With many Australian companies sitting on lofty valuations, woe betide those that disappoint the market. Because, as we have already seen, investors have taken a big stick to companies that cut their earnings outlook. Continue…

by Stuart Jackson Posted in Companies.

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by Roger Montgomery's Team Posted in Old Content.

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With new chairman Stephen Goddard (former David Jones CFO and Officeworks prior to that) appointed, JB Hi-Fi (ASX:JBH) has come in with a strong result reflecting the pick-up in electronics sales reported in the national retail sales data for December. Continue…

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

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Since listing in 1994, Australian biotech company CSL has powered ahead to become our second largest company by market cap. Lying just ahead is the Commonwealth Bank. But with a more compelling growth story, it’s probably just a matter of when, not if, CSL will hit the front. Continue…

by Roger Montgomery Posted in Companies, Stocks We Like.

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With reporting season about to commence amid the bush fires and coronavirus, the environment is ripe for more positive and negative surprises than we have seen in some time. Continue…

by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.

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Since early 2009, soaring global markets have made shares an extremely rewarding place to invest. With profits likely to keep recovering, and interest rates and inflation likely to stay low, I see no reason why this bull market will not continue. Continue…

by Roger Montgomery Posted in Economics, Global markets, Market commentary.

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Roger joined Brooke Corte on Money News to discuss the consequences of low interest rates. As people are being forced to move their money from term deposits into high risk equities, we are seeing prices being pushed higher. Although are you taking a lot of risk for a low relative return?

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A looming protein shortage in China could put a rocket under the price of most types of meat. And it’s all thanks to the African Swine Fever that’s currently decimating China’s pig herd. Continue…

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

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