Earlier this year we wrote about why we liked SpeedCast (ASX: SDA). Since May, we’ve seen another acquisition and the financial results – and a lot of volatility. Let’s look at these things one at a time. Continue…

by Lisa Fedorenko Posted in Companies.

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In this interview with Steve, Roger Montgomery discusses retail outlets and how they haven’t been able to compete with the change in consumer behaviour resulting in many retail stores closing down and filing for Chapter 11 bankruptcy including the most recent Toys R Us in the US.

by Roger Montgomery Posted in Radio.

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It’s no secret that the world’s most valuable company has been facing challenges in the world’s most lucrative smartphone market. Sales in Greater China, which helped drive Apple’s phenomenal sales growth in 2015, have been a drag on top line performance for the last six quarters. The big question now is whether the new iPhone 8, and particularly the new iPhone X, can turn around Apple’s fortunes in China. Continue…

by Daniel Wu Posted in Companies.

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In this week’s video insight Roger discusses the current market, both global and domestic and notes that current conditions do require a degree of caution.

by Roger Montgomery Posted in Video Insights.

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How feasible is it to give up paying for broadband and rely solely on mobile internet? It’s a question many consumers who have moved onto the NBN must be pondering as they struggle with multiple issues, many hours on the phone and long wait times for repair requests to be processed.
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by Scott Shuttleworth Posted in Technology & Telecommunications.

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Roger joined Ticky Fullerton on Sky Business to discuss how Myer has struggled to overcome weak consumer spending arguing that it doesn’t offer consumers a unique selling proposition.

by Roger Montgomery Posted in TV Appearances.

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The private hospital diagnosis this results season was as unpleasant as this year’s flu season. Since result day, Healthscope (ASX: HSO) has plummeted 25 per cent down to $1.68 and Ramsay Health Care (ASX: RHC) 19 per cent to $63.84. Roger Montgomery previously discussed some of the risks we had identified into the results in this June blog. Into the results we felt that both hospital operators were trading at stretched valuations and as a result reduced our positions. Following the share-price correction, we remain comfortable with our remaining holdings. Continue…

by Lisa Fedorenko Posted in Health Care.

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Despite the impending closure of the Australian automotive manufacturing industry, not all is doom and gloom for local manufacturers. Take Austal (ASX: ASB), for example. This Perth-based shipbuilder has expanded significantly since starting in 1988, and today has operations in Perth, the US and the Philippines. Continue…

by Andreas Lundberg Posted in Companies.

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An interesting piece of research from Macquarie Equities came across my desk, illustrating the massive bubble we are living through.  Despite the chequered history of many Emerging Economies, the spread on the yield on their sovereign bonds relative to US Bonds has come down from seven per cent to three per cent over the past three years.

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by David Buckland Posted in Financial Services.

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