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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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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The answer to that question will be unique to you and your investing goals. In our latest Whitepaper, we take an in-depth look at Unit Trusts and Listed Investment Companies. 

by Scott Phillips Posted in Insightful Insights, Whitepapers.

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We take a look at Sirtex Medical Limited’s half-year result to 31 December 2014. According to Portfolio Manager, Russell Muldoon, the result is much stronger across the board, than previously modeled, particularly in dosage sales (volumes), price increases and average selling prices.

Sirtex’s half-year result is further evidence of our current belief in the business’s underlying strength and management’s strategy.

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by Russell Muldoon Posted in Companies, Health Care.

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