With so much focus these days on digital advertising, it’s easy to forget that traditional forms of advertising can also be quite profitable. Take outdoor media, for example, where revenue growth has been resilient over the last year. Continue…

by Stuart Jackson Posted in Media Companies.

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Norwegian company Equinor has just released a draft environmental plan for deep water oil drilling in the Great Australian Bight. A misstep in this project would have disastrous environmental, social and economic impacts for all Australians, which is why we think it should be rejected. Continue…

by Roger Montgomery Posted in Insightful Insights.

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In this interview on Money News, Roger discussed the results from the recent earnings season. Those considered small caps,  the ratio of companies downgrading their guidance for the next 12 months was 3:1 and for the top 100 companies twice as many are downgrading than upgrading.  How will this play out for the general economy?

by Roger Montgomery Posted in Radio.

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In recent years, state budgets have benefited from rising revenues, particularly from stamp duty. But now that revenue stream is being squeezed, particularly in New South Wales and Victoria. This decline in revenue could be a real issue for businesses that rely on state infrastructure spending. Continue…

by Andreas Lundberg Posted in Market commentary.

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by Roger Montgomery's Team Posted in Old Content.

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Is Australia’s debt-fuelled party about to end? It looks like it. National new car sales have fallen off a cliff. This new era of belt tightening poses a threat to the national economy. Continue…

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

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In this week’s video insight David takes a look at debt-inducted growth, focusing on China, and the balance sheet effects impacting the world’s credit. In 2018 the Shanghai Composite Index was one of the worst performing stock markets in the world, down 25 per cent and this decline coincided with the level of Chinese bond defaults exploding to over US$23 billion.

by David Buckland Posted in Video Insights.

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This part of the deep dive analysis into Sydney Airport (ASX:SYD) will look at SYD’s capital expenditure and capital structure and how this impacts the all-important free cash-flow and dividend profile of the company. Continue…

by Joseph Kim Posted in Companies.

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