JB Hi-Fi (ASX:JBH) and Super Retail Group (ASX:SUL) recently released their HY19 results. They were surprisingly strong, beating market expectations that have been progressively downgraded amid slumping national retail sales and foot traffic numbers. The question for investors is: how long can they defy the retail gloom? Continue…

by Roger Montgomery Posted in Companies.

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As you would well know, we have been bearish property for more than two years, warning those who feared missing out, to be extra cautious about borrowing to buy at the peak. Continue…

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

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Sydney Airport is Australia’s busiest airport. Its owner – Sydney Airport Holdings (ASX:SYD) – has profited from Australia’s growing attraction as a tourism destination, and the airport’s monopoly position. So what does the future hold for its key earnings drivers? Continue…

by Joseph Kim Posted in Companies.

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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. 

by Roger Montgomery Posted in Radio.

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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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by Roger Montgomery's Team Posted in Old Content.

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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…

by Roger Montgomery Posted in Companies.

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