Monthly Archives: August 2019

  • Protected: PROTECTED

    Roger Montgomery's Team
    August 20, 2019

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    by Roger Montgomery's Team Posted in Old Content.

  • Super Retail Group continues to shine

    Andreas Lundberg
    August 19, 2019

    Super Retail Group is one of the few Aussie bricks-and-mortar retailers to successfully navigate the online era and thrive. Their new chief executive says he’s confident of growing profits this year despite a $9 million hit from higher wage costs. Continue…

    by Andreas Lundberg Posted in Companies.

  • Infrastructure needs and the migration debate

    Andreas Lundberg
    August 19, 2019

    Federal government moves to re-assess Australia’s high immigration rate could lead to a cut in migrant numbers. This is potentially bad news for the nation’s property and infrastructure developers. Continue…

    by Andreas Lundberg Posted in Market commentary.

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    Roger Montgomery's Team
    August 16, 2019

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  • Is value investing really dead?

    Roger Montgomery
    August 16, 2019

    In this article for QAV Cameron Reilly discuss why lots of people seem to think the principles of value investing, as articulated by Benjamin Graham and Warren Buffett, are out-dated and, indeed, dead. Cameron draws on Roger’s view that value investing is still the best approach for long term results. Read here.

    by Roger Montgomery Posted in On the Internet.

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    Roger Montgomery's Team
    August 16, 2019

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  • What’s next for the residential construction industry?

    Roger Montgomery
    August 15, 2019

    In this week’s video insight, Roger takes a look at what the future holds for the residential construction industry. We have maintained the view that retailers will report reasonable numbers for FY19 with construction activity still strong as homes that were ordered a year or two ago are still under construction. But once those homes are completed, will the picture for retailers deteriorate rapidly?

    by Roger Montgomery Posted in Editor's Pick, Video Insights.

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    Roger Montgomery's Team
    August 15, 2019

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  • Could Healius do a Telstra?

    Tim Kelley
    August 14, 2019

    Twelve months ago, we saw compelling value in Telstra (ASX: TLS). Since then, its share price has shot up 40 per cent, and it may have further to run. In a market where it’s tough to find value, we think the healthcare business, Healius, could be the next company to outperform. Continue…

    by Tim Kelley Posted in Companies, Stocks We Like.

  • Money News 13.08.2019

    Roger Montgomery
    August 14, 2019

    In this interview on Money News Roger and Ross discuss the current protests in Hong Kong, what will happen if Chinese troops step in? On a domestic note, with a rising population should you be looking for opportunities in the industrials sector?

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