In what’s been a terrible year for the energy sector, AGL is the latest company to disappoint. Its full-year results included a steep drop in profits and signalled that there’s worse to come next year. While AGL intends to maintain its attractive flow of dividends, I’m not convinced this will be enough to tempt many investors given the negative outlook. Continue…

by Andreas Lundberg Posted in Companies, Energy / Resources.

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Roger joined Ross Greenwood on The Money Minutes for a run through of the first week of the Australian reporting season. So far, results don’t look too bad although the fear is these results are still looking in the rear-view mirror. Many companies have been unwilling to provide guidance for the next 12 months, so how should investors think about the longer-term prospects for businesses?

by Roger Montgomery Posted in Radio.

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by Roger Montgomery's Team Posted in Old Content.

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Shareholders in Australia’s largest bank, the Commonwealth Bank of Australia, would have been relieved to read that the bank has delivered a decent full-year result – with a 98 cent dividend to boot.  But the near term may not be so bright, with the bank pointing to earnings headwinds in the months ahead.  Below is my summary of the key points from the full-year result. Continue…

by Stuart Jackson Posted in Companies.

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Government stimulus measures and lockdowns have led to behavioural changes that have benefited some businesses while hampering others. But, as these stimulus measures taper, and restrictions ease, we’re likely to see a lot of spending habits return to ‘normal’. And that could have a big impact on many businesses, and their share prices. Continue…

by Roger Montgomery Posted in Market commentary.

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Roger joined David Taylor and Linda Mottram on PM, ABC radio to discuss how companies slashing their dividends will impact retirees. Despite the Commonwealth Bank’s $9.6 billion profit, the bank has reduced its dividend and this comes along side a number of other companies. With retirees being forced to migrate out of term deposits and into higher risk asset classes for their income, how will they be able to sustain their retirement? Listen here. 

by Roger Montgomery Posted in Editor's Pick, Radio.

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