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MEDIA
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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MEDIA
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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MEDIA
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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MEDIA
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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MEDIA
Insurance – we’re on the sidelines
Roger Montgomery
March 19, 2014
In this column, published in the Herald Sun, Roger looks at the mechanics behind insurance companies, and considers Insurance Australia Group and Suncorp Group from the viewpoint of an investor. Read here.
by Roger Montgomery Posted in In the Press.
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MEDIA
The next chapter in the Sirtex story
Roger Montgomery
March 17, 2014
In this article for the Switzer Super Report, Roger looks at Sirtex Medical as a follow up to his earlier discussion of the company. Read here.
by Roger Montgomery Posted in On the Internet.
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MEDIA
Six of the best
Roger Montgomery
March 17, 2014
In this article, published in the April issue of Money magazine, I share my shortlist of star stocks that could rise even further. Read here.
by Roger Montgomery Posted in Companies, In the Press.
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MEDIA
Six of the best
Roger Montgomery
March 17, 2014
In this article, published in the April issue of Money magazine, Roger shares his shortlist of star stocks that could rise even further. Read here.
by Roger Montgomery Posted in Companies, In the Press.
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- POSTED IN Companies, In the Press