Roger joined Livewire’s exclusive Buy Hold Sell to discuss what the structural challenges facing the car industry mean for Automotive Holdings Group, the battle confronting Kogan and Bellamy’s continued push into China.

by Roger Montgomery Posted in TV Appearances.

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Investors should be aware that another tech boom appears to be underway. Exuberant valuations, zero profits and knowledgeable private equity owners lining up to sell their stakes are painting a cautious picture for technology stocks. This time the boom surrounds the conga line of technology unicorns that have filed to list, or are rumoured to do so, this year. Continue…

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

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by Roger Montgomery's Team Posted in Old Content.

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This paper illustrates the worked example of companies’ dividend policies from the 5:00 minute mark in Episode 13 of Value.able The Podcast. Continue…

by Roger Montgomery Posted in Podcast Channel.

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by Roger Montgomery's Team Posted in Old Content.

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There’s a lot going on to keep our attention this year. Our expectations remain that volatility has returned to more normal levels, after a long period of minimal volatility. And there are many triggers for volatility.  However, investors should also be keeping an eye on China.  Continue…

by Roger Montgomery Posted in Global markets, Market commentary.

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Since writing about Uniti Wireless (ASX:UWL) a few weeks ago, several interesting things have happened under Michael Simmons and Vaughan Bowen’s stewardship. Continue…

by David Buckland Posted in Companies.

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In this week’s video insight, Stuart takes a closer look at off market share buy-backs. Earlier this week Woolworths announced an off market buy-back as the company returns the $1.7 billion received from the sale of its petrol business. One of the key assumptions is that the shareholder is able to utilise any capital losses created from selling into the buy-back. Although Stuart identifies some factors which will impact this. Continue…

by Stuart Jackson Posted in Video Insights.

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