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Invest, don’t speculate
Roger Montgomery
March 1, 2010
Focusing on price leads to speculation, and speculation is not investing. Read online.
by Roger Montgomery Posted in On the Internet.
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Measuring Success
Roger Montgomery
March 1, 2010
Measuring business performance correctly rather than conventionally is the key to investment success. Read article.
by Roger Montgomery Posted in Media Room, On the Internet.
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ValueLine: Why I still don’t like Wesfarmers
Roger Montgomery
February 24, 2010
The profits don’t justify the share price, which I calculate are trading at more than twice their intrinsic value. Read article.
by Roger Montgomery Posted in Media Room, On the Internet.
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Qantas: the six billion dollar question
Roger Montgomery
February 22, 2010
Only three years ago some very bright private ‘equiteers’ authored a deal to buy Qantas for $11.1 billion. It fell through. Not long after, Qantas shares hit $6.06 and the business was being valued, by my arguably equally-bright fund management peers, at $12.3 billion. Today, Qantas shares are trading around $2.75 and Qantas has a market value of about $6.2 billion. Where did $6 billion go? Read article.
by Roger Montgomery Posted in Media Room, On the Internet.
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ValueLine: Why dividends don’t matter
Roger Montgomery
February 17, 2010
As much as I enjoy receiving dividends, I struggle to accept them. Here’s why.
by Roger Montgomery Posted in Media Room, 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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ValueLine: JB Hi-Fi without Uechtritz
Roger Montgomery
February 10, 2010
Richard Uechtritz built revenue from $158 million to $2.8 billion in a decade. Will JB Hi-Fi be the same without him? Read online.
by Roger Montgomery Posted in Media Room, On the Internet.
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ValueLine: Asciano
Roger Montgomery
February 3, 2010
Does Asciano’s sharp price drop and bright outlook make it good value? Well no, if you consider the headwinds the company faces. Read online.
by Roger Montgomery Posted in On the Internet.
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Which bank do you own?
Roger Montgomery
February 1, 2010
Half of all shareholders in Australia own at least one major bank in their share portfolios. Are you one of those investors? Read article.
by Roger Montgomery Posted in Media Room, On the Internet.
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ValueLine: Step Three – Recognising Fair Value
Roger Montgomery
January 27, 2010
Once you have identified and valued a great business, it’s time to wait for an opportunity to present. It inevitably will. Read online.
by Roger Montgomery Posted in On the Internet.
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ValueLine: Step Two – Avoid The Duds
Roger Montgomery
January 20, 2010
Building a portfolio of great businesses means ignoring the hype and the hubris … and the duds. Read online.
by Roger Montgomery Posted in On the Internet.
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