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Value.able: Thanks for nothing
Roger Montgomery
September 21, 2011
The track record of acquisitions in Australia is nothing short of appalling. To the detriment of employees and shareholders, hundreds of billions of dollars have been lost. Yet managers continue to be remunerated for sub-standard returns. Read Roger’s article at www.eurekareport.com.au.
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Value.able: Why Cochlear looks cheap
Roger Montgomery
September 14, 2011
Cochlear is one of the highest-quality companies listed on the ASX today. This week the recall of its flagship hearing device resulted in the subsequent slashing of the company’s share price, by almost 30 per cent in three days. Remember, during the GFC Cochlear shares fell from $78 to $44. In 2021 we won’t be thinking about this recent recall, just as nobody now talks about the Wembley Stadium delays that dogged Multiplex back in 2006. So are Cochlear’s glory days over, or is it oversold? Will the recall inflict permanent scars? Roger Montgomery’s guess is that it will not. Indeed, the sell-down could be a dream come true for value investors. Read Roger’s article at www.eurekareport.com.au.
by Roger Montgomery Posted in Media Room, On the Internet.
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Is Woolworths a good buy?
Roger Montgomery
September 7, 2011
If your strategy is to buy extraordinary businesses trading at discounts to intrinsic value, Woolworths offers the required combination. Roger Montgomery explains why Woolworths is a good buy. Read Roger’s article.
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Value.able: The Best Defence
Roger Montgomery
September 7, 2011
What is the definition of a defensive investment? Despite the tired and predictable answers you are likely to get from the advice industry, it’s a fascinating question to ponder at a time when many traditionally ‘safe’ investment choices are exceedingly unattractive. Roger Montgomery has spent some time thinking about this conundrum and has arrived at an unorthodox conclusion. Read Roger’s article at www.eurekareport.com.au.
by Roger Montgomery Posted in Media Room, On the Internet.
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Value.able: The Makers
Roger Montgomery
August 31, 2011
Reports of the death of Australian manufacturing are greatly overstated. Roger Montgomery visits Australia’s unloved manufacturing sector and finds a group of thriving companies worth adding to your watchlist. Read Roger’s article at www.eurekareport.com.au.
by Roger Montgomery Posted in Media Room, On the Internet.
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Value.able: Question Time
Roger Montgomery
August 24, 2011
Roger Montgomery heads back to Matrix to find out what happened to the share price and, more importantly, where it’s going. Read Roger’s article at www.eurekareport.com.au.
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Value.able: Wings and prayers
Roger Montgomery
August 17, 2011
If anyone were to make a second run at Qantas, now would be the time to do it. Read Roger’s article at www.eurekareport.com.au.
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Value.able: Bega Cheese
Roger Montgomery
August 10, 2011
There’s an odd whiff about the upcoming float of Australia’s top-selling cheese brand. No matter what the company says, investors will have their shares diluted by Bega’s acquisition of Tatura Milk Industries. Read Roger’s article at www.eurekareport.com.au.
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Construction Zone
Roger Montgomery
August 3, 2011
If you had $100,000 to invest in the stock market, betting the farm on one hot tip could turn your $100,000 to $5 million, but its more likely to wipe you out. An option is to slowly, carefully build a portfolio that, over time is almost certain to beat the market. First recognise the best companies. We call these A1 businesses. If you invest in extraordinary businesses at prices less than they’re worth, you are on your way. Roger Montgomery shares his investing philosophy. Read Roger’s article.
by Roger Montgomery Posted in Media Room, On the Internet.
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Value.able: The Price is Right
Roger Montgomery
August 3, 2011
In case you’ve missed it, Australia’s leading retailers have been putting up a brave fight against the evil spectres of online shopping and a record high savings rate. Forecasts have been slashed and investors have deserted the sector in droves. But weak retail conditions won’t last forever, making some stocks look like big buys. Read Roger’s article at www.eurkeareport.com.au.
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