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.