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ABC Nightlife
Roger Montgomery
April 5, 2018
In this radio program with Philip Clark, Roger discusses everything from Labor’s new tax rebate policy to an update on the economic landscape for Australian department stores. Listen to the clip here.
by Roger Montgomery Posted in Radio.
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Money News 03.04.2018
Roger Montgomery
April 4, 2018
In this interview with Ross Greenwood on Money News, we discussed what is causing jitters in our stock market. Many major US stocks have suffered dramatic falls including Tesla, Facebook and Amazon.
by Roger Montgomery Posted in Radio.
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Which high flyers will withstand the blowtorch of competition?
Roger Montgomery
April 4, 2018
Some of our high-flying concept companies are about to feel the blowtorch of increased competition. How they respond could be provide an insight into whether they are prepared for the new competitive landscape – or if they can do anything about it. Continue…
by Roger Montgomery Posted in Companies.
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Investors beware: the warning light has begun to flash amber
Roger Montgomery
April 3, 2018
Warren Buffett recently observed that markets can quickly turn from green to red, without pausing at yellow. It was a veiled warning that when valuations are at extremes – as they are today – it doesn’t take much to trigger something serious. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Why we do not seek to deliver roller-coaster-like returns
Roger Montgomery
March 29, 2018
In very early March we sent our Montgomery [Private] Fund investors the February Investment Report. It is a particularly useful insight for all investors, and with the passage of time it can now be shared with you. Continue…
by Roger Montgomery Posted in Insightful Insights.
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