Is there still juice in the Telstra thesis?

Is there still juice in the Telstra thesis?

In this interview for Livewire Tim Kelley discusses Telstra. After several years of price falls it seemed that the gap between price and value had not just closed but reversed altogether.  The issues, while real and material, have been fully priced in to Telstra shares. So what lies ahead? Should investors still hold Telstra even though its recent share price appreciation? Read here.

The Montgomery Fund and Montgomery [Private]  Fund own shares in Telstra. This article was prepared 29 January with the information we have today, and our view may change. It does not constitute formal advice or professional investment advice. If you wish to trade Telstra you should seek financial advice.

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Tim joined Montgomery as Head of Research and Portfolio Manager of The Montgomery Fund in July 2012. Prior to this, Tim was an Executive Director in the corporate advisory division of Gresham Partners, where he worked for 17 years. Before joining Gresham Partners, Tim worked for McKinsey & Company for four years, where he was involved in strategic consulting in both Australia and Denmark.

This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.

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