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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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MEDIA
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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Three observations from China’s economy important to Australian investors
Roger Montgomery
April 4, 2019
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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Uniti trying to Unify
David Buckland
April 4, 2019
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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