On the Internet

Carrie LaFrenz wrote an article in the Australian Financial Review which discusses Healthscope and the shareholder feedback in relation to the bid from BGH and the challenges facing the company ahead of its annual meeting next Wednesday. Read here.

by Tim Kelley Posted in Health Care, On the Internet.

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In this article published in Professional Planner, Roger discusses the Australian property market. Prices are falling at their fastest rate in five years, putting a definitive end to the debt-fuelled housing boom. The question on many investors’ and borrowers’ minds is whether it has only just begun. Read here.

by Roger Montgomery Posted in On the Internet.

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Jaz Harrison wrote an article in Rask Media which discusses Telstra’s Annual General Meeting and mentions Tim’s view on Telstra’s executive pay. Read here.

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by Roger Montgomery Posted in On the Internet.

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Robert Bolton wrote an article in the Australian Financial Review which discusses the Navitas takeover, after rejecting a $2 billion bid from a consortium led by private equity firm BGH Capital. Read here.

by Tim Kelley Posted in On the Internet.

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The investing process employed by Warren Buffett and Charlie Munger is striking not only for the long-term returns that have been generated, but also for its simplicity. This exclusive article for Livewire identifies three Aussie stocks that pass Buffett’s four step process. Read here.

by Roger Montgomery Posted in Editor's Pick, On the Internet.

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In this article for Cuffelinks Roger discusses Tesla and Afterpay, investors in these companies seem to have missed something. What is it? Read here.

by Roger Montgomery Posted in On the Internet.

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Peter Switzer published an article in Switzer Daily which discusses Telstra’s recent spike. Peter discusses Roger’s view and why he bought it when it fell below what he thought was its intrinsic value. Read here.

by Roger Montgomery Posted in On the Internet.

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Jonathan Shapiro published an article in the Australian Financial Review which questions whether Afterpay’s magic can continue. Jonathan discusses Roger’s view on the 2.5 per cent net transaction margin Afterpay generated in 2017. Read here.

by Roger Montgomery Posted in Editor's Pick, On the Internet.

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Sue Lannin published an article for the ABC which mentions Roger’s view on Darrell Lea’s expansion to a broader range of products. Read here.

by Roger Montgomery Posted in On the Internet.

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In this article for Cuffelinks Roger discusses media’s changing landscape. Will Nine’s bid for Fairfax make any difference to either organisation? Read here.

by Roger Montgomery Posted in On the Internet.

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