In this week’s video insight Andreas discusses Atlas Arteria’s major asset, the 31 per cent stake in APRR, a 2300 km motorway network in France. Coronavirus travel restrictions have seen Atlas Arteria’s first-half revenues decline 25 per cent. But is the worst over? Continue…

by Andreas Lundberg Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.

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Are share markets cheap or expensive right now? Well, it depends who you ask. And there are plenty of people happy to offer their opinion. But at the risk of adding to this largely irrelevant discussion (after all, we buy shares in companies, not ‘the market’) here’s my take. Please feel free to comment – I’d love to read your views as well. Continue…

by Roger Montgomery Posted in Market commentary.

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The meaningless historical accounts signed off by Deloitte Touche Tohmatsu, came to a head on Monday 30 November when Freedom Foods Group Limited (ASX: FNP) released its Annual Report for the year to 30 June 2020. Continue…

by David Buckland Posted in Companies.

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by Roger Montgomery's Team Posted in Old Content.

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The good news on coronavirus vaccines has boosted the value of travel stocks, like Flight Centre (ASX:FLT), Webjet (ASX:WEB) and Corporate Travel (ASX:CTD). While a return to normal is still a fair way off, many investors clearly don’t seem to mind, and are looking ahead to better times. So, are they being realistic, or is this a case of irrational exuberance? Continue…

by Joseph Kim Posted in Companies.

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by Roger Montgomery's Team Posted in Old Content.

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The COVID-19 lockdowns brought massive changes to consumer behaviour this year.  Now, the economic re-opening is bringing a new set of changes.  These should benefit many of the consumer businesses that suffered during the lockdowns, thus providing some great opportunities for investors.  Let’s look at some of the businesses that should thrive in 2021. Continue…

by Roger Montgomery Posted in Companies, Consumer discretionary.

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If you think residential real estate in our major cities is already too expensive, then hang onto your hat. Because I think the conditions are right for home prices to explode.
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by Roger Montgomery Posted in Editor's Pick, Property.

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