History has a long track record of demonstrating that when it comes to new technology it’s often, and perhaps even usually, the consumer that wins at the expense of investors. Continue…

by Roger Montgomery Posted in Technology & Telecommunications.

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Over the past year, the Australian dollar has fallen against the US dollar. It’s a trend I don’t expect will change any time soon. This has important consequences for many Australian businesses and for investors. Continue…

by Andreas Lundberg Posted in Foreign Currency.

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In releasing their half-yearly results for the six months to March 2019, the Eclipx Group (ASX: ECX) management has come clean. After spending a combined $246 million on the Right2Drive and GraysOnline acquisitions in May 2016 and August 2017, respectively, they have now been written down by $118 million.  Continue…

by David Buckland Posted in Companies.

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In this episode of Value.Able The podcast Roger discusses low quality businesses. If a company is generating a low rate of return on equity, is it best to pay the returns out as a dividend? Roger identifies companies which are forced to reinvest.

by Roger Montgomery Posted in Podcast Channel.

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Jumbo Interactive (ASX:JIN)  is a wonderful business that we’ve liked for a long time. But with its share price doubling over the past six months to an all-time high, is it wise for would-be buyers to step aside for now? Continue…

by Roger Montgomery Posted in Companies.

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by Roger Montgomery's Team Posted in Old Content.

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In this interview on Money News, Roger discusses the difference a week has made. Since the Federal Election, property clearance rates have gone from 44 per cent to 69 per cent. Will the government be able to offset a deteriorating construction sector, or is the enthusiasm premature?

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

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The market has viewed the private health insurers as one of the biggest winners from this month’s Federal Election. This is due to the market having factored in the likely impact of Labor’s stated policy of limiting average policy premium increases to 2 per cent on 1 April 2020 and 2021. With this risk having been removed from the outlook, the share prices of Medibank Private (ASX:MPL) and NIB (ASX:NHF) have increased around 14 per cent since the election. Continue…

by Stuart Jackson Posted in Companies, Health Care, Insurance.

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