Add JBH to the list sharls, a few pearlers from the Montgomery...

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    Add JBH to the list sharls, a few pearlers from the Montgomery 'insights' blog! Sorry if the links don't work.

    22 April 2014 - 'Given we are large holders in JB Hi-FI and believe the shares are worth close to $23,'
    http://rogermontgomery.com/looking-forward-to-jb-hi-fi-results/

    14 August 2014 - 'But like we continuously mention, along with ‘cheap’, you also want ‘good’. Given the growth forecast for this year is well below historical trends, it would be hard to argue that there are better opportunities elsewhere.'
    http://rogermontgomery.com/stocks-to-watch-2/

    18 August 2014 - 'When managing a portfolio, it’s not just about picking winners; but about avoiding losers.' 'We completely sold our position in the company accordingly.'
    http://rogermontgomery.com/headwinds-at-jb-hi-fi/
 
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