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Money News 12.02.2019
Roger Montgomery
February 13, 2019
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?
by Roger Montgomery Posted in Radio.
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Furniture turning down? Ask Nick Scali
Roger Montgomery
February 13, 2019
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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What the market is missing with JB Hi-Fi
Roger Montgomery
February 12, 2019
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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Despite the recent rally in Service Stream, is it still cheap?
David Buckland
February 12, 2019
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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Our view on Challenger
Andreas Lundberg
February 11, 2019
At the end of January, the market took a sledgehammer to the share price of Challenger (ASX:CGF) following a trading update. Clearly, many investors did not like what they saw. But was the update really that bad? Continue…
by Andreas Lundberg Posted in Companies, Stocks We Like.
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