Australian toll road operator, Atlas Arteria (ASX:ALX), has announced a new, simpler ownership structure that should benefit the company and its shareholders. The deal includes the separation from Macquarie Group – thus ending ongoing management fees to the ‘silver doughnut’ – and an increased stake in APRR, Europe’s fourth-largest motorway operator. Continue…

by Andreas Lundberg Posted in Companies, Stocks We Like.

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Aristocrat Leisure (ASX: ALL), one of the world’s largest manufacturers of gambling machines, has been a stellar performer over the past five years, rising some 400 per cent. It’s recently reported results were impressive, to say the least. Free cash flow was up 16 per cent. Dividends rose 22 per cent. And debt was down. Continue…

by Stuart Jackson Posted in Companies, Stocks We Like.

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A combination of booming protein consumption in China, drought in Australia and African swine fever is sending meat prices sky high. That’s great news if you’re a producer. But not so good if you’re a meat eater. To paraphrase former PM, Malcolm Turnbull, there’s never been a better time to be a vegetarian. Continue…

by Roger Montgomery Posted in Market commentary.

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Insolvency practitioners – who turn around failing businesses, or wind them up – are the canary in the economic coal mine. Right now they’re expanding and hiring more staff, which suggests they’re preparing for challenging economic times ahead. And that spells bad news for our retailers. Continue…

by Roger Montgomery Posted in Companies, Consumer discretionary.

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by Roger Montgomery's Team Posted in Old Content.

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Roger Montgomery joined Ross Greenwood on Money News to dissect the retail sector. The worse economic figures look, the better the stock market. How does this work? Consumer discretionary stocks are up 29 per cent calendar year to date, but retail conditions are particularly tough.

by Roger Montgomery Posted in Radio.

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by Roger Montgomery's Team Posted in Old Content.

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With rising stock prices and falling yields, long-term equity investors can expect a lower return today than in years gone by. How tough do they have it? Continue…

by Tim Kelley Posted in Investing Education.

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