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.

• watch video
• save this article
• POSTED IN Video Insights.

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.

• save this article
• POSTED IN Companies, Consumer discretionary, Stocks We Like.

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.

• 2 Comments
• save this article
• 2
• POSTED IN Editor's Pick, Property.

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.

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.

In this radio interview I joined Linda Mottram at the ABC to discuss APRA’s recent announcement to crack down and propose a range of measures for Bank executives to do the right thing, even by potentially taking back previous bonuses. Listen here.

by Roger Montgomery Posted in Radio.

• LISTEN
• save this article
• POSTED IN Radio.

Right now, there’s no shortage of analysts cautioning investors that equities are over-priced, given that many businesses are sitting on elevated, if not euphoric, multiples. But looking more closely, is it the right time to switch out of cash and into global equities? Continue…

by Roger Montgomery Posted in Editor's Pick, Global markets.

• 8 Comments
• save this article
• 8
• POSTED IN Editor's Pick, Global markets.

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.