In this week’s video insight Joseph introduces Sydney Airport and outlines the investment thesis as well as the key drivers for the earnings outlook. The company has an impressive track record with an enviable monopoly status leveraged to a positive structural thematic. Continue…

by Joseph Kim Posted in Editor's Pick, Video Insights.

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In this interview on Money News, Roger joined Ross Greenwood to discuss the Royal Commission report. Even after Tuesday’s rally of the bank stocks, valuations are still not close to the highs of several years ago, implying the market has already priced in a slowdown in the economy and lending.While banks went north, mortgage brokers went south. Will there still be a role for mortgage brokers?

by Roger Montgomery Posted in Radio.

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The recommendations of the final report by the Royal Commission into Financial Services were far more benign than the market feared. And that’s seen an immediate bounce in bank share prices. Can shareholders now relax? Continue…

by Stuart Jackson Posted in Financial Services.

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by Roger Montgomery's Team Posted in Old Content.

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For every company that upgraded their outlook during the Confession Season, for the first half of the 2019 financial year, five companies have downgraded. For the same period a year earlier, that ratio was three-to-two. Continue…

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

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The team at Montgomery have a busy month ahead with the half-year 2019 reporting season upon us. Over the coming weeks companies will provide a flood of new information for the market to pore over. Continue…

by Roger Montgomery Posted in Investing Education.

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by Roger Montgomery's Team Posted in Old Content.

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As most Australians venture back to work throughout the month of January, it will be somewhat of a relief that global equity markets have staged a U-turn from the previous quarter and look set to post a solid positive return for the month (as at the time of writing, being 25/1/19 the MSCI World index MTD was 4.5 per cent higher). Continue…

by Scott Phillips Posted in Market commentary.

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