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SKY BUSINESS: SWITZER TV FEATURING Roger Montgomery
Roger Montgomery
September 11, 2017
Roger Montgomery joined Peter Switzer on Switzer TV to discuss the reporting season and how we saw some fantastic results from some of our companies including REA, Challenger, Smart Group and IDP Education. Another topic of discussion was the issues for retailing including the slowdown in residential construction activity.
by Roger Montgomery Posted in TV Appearances.
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Why investing fads can end in tears
Roger Montgomery
September 11, 2017
Back in the 1960s, a group of companies listed on the New York Stock Exchange called the Nifty Fifty grabbed the attention and dreams of a generation of savvy investors. As we know, investing in the Nifty Fifty ended badly for many of them, and showed the downside of investing fads.
Continue…by Roger Montgomery Posted in Global markets, Market commentary.
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Oaktree’s Latest Memo
Roger Montgomery
September 8, 2017
Howard Marks at Oaktree published his latest memo overnight. It speaks for itself and is valuable reading. Click here to download the PDF.
by Roger Montgomery Posted in Global markets.
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Altium continues its rapid expansion
Scott Shuttleworth
September 8, 2017
Altium (ASX: ALU) is one of Australia’s most successful software businesses. Over the last five years, the company has grown rapidly, and its stock price has soared more than 10-fold. ALU’s FY2017 result shows a business going from strength to strength. But is it a tad expensive at these prices? Continue…
by Scott Shuttleworth Posted in Companies, Editor's Pick.
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Why we need to switch our investment focus to China
Roger Montgomery
September 7, 2017
Recently, some of the best investments in our global funds have been in Chinese companies like Tencent and Alibaba. And that’s hardly surprising. After all, in the words of the ex-Singapore leader, Lee Kuan Yew, China is now “the biggest player in the history of the world”.
Continue…by Roger Montgomery Posted in Global markets.
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MEDIA
Money news 05.09.2017
Roger Montgomery
September 6, 2017
In this interview with Ross Greenwood, Roger Montgomery discusses energy and electricity prices and how Australia went from being one of the cheapest sources of electricity in the world to one of the most expensive.
by Roger Montgomery Posted in Radio.
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IEL continues to profit from the international education boom
Stuart Jackson
September 6, 2017
The education of international students is now Australia’s third largest export – just behind iron ore and coal. One high quality business that has successfully leveraged off this growing industry is IDP Education (ASX: IEL). IDP is a global leader in international student placement services. It recently reported its FY17 results that point to a robust business with good prospects. Continue…
by Stuart Jackson Posted in Companies.
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