JB Hi-Fi’s rally conceals a complex reality
I DON’T look at things in the same way as the rest of the market and as a result I often reach vastly different conclusions.
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Iron to follow steel downhill
ALMOST every stockbroking house in Australia is reaffirming buy recommendations for BHP, with most sticking to a $45 target.
World’s changing not ending
TECHNOLOGY doesn’t always follow the calls of absolute destruction.
The myth of yield finally revealed
EXPLODE the high-yield myth.
BHP less than a surefire thing
ROILED global stockmarkets have produced some surprising results.
Clearing the fog around cashflow
Cash and cash flow on everyone’s mind
Value errors are key to market
SHARE prices pitch and roll in reaction to all manner of influences, many of which have no real impact on the value of a business.
How to avoid the money pits
THE crucial factor that separates the very best from the rest.
Bigger is not always better
IN my last column – let’s call it Value Investing Part I – I described the framework you need to have to beat the market.
Invest in the best companies
IT’S time to analyse why people buy what they do.
Original URL: https://www.theaustralian.com.au/author/roger-montgomery/page/29