Monthly Archives: April 2019

  • Protected: PROTECTED

    Roger Montgomery's Team
    April 9, 2019

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    by Roger Montgomery's Team Posted in Old Content.

  • BUY HOLD SELL: PICKING WINNERS FROM THE LOSERS

    Roger Montgomery
    April 9, 2019

    Roger joined Livewire’s exclusive Buy Hold Sell to discuss what the structural challenges facing the car industry mean for Automotive Holdings Group, the battle confronting Kogan and Bellamy’s continued push into China.

    by Roger Montgomery Posted in TV Appearances.

  • The Unicorn has arrived

    Roger Montgomery
    April 8, 2019

    Investors should be aware that another tech boom appears to be underway. Exuberant valuations, zero profits and knowledgeable private equity owners lining up to sell their stakes are painting a cautious picture for technology stocks. This time the boom surrounds the conga line of technology unicorns that have filed to list, or are rumoured to do so, this year. Continue…

    by Roger Montgomery Posted in Companies, Editor's Pick.

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    April 8, 2019

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  • VALUE.ABLE THE PODCAST: EPISODE 13 – Dividend Policy Accompanying Paper

    Roger Montgomery
    April 5, 2019

    This paper illustrates the worked example of companies’ dividend policies from the 5:00 minute mark in Episode 13 of Value.able The Podcast. Continue…

    by Roger Montgomery Posted in Podcast Channel.

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    Roger Montgomery's Team
    April 5, 2019

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  • Three observations from China’s economy important to Australian investors

    Roger Montgomery
    April 4, 2019

    There’s a lot going on to keep our attention this year. Our expectations remain that volatility has returned to more normal levels, after a long period of minimal volatility. And there are many triggers for volatility.  However, investors should also be keeping an eye on China.  Continue…

    by Roger Montgomery Posted in Global markets, Market commentary.

  • Uniti trying to Unify

    David Buckland
    April 4, 2019

    Since writing about Uniti Wireless (ASX:UWL) a few weeks ago, several interesting things have happened under Michael Simmons and Vaughan Bowen’s stewardship. Continue…

    by David Buckland Posted in Companies.

  • A closer look at Woolworths’ off market share buy-back

    Stuart Jackson
    April 3, 2019

    In this week’s video insight, Stuart takes a closer look at off market share buy-backs. Earlier this week Woolworths announced an off market buy-back as the company returns the $1.7 billion received from the sale of its petrol business. One of the key assumptions is that the shareholder is able to utilise any capital losses created from selling into the buy-back. Although Stuart identifies some factors which will impact this. Continue…

    by Stuart Jackson Posted in Video Insights.

  • Risks and opportunities from a Labor win

    Roger Montgomery
    April 3, 2019

    In this exclusive interview with Livewire, Roger discusses the risks and opportunities from Labor winning the upcoming election. As the market comes to terms with what is increasingly looking like an odds-on Labor election win in May, investors are assessing how some dramatic policy shifts are going to impact portfolios.

    by Roger Montgomery Posted in TV Appearances.