Companies
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Where next for Qantas?
Roger Montgomery
July 4, 2018
The Qantas share price has soared 600 per cent since 2014. This has surprised many long-term investors, who view airlines as a bit like the Bermuda Triangle – a place where money is lost and never seen again. So, what’s happened? Are airlines now a great place to invest? continue…
by Roger Montgomery Posted in Companies.
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Why this billionaire investor thinks tech stocks are still cheap
Roger Montgomery
July 2, 2018
If you’re looking for a dose of optimism, then head to the recent interview on CNBC with billionaire hedge fund pioneer, Julian Robertson. Robertson says he’s still bullish on this market, and he’s particularly keen on leading tech stocks like Facebook, Google and Microsoft. continue…
by Roger Montgomery Posted in Companies, Global markets.
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Will Telstra’s new strategy turn its fortunes around?
Tim Kelley
June 28, 2018
Telstra (ASX:TLS) has just released its much-anticipated Telstra2022 strategy, which sets out the company’s longer-term prospects for growth. We like the new direction, and sense that TLS’s share price plunge may be coming to the end. But strategy is one thing; execution is another. The question is: can management deliver? continue…
by Tim Kelley Posted in Companies, Editor's Pick.
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Listen to this!
Roger Montgomery
June 25, 2018
Cochlear (ASX:COH) is one of Australia’s shining examples of technical adroitness and export attractiveness, an example to entrepreneurs of what can be achieved in Australia despite punitive wages and regulation. continue…
by Roger Montgomery Posted in Companies.
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Which Retailers are exposed to falling Property?
Roger Montgomery
June 22, 2018
As you well know, we have been calling an end to the Australian property price and construction boom/bubble for some time. And now property prices appear to be declining and auction clearance rates falling, the latter suggesting price falls are not over yet. continue…
by Roger Montgomery Posted in Companies, Property.
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Where to find value in global tech stocks
Roger Montgomery
June 19, 2018
This bull market has featured stellar performances from a small group of technology stocks, like Apple, Facebook and Netflix. Indeed, we’ve not before seen so much capital concentrated in a single sector. Despite the lofty valuations of most of these businesses, we continue to see some excellent investment opportunities. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Is it safe to buy Telstra shares again?
Roger Montgomery
June 18, 2018
Telstra’s (ASX:TLS) plunging share price is becoming more interesting. While many investors still dismiss the business, it’s worth considering if all the bad news is already baked in. Is there a chance that Telstra’s cost-cutting and scale could deliver higher margins for shareholders? continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Technology & Telecommunications.
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ABC NIGHTLIFE
Roger Montgomery
June 14, 2018
In this radio program with Philip Clark, Roger discusses Telstra. Back in 2015 the share price hit around $6.60 due to an enormous surge in the chase for yield. With the share price now around $2.70, do we see value in Telstra? Listen here. continue…
by Roger Montgomery Posted in Companies.
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How to profit from the relentless rise of online gaming
Roger Montgomery
June 7, 2018
If you’re an investor looking for growth, you might want to check out companies involved in gaming. You see, gaming is big, and getting bigger. And it’s helping to propel some of the largest businesses on the planet. continue…
by Roger Montgomery Posted in Companies.
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How the Pub Chain Wetherspoon’s won Britain’s hearts and wallets
Roger Montgomery
June 6, 2018
In Australia, pubs operate much as they all once did in the UK; relying on breweries to deliver beer to be poured out of taps locked up under contract with said breweries. continue…
by Roger Montgomery Posted in Companies.
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