by Roger Montgomery's Team Posted in Old Content.

• Enter your password to view comments.
• save this article
• Enter your password to view comments.
• POSTED IN Old Content.

Most companies are finding it nearly impossible to accurately assess the long-term impact of the COVID-19 crisis on their business. Consequently, market analysts are having an equally tough time, and their opinions can be alarmingly divergent. Recent analyst commentary on consumer goods retailer, JB Hi-Fi, is a case in point. Continue…

by Roger Montgomery Posted in Companies.

• 2 Comments
• save this article
• 2
• POSTED IN Companies.

Right now, we’re seeing a tug-o-war between investors who think the worst is behind us and those who feel there is more coronavirus induced pain to come. A look at recent corporate earnings announcements gives a slightly clearer picture of the road ahead. Continue…

by Andreas Lundberg Posted in Companies.

• save this article
• POSTED IN Companies.

by Roger Montgomery's Team Posted in Old Content.

• Enter your password to view comments.
• save this article
• Enter your password to view comments.
• POSTED IN Old Content.

After a few tough months, Australia is starting to come out of hibernation, and investors are looking ahead – as reflected in our rebounding sharemarket. But they’ll need to be selective in their stock selections, because some businesses will do far better than others in our post-lockdown world. Continue…

by Roger Montgomery Posted in Market commentary.

• 9 Comments
• save this article
• 9
• POSTED IN Market commentary.

Currently, the US S&P 500 stands at 2,870 points, down 15 per cent from its February 2020 peak.  (Meanwhile, the Australian All Ordinaries Index at 5,450 points is 25 per cent below its peak). On most fundamentals, markets have justified high valuations on the back of historically low interest rates. Continue…

by David Buckland Posted in Global markets, Market commentary.

• save this article
• POSTED IN Global markets, Market commentary.

A lot has been written about the COVID-19 crisis and undoubtedly it will go down in history as a monumental market crash, and so far it has been one of the quickest technical “bear” markets on record, with the S&P 500 hitting its high on 19 February 2020 and into a bear market just 16 days later. Continue…

by Scott Phillips Posted in Market commentary.

• save this article
• POSTED IN Market commentary.

by Roger Montgomery's Team Posted in Old Content.

• Enter your password to view comments.
• save this article
• Enter your password to view comments.
• POSTED IN Old Content.