Is that all there is to a housing slump? Well, yes, according to REA Group, which recently reported a decent set of numbers for the year, and expects a significantly better residential listings market in the months ahead. Continue…

by Roger Montgomery Posted in Companies.

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Reporting season is now underway and there have already been a few notable share price moves – JB Hi-Fi (ASX:JBH), REA Group (ASX:REA) and James Hardie (ASX:JHX) leading the way for some larger companies. Continue…

by Joseph Kim Posted in Companies.

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by Roger Montgomery's Team Posted in Old Content.

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Reporting season can be brutal for businesses affected by cyclical factors, like the current residential building slump. But experience tells me it’s also a great time for investors to take note of out-of-favour companies that should rebound when the cycle turns up. Continue…

by Roger Montgomery Posted in Companies, Market commentary.

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Reporting season has kicked off, and the results are in from some of our ASX heavyweights. So, how have they fared, and how has the market reacted? Continue…

by Andreas Lundberg Posted in Companies.

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by Roger Montgomery's Team Posted in Old Content.

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What a week! The start of reporting season, and a return of Trump and Xi-inspired market volatility. Which suits us just fine. Because, with plenty of cash, we’re ready to invest in good quality businesses that may become cheaper if the market turns down. Continue…

by Roger Montgomery Posted in Companies, Editor's Pick.

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In this QAV podcast I joined Tony Kynaston and Cameron Reilly to discuss the current market conditions. Even though interest rates are low, asset prices have disengaged so much from valuations which tells me we could be near the end of the rally. Listen here.

by Roger Montgomery Posted in Podcast Channel.

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