9 November 2026

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Home / Author: Roger Montgomery

Roger Montgomery

What to do with your equity portfolio in 2016

When making decisions on your equity portfolio, try ignoring the noise of the financial media and concentrate on companies that will continue to generate high returns on capital.

Roger Montgomery
29 January 2016
12

Chasing dividends often overlooks growth

The market has been supplying investors with high dividend-paying stocks, but unfortunately, this focus overlooks better opportunities with more growth and capital appreciation.

Roger Montgomery
3 December 2015
6

The long and the short of investing

At a time when technology and society are forcing fundamental change on businesses, there is logic in adding 'shorting' to portfolio management. But it's not simply the opposite of going 'long'.

Roger Montgomery
6 November 2015
4

Where to from here for house prices?

After a strong run for house prices, changes in bank and regulatory policies will take some steam out of the market. For the longer term good of the market, it may be better to have a pause while fundamental values catch up.

Roger Montgomery
22 October 2015
4

How are the returns on your equity?

An important ratio for analysing companies is the ‘return on equity’, but while it may seem to be a simple measure of the earning power of a business, it can tell much more.

Roger Montgomery
11 September 2015
1

Learning when to buy and sell shares

Once you have formed a view on the intrinsic value of a company, you can cut through the noise of fashion and sentiment to strengthen your portfolio, buying shares when undervalued and perhaps selling when overpriced.

Roger Montgomery
14 August 2015
4

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