Monthly Archives: June 2019

  • Is Costa Group’s share price decline cyclical or structural?

    Joseph Kim
    June 12, 2019

    One of the more significant de-rating stories over the past 12 months has been that of fruit and vegetable grower Costa Group (ASX:CGC), which has had to issue two earnings downgrades over this period due to a variety of weaker pricing and agricultural-related issues. Continue…

    by Joseph Kim Posted in Companies.

  • Protected: PROTECTED

    Roger Montgomery's Team
    June 12, 2019

    This post is password protected. To view it please enter your password below:

    by Roger Montgomery's Team Posted in Old Content.

  • Protected: PROTECTED

    Roger Montgomery's Team
    June 11, 2019

    This post is password protected. To view it please enter your password below:

    by Roger Montgomery's Team Posted in Old Content.

  • Bitcoin: down but not out

    Tim Kelley
    June 11, 2019

    Towards the end of 2017, the price of Bitcoin (along with that of many other crypto currencies) surged to extraordinary highs. At that time, we turned our mind to whether this price growth could make sense, and several of the Montgomery team members wrote opinions (search ‘bitcoin’ on the rogermontgomery.com website) which varied between “maybe” and “certainly not.” Continue…

    by Tim Kelley Posted in Foreign Currency.

  • Protected: PROTECTED

    Roger Montgomery's Team
    June 7, 2019

    This post is password protected. To view it please enter your password below:

    by Roger Montgomery's Team Posted in Old Content.

  • Will a tech IPO bust drag the market down?

    Roger Montgomery
    June 6, 2019

    Each day brings more news of another huge technology IPO, often by businesses that have never made a profit – and perhaps never will. But there are new signs that this latest tech bubble could be coming to an end. Continue…

    by Roger Montgomery Posted in Companies, Market commentary.

  • Protected: PROTECTED

    Roger Montgomery's Team
    June 6, 2019

    This post is password protected. To view it please enter your password below:

    by Roger Montgomery's Team Posted in Old Content.

  • Money News 05.06.2019

    Roger Montgomery
    June 5, 2019

    In this interview on Money News, Roger discusses the 0.25 percentage point rate cut by the RBA. The last cut prior to yesterday was just under 3 years ago and the last rise was almost 11 years ago. Should we expect another cut soon?

    by Roger Montgomery Posted in Radio.

  • Protected: PROTECTED

    Roger Montgomery's Team
    June 5, 2019

    This post is password protected. To view it please enter your password below:

    by Roger Montgomery's Team Posted in Old Content.

  • How pricing power allows a company to remain in control

    Stuart Jackson
    June 4, 2019

    In this week’s video insight Stuart discusses the impact pricing power has on the quality of a company. Pricing power will invariably allow a company to generate a return above its cost of capital. But it also yields another major benefit.

    by Stuart Jackson Posted in Video Insights.