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The resource service sector headwinds
Roger Montgomery
June 12, 2014
In this article for The Switzer Super Report, Roger breaks down the findings of the Bureau of Resources and Energy Economics (BREE) biannual Resources and Energy Major Projects report, and what it means for the resource services sector. Read here.
by Roger Montgomery Posted in On the Internet.
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Domino’s aiming for digital delivery
Roger Montgomery
June 7, 2014
In this column, published in The Australian, Roger takes a look at what the future holds for pizza-chain-turned-tech-company Domino’s, in light of their recent move to become an online-only player. Read here.
by Roger Montgomery Posted in In the Press.
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Don’t set and forget
Roger Montgomery
June 6, 2014
In this article for Cuffelinks, Roger reminds us that during periods of material uncertainty, even companies with the longest records of success may not emerge with their competitive position intact. Read here.
by Roger Montgomery Posted in On the Internet.
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Headwinds tipped in mining services
Roger Montgomery
June 4, 2014
In this column published in the Herald Sun, Roger discusses what an uptick in production volumes means for Australian resource services companies. Read here.
by Roger Montgomery Posted in In the Press.
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Chinese property investment
Roger Montgomery
June 2, 2014
In this interview with John Morrison on Statewide Drive on Monday June 2, Roger shares his thoughts on Chinese investment in the Australian property market. Listen here.
by Roger Montgomery Posted in Radio.
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Amcom – reaching for the clouds
Roger Montgomery
May 29, 2014
In this article for the Switzer Super Report, Roger looks at cloud storage industry, and more closely – the Amcom proposition. Read here.
by Roger Montgomery Posted in On the Internet.
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Exercise caution when it’s PE time
Roger Montgomery
May 24, 2014
In this column, published in The Australian, Roger considers the efficacy of the price/earnings, or “PE”, ratio in stock valuations, and why it is often absent in the process at Montgomery. Read here.
by Roger Montgomery Posted in In the Press.
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Technical versus fundamental analysis in equity markets
Roger Montgomery
May 23, 2014
In this article for Cuffelinks, Roger considers the differences between technical investors (who favour historical share price movements) and fundamental investors (who favour value). Read here.
by Roger Montgomery Posted in On the Internet.
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Read between the lines as IPO frenzy set to hit shelves
Roger Montgomery
May 21, 2014
In this column, published in the Herald Sun, Roger outlines the steps one would be wise to follow when assessing any IPO. Read here.
by Roger Montgomery Posted in In the Press.
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The future of IPOs
Roger Montgomery
May 20, 2014
In this interview with Ross Greenwood on Radio 2GB on May 20, Roger talks about some of the biggest upcoming IPOs: Genworth Financial, Icentia, Burson Auto Parts and 3P Learning. Listen here.
by Roger Montgomery Posted in Radio.
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