by Roger Montgomery's Team Posted in Old Content.

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Super Retail Group is one of the few Aussie bricks-and-mortar retailers to successfully navigate the online era and thrive. Their new chief executive says he’s confident of growing profits this year despite a $9 million hit from higher wage costs. Continue…

by Andreas Lundberg Posted in Companies.

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Federal government moves to re-assess Australia’s high immigration rate could lead to a cut in migrant numbers. This is potentially bad news for the nation’s property and infrastructure developers. Continue…

by Andreas Lundberg Posted in Market commentary.

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by Roger Montgomery's Team Posted in Old Content.

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by Roger Montgomery's Team Posted in Old Content.

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In this week’s video insight, Roger takes a look at what the future holds for the residential construction industry. We have maintained the view that retailers will report reasonable numbers for FY19 with construction activity still strong as homes that were ordered a year or two ago are still under construction. But once those homes are completed, will the picture for retailers deteriorate rapidly?

by Roger Montgomery Posted in Editor's Pick, Video Insights.

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by Roger Montgomery's Team Posted in Old Content.

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Twelve months ago, we saw compelling value in Telstra (ASX: TLS). Since then, its share price has shot up 40 per cent, and it may have further to run. In a market where it’s tough to find value, we think the healthcare business, Healius, could be the next company to outperform. Continue…

by Tim Kelley Posted in Companies, Stocks We Like.

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