On the Internet
-
MEDIA
ValueLine: Pharma
Roger Montgomery
December 8, 2010
Shareholders must be certain that any business they own has strong competitive advantages. Pfizer’s decision to bypass Australian distributors bites deep into revenues to two pharmaceutical wholesalers is a lesson to investors. Read Roger’s article at www.eurekareport.com.au.
by Roger Montgomery Posted in Media Room, On the Internet.
- save this article
- POSTED IN Media Room, On the Internet
-
MEDIA
Price gap appeals
Roger Montgomery
December 1, 2010
With all the noise about the QR National float, investors may have missed MACA Limited, a relatively straight forward mining services business that meets Roger Montgomery’s value investment criteria. Read Roger’s article.
by Roger Montgomery Posted in Media Room, On the Internet.
- save this article
- POSTED IN Media Room, On the Internet
-
MEDIA
ValueLine: Infrastructure
Roger Montgomery
December 1, 2010
You would think that a country so reliant on infrastructure would offer good investment opportunities for value investors. Unfortunately there are depressingly few opportunities. Read Roger’s article at www.eurekareport.com.au.
by Roger Montgomery Posted in Media Room, On the Internet.
- 14 Comments
- save this article
- POSTED IN Media Room, On the Internet
-
MEDIA
ValueLine: Flying blind
Roger Montgomery
November 23, 2010
A company’s profit figure can bear little resemblance to the cash profits or cash flow. Thanks to tax-driven asset purchases, disposals and attempts to “estimate” the wear and tear on equipment, among many other things, the accounting profit is often not an accurate reflection of the economic performance of a business. Perhaps the best example of this in the listed company arena is Qantas. Read Roger’s article at www.eurekareport.com.au.
by Roger Montgomery Posted in Media Room, On the Internet.
- 1 Comments
- save this article
- POSTED IN Media Room, On the Internet
-
MEDIA
Are banks still good value?
Roger Montgomery
November 17, 2010
Bad PR and reregulation at home and abroad combine to create serious headwinds for bank stocks. They really do need to fight the regulatory cloud hanging over them. And investors should only be buying at very big discounts to intrinsic value – which currently don’t exist. Read Roger’s article at www.eurekareport.com.au.
by Roger Montgomery Posted in Media Room, On the Internet.
- 16 Comments
- save this article
- POSTED IN Media Room, 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
ValueLine: Westfield
Roger Montgomery
November 10, 2010
Westfield plans to spin off half of its Australian and New Zealand assets (about $12 billion) into a new vehicle called the Westfield Retail Trust (WRT). The company It also plans to raise $3.5 billion worth of equity to pay down debt associated with the original vehicle Westfield Group (WDC), which will own the remainder of the assets and stay listed. Roger Montgomery investigates if the de merger will restore the company to its glory days. Read Roger’s article at www.eurekareport.com.au.
by Roger Montgomery Posted in Media Room, On the Internet.
- 1 Comments
- save this article
- POSTED IN Media Room, On the Internet
-
MEDIA
ValueLine: Transpacific
Roger Montgomery
November 3, 2010
Transpacific has a near monopoly – usually a recipe for strong profits – yet its returns are on the nose. Roger Montgomery says TPI is one monopoly business that investors would do well to steer clear of. Read Roger’s article at www.eurekareport.com.au.
by Roger Montgomery Posted in Media Room, On the Internet.
- 12 Comments
- save this article
- POSTED IN Media Room, On the Internet
-
MEDIA
Numbers game
Roger Montgomery
November 1, 2010
Roger Montgomery has his doubts about the upcoming QR National Float, adding that there are many devices being employed by the promoters to make sure its doesn’t slump. Read Roger’s article.
by Roger Montgomery Posted in Media Room, On the Internet.
- save this article
- POSTED IN Media Room, On the Internet
-
MEDIA
Valueline: The retailers
Roger Montgomery
October 27, 2010
Retailers with competitive advantage make big profits. Here are my top picks. Read Roger’s article at www.eurekareport.com.au.
by Roger Montgomery Posted in Consumer discretionary, On the Internet.
-
MEDIA
ValueLine: Mining & Civil Australia
Roger Montgomery
October 20, 2010
QR National has got everyone talking, but Roger Montgomery uncovers a float that’s actually worth considering. Read Roger’s article at www.eurekareport.com.au.
by Roger Montgomery Posted in Media Room, On the Internet.
- 33 Comments
- save this article
- POSTED IN Media Room, On the Internet
