This time last year we shared our investment thesis on Telstra and highlighted three sources of potential upside which we thought the market had not priced into the shares. In this article for Livewire Tim shares his views on why we continue to see opportunities for Telstra to improve its earnings in the medium term. Although how much is now factored into the higher share price? Read here.

by Tim Kelley Posted in On the Internet.

• READ ONLINE
• 2 Comments
• save this article
• 2
• POSTED IN On the Internet.

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 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.

• LISTEN
• save this article
• POSTED IN Radio.

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.

• 1 Comments
• save this article
• 1
• POSTED IN Editor's Pick, TV Appearances.

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 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.