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Value.able: online retailing
Roger Montgomery
June 22, 2011
The retail landscape is changing, and changing fast. Hyped-up tech floats will be here soon enough, but there are better ways to play this theme. 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: Telstra
Roger Montgomery
June 15, 2011
Telstra’s woes are unlikely to be cured by a multi-billion dollar novelty cheque. To prosper, the company must use the cash injection to build a valuable and sustainable competitive advantage. Read Roger’s article at www.eurkeareport.com.au.
by Roger Montgomery Posted in Media Room, On the Internet.
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Value.able: Correction’s good news
Roger Montgomery
June 8, 2011
The broad market selloff is an opportune time to begin constructing a portfolio blueprint for 2011-12. Roger lists 10 stocks for Value.able Graduates to consider. Read Roger’s article at www.eurekareport.com.au.
by Roger Montgomery Posted in Media Room, On the Internet.
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Is it time to sell?
Roger Montgomery
June 1, 2011
If you take your cues from price rather than values, fear may have recently set in. For Value.able investors, a market correction is a reason for celebration rather than consternation. Roger Montgomery explains why holding on may be the wiser decision. Read Roger’s article
by Roger Montgomery Posted in Media Room, On the Internet, Value.able.
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Value.able: Rare earths
Roger Montgomery
June 1, 2011
The prices of rare earths have rise, but share prices of the producers have fallen. What’s the bigger picture? 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: Take five
Roger Montgomery
May 25, 2011
With June 30 fast approaching, and following a series of reports that highlight a decline in global economic growth, analysts around the globe have begun to reassess their assumptions about commodity prices, inflation, China and company earnings. But every dark cloud has a silver lining. With that in mind, Roger Montgomery suggests five businesses to put on 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: Intangible attraction
Roger Montgomery
May 18, 2011
The attachment of ‘value’ to physical assets is not unusual. Roger Montgomery says assets of the intangible variety – the economic goodwill (rather than the accounting variety) – are more valuable. Read Roger’s article at www.eurkeareport.com.au.
by Roger Montgomery Posted in Media Room, On the Internet.
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Value.able: The big switch
Roger Montgomery
May 11, 2011
Owning a bank based on an island – that’s pretty attractive. Choosing one bank is no easy decision, but on balance, over the next few years, Roger Montgomery anticipates the ANZ to prove superior, provided costs can be controlled and expectations don’t put the price up beyond intrinsic value. But if you want to buy the best bank in terms of economic performance, it would be CommBank. Unfortunately, it is now expensive. Ranked by the Montgomery Quality Ratings only, the banks are all A-class companies, but which receives Roger’s coveted A1 Montgomery Quality Rating? Read Roger’s article at www.eurekareport.com.au.
by Roger Montgomery Posted in Media Room, On the Internet.
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It’s quality that counts
Roger Montgomery
May 4, 2011
When markets rise and your Value.able portfolio rises even more, its difficult not to want to enjoy some fruits. But Roger believes value investors must keep constant vigil and if it’s high-quality smaller companies that suit, there are a few with exposure to oil and gas that your advisor should look at. Read Roger’s article.
by Roger Montgomery Posted in Media Room, On the Internet.
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ValueLine: D-I-V-O-R-C-E
Roger Montgomery
May 4, 2011
Smart people are capable of not-so-smart things. Consider the marriage of Foster’s and Southcorp. On Friday 29 April 2011 Friday Foster’s shareholders voted in favour of a divorce; on 4 May 2011 the Supreme Court of Victoria granted a decree absolute. Companies considering merging should pay attention to Foster’s experience. The next time the board of a company you own makes a bid for one you don’t, do yourself a favour and send them a copy of Value.able! Read Roger’s comments at www.eurekareport.com.au.
by Roger Montgomery Posted in Media Room, On the Internet.
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