China’s slowing growth
In this interview with Ross Greenwood on 2GB Money News, Roger comments on China’s economy downgrade and the follow on effects for Australian companies like BHP.
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Roger Montgomery is the Founder and Chairman of Montgomery Investment Management. Roger has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and stockbroking. Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.
This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.
Ray Micallef
:
Just hopping you can give us your view on (nvl) National Veterinary.
I believe this recent IPO is being run bye ex Greengross people.
Given the great job they did in growing Greengross, it seams that they
have the experience to do the same with this 40 million small cap again.
Would appreciate your view.
best wishes
RAY
Roger Montgomery
:
Hi Ray,
This one is a little small for us to look at. If we get some time in the next few weeks however, we will take a look at it.
Joe Hill
:
I have a question please. I have been reading your book, which I am enjoying very much, and finding very useful. I like the methodical approach to assessing stocks. I had previously had shares in Hansen Technology (HSN) which I sold some 5 months ago. It had declining dividend yield, very low debt and good ROE until recently. It now seems to have a very large new current liability???
How would that company sit with the parameters as per your book?
I would appreciate your quick thoughts
Roger Montgomery
:
A quality company from an historical perspective, but expensive.
S
:
Thanks Roger for alerting to this Jim Chanos interview..After listening to it, the Fear of Walking Dead (TV) seems has less horror than international economics and China..Hope Australian investment community and the pols realise the implications of ‘knock-on’ effects of commodity boom that Chanos is talking about.