Monthly Archives: September 2018

In this week’s video insight Tim discusses the information technology sector. The information technology sector makes up only a small part of the total market capitalisation of the ASX200 Index although is much larger represented in the US. Will strong returns continue?

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by Tim Kelley Posted in Video Insights.

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Is the next US downturn years away, or just around the corner?  Either way, leading US economist, Professor Jeffrey Frankel, says it will be severe. And the reason, he says, is the Trump administration’s relentless pursuit of fiscal expansion and financial deregulation. Continue…

by Roger Montgomery Posted in Global markets.

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In this article published in The Australian, Roger discusses the August 2018 reporting season. This year’s reporting season offered some useful insights, find out more here.

by Roger Montgomery Posted in In the Press.

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Steadfast Group (ASX:SDF) is the largest general insurance broker network and group of underwriting agencies in Australasia. It also has growing operations in Asia and Europe. Two of our funds own shares in the company, so we were eager to read its FY2018 results. Here are our initial impressions. Continue…

by Roger Montgomery Posted in Companies, Stocks We Like.

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by Roger Montgomery's Team Posted in Old Content.

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by Roger Montgomery's Team Posted in Old Content.

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by Roger Montgomery's Team Posted in Old Content.

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One of the fundamental aspects of price discovery in the market is the speed at which participants are willing to price in future expectations for a business, adjusted for potential risks in execution. Continue…

by Joseph Kim Posted in Companies.

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We think the following note we received from one of our research subscriptions, McAlinden Research Partners is of interest and worth republishing in its entirety. Continue…

by Roger Montgomery Posted in Consumer discretionary, Technology & Telecommunications.

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Reporting season has produced some terrific results, with the combined earnings per share of companies reporting rising by almost 9 per cent.  But a note of caution: it’s also highlighted that the road ahead could get bumpy for three key sectors of the economy. Continue…

by Roger Montgomery Posted in Market commentary.

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