The boys and girls within merger and acquisition teams, when pitching to their clients, will often discuss synergistic benefits, claiming “one plus one equals three.” Early in November 2018, McMillan Shakespeare (ASX:MMS) bid 0.1414 per MMS plus $0.46 for each Eclipx (ASX:ECX) share. Continue…

by David Buckland Posted in Companies.

• save this article
• POSTED IN Companies.

In this interview on Money News, Roger discusses the Chant West report on performance numbers for Australian superannuation funds for the first few months of the year. If we remove financials and resources from the market, would it have still rallied as much this year?

by Roger Montgomery Posted in Radio.

• LISTEN
• save this article
• POSTED IN Radio.

Many investors regard Sydney Airport (ASX:SYD) as a key defensive asset due to its monopoly over Australia’s main gateway, solid earnings growth and yield. But just how do you value a company like SYD? In part 4 of our analysis, we look at the valuation considerations and a key issue that could impact the future earnings.
Continue…

by Joseph Kim Posted in Companies.

• 7 Comments
• save this article
• 7
• POSTED IN Companies.

by Roger Montgomery's Team Posted in Old Content.

• Enter your password to view comments.
• save this article
• Enter your password to view comments.
• POSTED IN Old Content.

by Roger Montgomery's Team Posted in Old Content.

• Enter your password to view comments.
• save this article
• Enter your password to view comments.
• POSTED IN Old Content.

by Roger Montgomery's Team Posted in Old Content.

• Enter your password to view comments.
• save this article
• Enter your password to view comments.
• POSTED IN Old Content.

In this interview on Money News, Roger discusses why house prices could have further to fall. There are three reasons pointing to a further decline, and this might impact the third biggest employer in Australia – the construction sector.

by Roger Montgomery Posted in Radio.

• LISTEN
• save this article
• POSTED IN Radio.

While the recent reporting season painted a mixed picture about the outlook for Australia, it also left me optimistic. Any bouts of  volatility this year will provide investment managers like us with the opportunity to find value among quality businesses. Let me explain. Continue…

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

• 2 Comments
• save this article
• 2
• POSTED IN Companies, Editor's Pick.