In this radio program with Philip Clark, Roger discusses the Royal Commission and the impact on mortgage broking, China’s debt and RBA’s next move on interest rates. Listen here. 

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REA Group (ASX:REA), which operates Australia’s leading property websites, is a high-quality business and one we are happy to own – at the right price. But what is the right price? Continue…

by Roger Montgomery Posted in Companies, Stocks We Like.

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In this interview on Money News, Roger joined Ross Greenwood to discuss the reporting season. It is interesting to note that so far it’s all been quite benign. What we have noticed though is that outlook statements are starting to turn down. If we start to experience a downturn or slowdown in the economy, what strategy should you adopt?

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With new house sales in December slumping to the lowest levels in almost two decades, retail sales of household goods declining 2.8 per cent in the December quarter, and December foot traffic down eight per cent year on year, the outlook for furniture retailers doesn’t look promising. Continue…

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In this article for Livewire Roger takes a look at JB Hi-Fi’s half year results. On the surface, it appears they are trading at a small discount to our estimated intrinsic value range but will negative sentiment return? You can find my key takeaways from the result here.

by Roger Montgomery Posted in On the Internet.

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In 2019, the Service Stream (ASX: SSM) share price has risen by 24 per cent to around $2.17, and for the half-year to December 2018, the Company has reported an excellent set of numbers. Continue…

by David Buckland Posted in Companies, Stocks We Like.

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