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Local businesses benefit from a declining AUD
Roger Montgomery
October 7, 2014
In this interview with Ross Greenwood on Radio 2GB on October 7, Roger talks about the RBA’s preference for keeping interest rates low, and which local companies will benefit from a lower AUD. Listen here.
by Roger Montgomery Posted in Radio.
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Mark twain effect
Roger Montgomery
October 7, 2014
In this interview, Roger speaks with Jarred Rubin about the “Mark Twain Effect”. After a very weak September for the stock market, Jarred and Roger discuss the potential for a stock market crash in October. Listen here.
by Roger Montgomery Posted in Radio.
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reporting season
Roger Montgomery
October 4, 2014
In this interview, Roger analyses the 2014 reporting season with John Morrison on Statewide Drive. Listen here.
by Roger Montgomery Posted in Radio.
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Pressure still on for firms that service mining industry
Roger Montgomery
October 1, 2014
In this column published in the Herald Sun, Roger discusses the modest share price recovery from the likes of Southern Cross Electrical, Sedgman, Bradken and Ausdrill. Read here.
by Roger Montgomery Posted in In the Press.
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Bouncing back from adversity to increase profits
Roger Montgomery
September 27, 2014
In this column, published in The Australian, Roger comments on company outlook statements for 2015 and the need to re-evaluate previous valuations and estimations for future prospects. Read here.
by Roger Montgomery Posted in In the Press.
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Costco – disruption in your shopping cart
Scott Shuttleworth
September 25, 2014
In this article for The Switzer Super Report, Scott Shuttleworth takes a look at Costco and its entry into the Australian market since it established operation back in 2009. Competitive landscapes evolve slowly so there is no immediate threat to Woolworths and Coles but even the best businesses need to adapt to new competition. Read here.
by Scott Shuttleworth Posted in Insightful Insights, On the Internet.
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The Rockefellers are selling out of fossil fuels
Roger Montgomery
September 24, 2014
Yesterday, Andrew Robertson from ABC’s The Business paid a visit to the Montgomery offices, and I shared my views on a few companies I consider to be investment-worthy – outside of those in the business of selling commodities.
by Roger Montgomery Posted in TV Appearances.
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Cautious time for Carsales
Roger Montgomery
September 24, 2014
In this column published in the Herald Sun, Roger takes a look at careless.com.au and it’s future prospects. Read here.
by Roger Montgomery Posted in In the Press.
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The Rockefellers are selling out of fossil fuels
Roger Montgomery
September 23, 2014
In this interview with Andrew Robertson for ABC’s The Business on 23 September 2014, Roger Montgomery shares his views on what he considers to be investment-worthy, outside of companies in the business of selling commodities. Watch here.
by Roger Montgomery Posted in TV Appearances.
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The investor’s chase for yield
Roger Montgomery
September 23, 2014
In this interview with Ross Greenwood on Radio 2GB on September 23, Roger talks about investors’ ongoing chase for yield. Listen here.
by Roger Montgomery Posted in Radio.
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