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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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Aggressive UK strategy drives Slater & Gordon
Russell Muldoon
September 15, 2014
In this article for The Switzer Report, Russell Muldoon comments on Slater & Gordon and the increase in share price from September 2013. Having already established a strong brand and cash-generative business in Australia the company has now identified an opportunity to enter the highly fragmented UK law industry. Read here.
by Russell Muldoon Posted in On the Internet.
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Back down to earth
Ben MacNevin
September 15, 2014
In this article, published in the October issue of Money magazine, Ben MacNevin reminds us that clever accounting can’t hide the underlying woes of a business. Read here.
by Ben MacNevin Posted in In the Press.
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Pay attention to how growth is financed
Roger Montgomery
September 12, 2014
In this article for Cuffelinks, Roger Montgomery follows up from an earlier discussion on growth, and reminds us that not all growth is good growth. Read here.
by Roger Montgomery Posted in On the Internet.
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Meet the Moneys, Episode 12
Roger Montgomery
September 9, 2014
In his first interview with Naomi Rosenthal on Eagle Waves Radio on September 9, Roger shares his insights into value investing. Listen here.
by Roger Montgomery Posted in Radio.
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