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Does your portfolio have a Competitve Advantage?
Roger Montgomery
September 30, 2009
by Roger Montgomery Posted in On the Internet.
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ValueLine: The Myer float
Roger Montgomery
September 30, 2009
The enthusiasm surrounding the Myer float is good reason for a value investor to stay clear. So is the expected price.
by Roger Montgomery Posted in On the Internet.
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Aussie Banks. A clear leader has emerged…
Roger Montgomery
September 23, 2009
by Roger Montgomery Posted in On the Internet.
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ValueLine: Why I won’t hold airlines
Roger Montgomery
September 23, 2009
If you ever hear I’ve bought an airline, call an ambulance. Here’s why.
by Roger Montgomery Posted in On the Internet.
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ValueLine: The Reject Shop, Westpac
Roger Montgomery
September 16, 2009
Westpac and The Reject Shop have been good investments, but now it’s time to cash in.
by Roger Montgomery Posted in On the Internet.
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ValueLine: Woolworths
Roger Montgomery
September 9, 2009
The retailer has competitive advantage, high return on equity and no debt, all of which leads to the enviable “profit loop”.
by Roger Montgomery Posted in On the Internet.
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ValueLine: Why I don’t buy iSoft
Roger Montgomery
September 2, 2009
Cash in the bank offers better returns than iSoft, which is still trading well above its intrinsic value.
by Roger Montgomery Posted in On the Internet.
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ValueLine: ASX and Telstra
Roger Montgomery
August 26, 2009
ASX used to be a wonderful business but is now expensive. Telstra is not as expensive, nor is it wonderful.
by Roger Montgomery Posted in On the Internet.
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ValueLine: Music to my ears
Roger Montgomery
August 19, 2009
JB Hi-Fi and Cochlear post strong results, which leads to their intrinsic value being lifted further.
by Roger Montgomery Posted in On the Internet.
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ValueLine: JBH cranks up the volume
Roger Montgomery
August 12, 2009
The retailer’s same-store and overall sales were strong, it is dominating its sector and its prospects are bright.
by Roger Montgomery Posted in On the Internet.
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