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Home ownership and the Baby Boomers
Roger Montgomery
April 8, 2014
Chatting to Ross Greenwood on Radio 2GB on Tuesday April 8, Roger talks about home ownership and the Baby Boomer generation, and the dynamics that will play out between the two over the next few years. Listen here.
by Roger Montgomery Posted in Radio.
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Distributor set for a healthy future
Roger Montgomery
April 5, 2014
In this column, published in The Australian, Roger looks at both the strengths and corresponding valuation of LifeHeathcare. Read here.
by Roger Montgomery Posted in In the Press.
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IPO opportunity in Japara Healthcare
Roger Montgomery
April 3, 2014
In this article for the Switzer Super Report, Roger takes a close look at healthcare company Japara Healthcare, ahead of its imminent IPO. Read here.
by Roger Montgomery Posted in On the Internet.
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Accumulators vs dissavers
Roger Montgomery
April 1, 2014
Chatting to Ross Greenwood on Radio 2GB on Tuesday April 1, Roger discusses the imminent end of the so-called accumulation age, owing to Australia’s ageing population, and what this means for investors approaching retirement age. Listen here.
by Roger Montgomery Posted in Radio.
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Material shift from production to distribution
Roger Montgomery
March 28, 2014
In the article for Cuffelinks, Roger looks at the fundamental change occurring in the global production of basic materials, thanks largely to the huge upswing in supply from the Asian markets. Read here.
by Roger Montgomery Posted in On the Internet.
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Kathmandu: on top of the watch-list
Roger Montgomery
March 27, 2014
In this interview with Peter Switzer, broadcast on Sky Business on 27 March 2014, Roger Montgomery takes a look at a few of the companies to keep on the watch-list, including: Kathmandu (KMD), Seek (SEK), CSL (CSL) and Challenger (CGF). Watch here.
by Roger Montgomery Posted in TV Appearances.
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The success of the online retailer
Roger Montgomery
March 25, 2014
Chatting to Ross Greenwood on Radio 2GB on Tuesday March 25, Roger discusses the success of Australian retailers (like Kathmandu, JB Hi-Fi and Woolworths) who are embracing online distribution. Listen here.
by Roger Montgomery Posted in Radio.
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Retailers to rise to the digital generation
Roger Montgomery
March 25, 2014
In this interview with Ticky Fullerton on ABC’s The Business on 25 March 2014, Roger discusses the current state of the Australian bricks-and-mortar retail offering – and how retailers will need to evolve to succeed. Watch here.
by Roger Montgomery Posted in TV Appearances.
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Be patient and you will prosper
Roger Montgomery
March 22, 2014
In this column, published in The Australian, Roger reflects on one of the most important virtues for the modern-day value investor: patience. Read here.
by Roger Montgomery Posted in In the Press.
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Carsales has plenty of potential
Roger Montgomery
March 20, 2014
In this article for the Switzer Super Report, Roger looks at the success of Carsales, and the outperformance of online list providers in general. Read here.
by Roger Montgomery Posted in On the Internet.
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