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The stock market has been really strong, will it last?
Roger Montgomery
March 19, 2015
In this interview with Fiona Wyllie, Roger discusses low interest rates, where the market is heading and a global recession. Listen here.
by Roger Montgomery Posted in Radio.
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Biotechs not for the unwary but patience pays
Roger Montgomery
March 19, 2015
Brian Robins writes an article about the latest gyrations of biotech company Sirtex. He mentions Roger and Montgomery Investment Management’s decision to wade in and buy the shares, since the shares were trading at their lowest level since mid-2014 after the sharp drop in price earlier this week. Read here.
by Roger Montgomery Posted in In the Press.
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A nightmare? Why veteran investor Peter Hall has been buying Sirtex
Roger Montgomery
March 18, 2015
Brian Robins writes an article about Sirtex’s share price that more than halved on Tuesday and how the plunge triggered quick buying for long-term holder Peter Hall. He mentions Roger and the firm’s investment holding in Sirtex. Read here.
by Roger Montgomery Posted in In the Press.
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Profit is the driver of long term value
Roger Montgomery
March 17, 2015
In this interview with Ross Greenwood, Roger discusses Commonwealth Bank, the possibility of another rate cut by the RBA and China’s impact on the Australian economy. Listen here.
by Roger Montgomery Posted in Radio.
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BHP Billiton is heading in a new direction
Roger Montgomery
March 17, 2015
In this interview with Ticky Fullerton, Roger Montgomery takes a look at BHP as it heads in a new direction with spin-off South-32. While BHP shares bounced in early trade Roger discusses the long term out look for investors. Watch here.
by Roger Montgomery Posted in TV Appearances.
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TPG takeover bid
Roger Montgomery
March 13, 2015
In this interview with Sue Lannin, Roger discusses TPG’s $1.4 billion takeover bid for iiNet. He mentions Optus as a rival bidder. Listen here.
by Roger Montgomery Posted in Radio.
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Getting a handle on Ansell
Roger Montgomery
March 12, 2015
In this article for The Switzer Super Report, Roger comments on the advantage of holding a higher cash weighting as it gives the ability to be an opportunist. During reporting season one company showed a much stronger result than we had previously forecast. Read here.
by Roger Montgomery Posted in On the Internet.
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Woolworths shares down
Roger Montgomery
March 12, 2015
In this interview with Fiona Wyllie, Roger discusses the Woolworths share price and the strategy of Aldi when entering a country. Listen here.
by Roger Montgomery Posted in Radio.
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Buy Hold Sell – insurance & annuities
Roger Montgomery
March 12, 2015
In this episode of Buy Hold Sell Roger and Don Williams from Platypus Asset Management look at a basket of insurance and annuity stocks. Watch here.
by Roger Montgomery Posted in TV Appearances.
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QBE, Flight centre, Sirtex
Roger Montgomery
March 11, 2015
In these highlights from Your Money Your Call, David Buckland discusses the market and a range of different stocks. Watch here.
by Roger Montgomery Posted in TV Appearances.
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