Monthly Archives: August 2019

Is that all there is to a housing slump? Well, yes, according to REA Group, which recently reported a decent set of numbers for the year, and expects a significantly better residential listings market in the months ahead. Continue…

by Roger Montgomery Posted in Companies.

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In this article for the Sydney Morning Herald Colin Kruger discusses the stock market’s tech bubble and draws on Roger’s view that prices and values are so divorced from each other.  Read here.

by Roger Montgomery Posted in On the Internet.

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by Roger Montgomery's Team Posted in Old Content.

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Reporting season is now underway and there have already been a few notable share price moves – JB Hi-Fi (ASX:JBH), REA Group (ASX:REA) and James Hardie (ASX:JHX) leading the way for some larger companies. Continue…

by Joseph Kim Posted in Companies.

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by Roger Montgomery's Team Posted in Old Content.

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In this article for Money Magazine Roger discusses where investors should be looking for possible downgrades and bargains over the next few months. The three companies discussed aren’t “buys” right now, so they have a “hold” attached to their names. However, a sell-off could render them much more attractive. Read here.

by Roger Montgomery Posted in In the Press.

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Reporting season can be brutal for businesses affected by cyclical factors, like the current residential building slump. But experience tells me it’s also a great time for investors to take note of out-of-favour companies that should rebound when the cycle turns up. Continue…

by Roger Montgomery Posted in Companies, Market commentary.

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Reporting season has kicked off, and the results are in from some of our ASX heavyweights. So, how have they fared, and how has the market reacted? Continue…

by Andreas Lundberg Posted in Companies.

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Rod Matthews wrote an article for The Canberra Times which mentions Roger’s view on the most effective way for the federal government to stimulate the economy. Read here. 

by Roger Montgomery Posted in On the Internet.

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