, Roger discusses the fundamentals of value investing, and the importance of thinking like a visionary. Read here.
by Roger Montgomery Posted in On the Internet.
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One day, you’ll be glad you feel old and tired
Roger Montgomery
February 28, 2014
In this article for Cuffelinks, I discuss Facebook’s recent $21 billion acquisition of instant messaging app, WhatsApp. Read here.
by Roger Montgomery Posted in On the Internet, Technology & Telecommunications.
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One day, you’ll be glad you feel old and tired
Roger Montgomery
February 28, 2014
In this article for Cuffelinks, Roger discusses Facebook’s recent $21 billion acquisition of instant messaging app, WhatsApp. Read here.
by Roger Montgomery Posted in On the Internet.
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Flight Centre flying high
Roger Montgomery
February 20, 2014
In this article for the Switzer Super Report, I look at the success of Flight Centre and the company’s willingness to embrace the consumer preference for online purchasing. Read here.
by Roger Montgomery Posted in Consumer discretionary, On the Internet.