This week, i joined the 'Equity mates' podcast to discuss the current state of the market LISTEN NOW
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Money News 30.07.2019
Roger Montgomery
July 31, 2019
In this interview on Money News Roger joins Ross Greenwood to discuss current market conditions. With interest rates declining and stocks at all-time highs, is it time to be cautious?
by Roger Montgomery Posted in Radio.
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Where is the market heading?
Roger Montgomery
July 31, 2019
In this interview for Switzer TV, Roger joins Peter Switzer to discuss exactly where the market is at right now. Low interest rates are pushing equities higher creating a challenge for value investors. Although, if we take a look overseas, there are a lot more opportunities.
by Roger Montgomery Posted in Editor's Pick, TV Appearances.
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One thing to look out for this reporting season
Stuart Jackson
July 30, 2019
In this week’s video insight Stuart provides commentary on one of the issues we will be monitoring this reporting season. After a fairly brutal confession season, analyst forecasts for earnings per share growth from the industrial stocks (excluding financials) in FY2019 has been reduced markedly. Find out why potential risk lies is in the guidance statements.
by Stuart Jackson Posted in Video Insights.
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Super Cheap defies the retail gloom
Roger Montgomery
July 30, 2019
Not all brick and mortar retailers are doing it tough. Take Super Retail Group (ASX:SUL), for example. The owner of Supercheap Auto, Rebel, Macpac and BCF is showing how to maintain margins, and fend off the digital disruptors. Continue…
by Roger Montgomery Posted in Companies, Consumer discretionary, Stocks We Like.
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Shoddy building practices are a ticking time bomb that won’t go away
David Buckland
July 29, 2019
Australia’s recent residential building boom saw the rapid erection of hundreds of high-rise apartment blocks, and, for a while, everyone seemed to be making money. But now the cost of poor building standards is coming back to bite many players in the industry. Continue…
by David Buckland Posted in Editor's Pick, Property.
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