Monthly Archives: December 2020

  • Protected: PROTECTED

    Roger Montgomery's Team
    December 4, 2020

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

    by Roger Montgomery's Team Posted in Old Content.

  • Have travel restrictions impacted Atlas Arteria’s value?

    Andreas Lundberg
    December 3, 2020

    In this week’s video insight Andreas discusses Atlas Arteria’s major asset, the 31 per cent stake in APRR, a 2300 km motorway network in France. Coronavirus travel restrictions have seen Atlas Arteria’s first-half revenues decline 25 per cent. But is the worst over? Continue…

    by Andreas Lundberg Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.

  • Why our soaring market still looks ok to me

    Roger Montgomery
    December 3, 2020

    Are share markets cheap or expensive right now? Well, it depends who you ask. And there are plenty of people happy to offer their opinion. But at the risk of adding to this largely irrelevant discussion (after all, we buy shares in companies, not ‘the market’) here’s my take. Please feel free to comment – I’d love to read your views as well. Continue…

    by Roger Montgomery Posted in Market commentary.

  • Freedom Foods – significant control deficiencies cost $591.5m

    David Buckland
    December 2, 2020

    The meaningless historical accounts signed off by Deloitte Touche Tohmatsu, came to a head on Monday 30 November when Freedom Foods Group Limited (ASX: FNP) released its Annual Report for the year to 30 June 2020. Continue…

    by David Buckland Posted in Companies.

  • Protected: PROTECTED

    Roger Montgomery's Team
    December 2, 2020

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

    by Roger Montgomery's Team Posted in Old Content.

  • Why Flight Centre shares are soaring again

    Joseph Kim
    December 1, 2020

    The good news on coronavirus vaccines has boosted the value of travel stocks, like Flight Centre (ASX:FLT), Webjet (ASX:WEB) and Corporate Travel (ASX:CTD). While a return to normal is still a fair way off, many investors clearly don’t seem to mind, and are looking ahead to better times. So, are they being realistic, or is this a case of irrational exuberance? Continue…

    by Joseph Kim Posted in Companies.

  • Protected: PROTECTED

    Roger Montgomery's Team
    December 1, 2020

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

    by Roger Montgomery's Team Posted in Old Content.