Whitepapers
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WHITEPAPERS
CSL – we like what we see
Russell Muldoon
February 17, 2015
We take a look at CSL Limited’s half-year result to 31 December 2014. CSL is a global specialty biotechnology company that researches, develops, manufactures and markets products to treat and prevent serious human medical conditions. While the market is focusing on Immunoglobulin, and the potential supply growth from competitors, the story is much bigger than this and we should avoid getting too caught-up in the short-term.
CSL is a major holding in both The Montgomery Fund and The Montgomery Private Fund.
Russell Muldoon is the Portfolio Manager of The Montgomery [Private] Fund. To invest with Montgomery, find out more.
by Russell Muldoon Posted in Health Care, Whitepapers.
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WHITEPAPERS
Bubble Watch: A White Paper
Roger Montgomery's Team
October 24, 2014
You don’t have to be a Nobel Prize-winning economist to notice there’s been a lot of talk on bubbles lately. In this subscriber-only White Paper, Roger Montgomery takes a closer look at just what’s happening with asset prices.
by Roger Montgomery's Team Posted in Whitepapers.
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WHITEPAPERS
Long weekend reading: To yield or not to yield?
Roger Montgomery
October 3, 2014
Instant income by way of dividend payouts, or nothing now in the interest of potential long-term wealth accumulation? In Part I of this exclusive subscriber-only White Paper, I have a look at the conversation surrounding yield.
by Roger Montgomery Posted in Investing Education, Whitepapers.
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WHITEPAPERS
How National Storage can benefit from population swell: exclusive White Paper report
Roger Montgomery
June 6, 2014
The forecast Australian population growth from 23 million to 40 million by 2060 bodes well for self-storage providers – and small-cap National Storage is no exception. We take a closer look at how the third-largest self-storage provider is positioned.
by Roger Montgomery Posted in Investing Education, Whitepapers.
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WHITEPAPERS
Just in case you were thinking of looking at the Resource Service Sector…
David Buckland
May 30, 2014
Yesterday, the Bureau of Resources and Energy Economics released their biannual Resources and Energy Major Projects—April 2014 report, providing analysis on resources, energy, infrastructure and processing projects. continue…
by David Buckland Posted in Energy / Resources, Insightful Insights, Whitepapers.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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WHITEPAPERS
Quality stocks make better investments – who knew?!
Roger Montgomery
March 18, 2014
In a blow to the rising popularity of stupidity in equity markets, the team at the Capital Markets Cooperative Research Centre (CMCRC) – the organization that has worked closely with Montgomery Investment Management – has concluded high-quality stocks generally outperform low-quality stocks and provide downside protection during times of market volatility. continue…
by Roger Montgomery Posted in Market Valuation, Whitepapers.
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WHITEPAPERS
Beyond Productions and the question of economists: double edition white paper report
Roger Montgomery
March 14, 2014
As well as asking the somewhat controversial question on whether or not we, as investors, need economists and economic commentary, in this exclusive subscriber-only Montgomery White Paper, we look to production company Beyond – and how it’s managing to perform in a depressed media arena.
by Roger Montgomery Posted in Whitepapers.
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WHITEPAPERS
Reckon and DuluxGroup: double edition white paper report
Roger Montgomery
January 16, 2014
While the growth of the technological industry is greatly impacting the share price of accounting software company Reckon, DuluxGroup is facing challenging times ahead owing to the uncertainty surrounding the housing construction market. In the first subscriber-only double edition white paper for 2014, find out whether either company is Montgomery investment grade. continue…
by Roger Montgomery Posted in Companies, Whitepapers.
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WHITEPAPERS
Tech stock alert: seduction or value?
Roger Montgomery
December 13, 2013
Tech stocks have a reputation for seducing investors. In the last subscriber-only white paper for 2013, find out which tech stocks are Montgomery investment grade. continue…
by Roger Montgomery Posted in Technology & Telecommunications, Whitepapers.
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WHITEPAPERS
New investment opportunities
Roger Montgomery
November 12, 2013
In this special double edition white paper, exclusively for RogerMontgomery.com subscribers, we analyse:
• The key things to consider before investing in an Initial Public Offering (IPO)
• New investment opportunities posed by an ageing population
continue…by Roger Montgomery Posted in Investing Education, Whitepapers.
