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Home / Author: Roger Montgomery

Roger Montgomery

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

Even Buffett has evolved from Ben Graham

Ben Graham’s brilliant investment insights have served investors well since the 1940s, including Buffett. But many companies are different today and it makes sense to update and move on.

Roger Montgomery
16 July 2015

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Latest Updates

SMSF strategies

Meg on SMSFs: How wide is the ban on LRBAs?

The government's recent deal with the Greens has put SMSF property borrowing on the chopping block. The change raises tricky questions about timing, exceptions and what SMSFs will still be able to buy.

Meg Heffron
1 July 2026
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Why Australian shares are falling behind the world

Australia’s market boasts a long record of outperformance, but recent results tell a different story. Is the ASX’s lagging performance a temporary setback or evidence that structural forces will keep global markets ahead?

Mark LaMonica CFA
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Taxation

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Tony Dillon
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The next phase of Australian equity leadership

For years, banks have powered Australian sharemarket returns. But changing economic conditions, stretched valuations and global trends suggest the next generation of winners may not be found in familiar domestic sectors.

Sam Heithersay
1 July 2026

Economy

Global market growth hinges on Iran War and AI rollout

Global growth is facing mounting pressure from war, higher oil prices, inflation and trade tensions. But a wave of AI-related investment may prove powerful enough to support economic activity and reshape the outlook for markets.

Matt Reynolds
1 July 2026

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The retirees who can't spend

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Investment strategies

Here’s my investment philosophy. What’s yours?

Investors often hear they need an “investment philosophy,” yet few know what that really means. Beneath the jargon sits a simple idea: a handful of core beliefs that shape every financial decision, for better or worse.

Christine Benz
1 July 2026
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