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Flight Centre – things to excite investors
Roger Montgomery
June 26, 2014
In this article for The Switzer Super Report, Roger weighs up the pros and cons of the traditional bricks-and-mortar travel agency model of Flight Centre. Read here.
by Roger Montgomery Posted in On the Internet.
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Just when you thought it was safe…
Roger Montgomery
June 21, 2014
In this column, published in The Australian, Roger highlights the need to consider competition from more angles than ever before. Read here.
by Roger Montgomery Posted in In the Press.
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Businesses, not stocks
Roger Montgomery
June 17, 2014
In this interview with Ross Greenwood on Radio 2GB on June 17, Roger chats stocks, including Westfield Retail Trust (ASX: WRT) and Veda Group Ltd (VED). Listen here.
by Roger Montgomery Posted in Radio.
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Between fear and greed
Roger Montgomery
June 16, 2014
In this article, published in the July issue of Money magazine, Roger searches for, and fails to find, high-quality bargains. Read here.
by Roger Montgomery Posted in In the Press.
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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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