by Roger Montgomery's Team Posted in Old Content.

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In the very long run, investing successfully has little to do with picking the tops and bottoms of markets or asset prices. It has instead everything to do with maintaining, preserving or enhancing your purchasing power. Investing some of your assets in carefully selected international companies may just be the best way of preserving your purchasing power against the multitude forces of inflation, global disruptors and further potential declines in the Australian dollar.

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by Roger Montgomery Posted in Whitepapers.

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Readers of the Montgomery Global magazine will know that last year we prepared a short thesis on surf wear company, Quiksilver (NYSE: ZQK). Here was a company experiencing declining same store sales, while servicing high levels of debt. Meanwhile the analyst community held unduly optimistic expectations for a rapid recovery in sales and profit margins. Three of four elements of the Montgomery Global Investment Management’s team’s framework for profiting from a deteriorating business were met. Continue…

by Roger Montgomery Posted in Consumer discretionary, Whitepapers.

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by Roger Montgomery's Team Posted in Old Content.

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by Roger Montgomery's Team Posted in Old Content.

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• POSTED IN Old Content.

by Roger Montgomery's Team Posted in Old Content.

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For any subscribers who missed it, here is the first Montgomery Global magazine in anticipation of the launch of our new global products on 1 July 2015.

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by Roger Montgomery Posted in Companies, Insightful Insights, Whitepapers.

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In this article, Roger discusses the importance of adopting a rational approach to investing. He highlights the need for it to be repeatable and replicable. Read here.

by Roger Montgomery Posted in On the Internet.

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