Roger Montgomery

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Mermaid or Dugong?

<b>As the share prices of many mining services companies performed as we have been warning they would, the question we receive from many investors is:</b> …

Dressed to weather the retail storm

<b>Retail is a tricky sector for investors at the moment. But amidst the harsh conditions, there are some glimmers of opportunity. In this article,</b> …

Monadelphous’s Missing Mojo

<b>Following a heavy share price drop earlier this year, Monadelphous Group may look like a bargain to some investors. In this article, Roger Montgomery</b> …

McMillan Shakespeare – Part 3

This is the third in a series of articles we have posted on McMillan Shakespeare (ASX: MMS). The first two articles addressed the valuation framework …

F.B.T. – Fairly Badly Trampled?

Readers will be well aware of the controversy surrounding the Federal Labor government’s proposed changes to FBT legislation and the potential impact …

Further thoughts on McMillan Shakespeare

We posted last week an article that set out some of our thoughts on McMillan Shakespeare (ASX: MMS), and the logic that led us to add to our position …

Airlines and Indices

<b>Value investing requires an in-depth understanding of a company’s economics. In this article, Roger Montgomery looks at Virgin Australia …

Time to look at gold miners?

<b>While The Montgomery [Private] Fund has not held shares in gold producers since 2012, in recent weeks our interest has been piqued. In this article,</b> …