What do A2 Milk and Nine Entertainment have in common? They represent two key themes that Australian investors should focus on to potentially enhance their long-term returns. Continue…

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

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Anyone hoping to see the widespread use of autonomous vehicles (AVs) will have to wait quite a while longer. Because, despite the hype, there are still numerous hurdles – financial, technological and social – to overcome. Continue…

by Roger Montgomery Posted in Technology & Telecommunications.

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by Roger Montgomery's Team Posted in Old Content.

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In this episode of Value.Able The podcast Roger identifies what numbers you should look for in a company’s financial statements which will help you determine whether a company is high quality or not. Roger also shares a real-life example with you to assist.

by Roger Montgomery Posted in Editor's Pick, Podcast Channel.

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by Roger Montgomery's Team Posted in Old Content.

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Most investors in Australian banking stocks don’t give much thought to how our banks capitalise their IT expenditure. But it matters, because the way they capitalise this expenditure affects the quality of their earnings base. Continue…

by Stuart Jackson Posted in Financial Services.

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Since we alerted investors some two years ago that an oversupply of property would ultimately result in a collapse of activity in residential construction, additional nails have been hammered into the fortunes for companies exposed to housing and retailing. Continue…

by Roger Montgomery Posted in Consumer discretionary, Property.

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Anyone following the financial media will probably know that the going has been tough for active managers recently, with only a smallish minority managing to outperform the market. Continue…

by Tim Kelley Posted in Market commentary.

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