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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In this exclusive interview with Livewire, Roger discusses the risks and opportunities from Labor winning the upcoming election. As the market comes to terms with what is increasingly looking like an odds-on Labor election win in May, investors are assessing how some dramatic policy shifts are going to impact portfolios.

by Roger Montgomery Posted in TV Appearances.

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Referencing two infamous investing quotes, I watch the enthusiasm in technology stocks wondering, “is this time different”? Or should we continue to “be greedy when others are fearful and fearful when others are greedy?” 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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On Wednesday, New Zealand online goods trading and classifieds platform TradeMe will hold an extraordinary general meeting so that shareholders can vote on the proposed acquisition of the company by one of the private equity funds of Apax Partners for NZ$6.45 per share. Continue…

by Stuart Jackson Posted in Companies, Stocks We Like.

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Roger joined Livewire’s exclusive Buy Hold Sell to discuss three companies which are currently on a high, including Bravura, Washington H. Soul Pattinson and Magellan Financial Group. With momentum driving their share prices higher, can they continue to soar?

by Roger Montgomery Posted in Editor's Pick, TV Appearances.

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