Editor’s Pick

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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Australia has more than 257 trillion cubic feet (TCF) of gas resources and 885 TCF in prospective resources.* And we’ll soon be the largest gas exporter in the world.  But, somewhat shockingly, new gas import terminals are about to be built on our east coast to cut the price of gas. I hate to be a doomsayer, but I don’t think this is going to work. continue…

by Andreas Lundberg Posted in Editor's Pick, Energy / Resources.

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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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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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Roger joined Ticky Fullerton on Sky Business to discuss Telstra. With the investor day shortly approaching will the dividend be cut even further?

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by Roger Montgomery Posted in Editor's Pick, TV Appearances.

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There can be virtually no doubt that we are in a golden age of technological advances that promise to change the world. From 3D printers churning out both metal objects and human organs, to digital advertising targeting customers based on their moods, continue…

by Roger Montgomery Posted in Editor's Pick, Technology & Telecommunications.

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In this week’s video insight Tim discusses our view on Telstra. We have been reasonably critical of Telstra over the years, although given the extent of the share price decline we think Telstra has now reached a point in which it offers value upside.

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by Tim Kelley Posted in Editor's Pick, Video Insights.

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The US bull market is now 110 months old, and many stocks are looking expensive – despite reports of exceptional profit margins. Which is why we continue to hold a larger proportion of our portfolio in cash than many, if not most, of our peers. continue…

by Roger Montgomery Posted in Editor's Pick, Market commentary.

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Montgomery Global Investment Management is coming around to its third anniversary. In this week’s video insight David discusses their progress. How have the funds tracked against the benchmark?

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by David Buckland Posted in Editor's Pick, Video Insights.

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Predicting market direction is very hard to do. In this week’s video insight, Roger presents some of the facts via a series of charts to let you draw your own conclusions as to where markets are headed in the next 12-18 months.

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

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