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Money News 09.04.2019
Roger Montgomery
April 10, 2019
In this interview on Money News, Roger discusses the dislocation between the stock market and economic growth. Another topic included bank earnings, the Commonwealth Bank of Australia cut rates on home lending products. Why?
by Roger Montgomery Posted in Radio.
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5 companies and insight from their management
Joseph Kim
April 10, 2019
With reporting season over a month past, I thought it worthwhile to review some comments made by senior management of companies during reporting season as the noise settles down and there is a period of time to reflect on what has occurred and how things may evolve over the next 6-12 months (and longer). Continue…
by Joseph Kim Posted in Companies, Editor's Pick.
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BUY HOLD SELL: PICKING WINNERS FROM THE LOSERS
Roger Montgomery
April 9, 2019
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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The Unicorn has arrived
Roger Montgomery
April 8, 2019
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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VALUE.ABLE THE PODCAST: EPISODE 13 – Dividend Policy Accompanying Paper
Roger Montgomery
April 5, 2019
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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