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?

by Roger Montgomery Posted in Radio.

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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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by Roger Montgomery's Team Posted in Old Content.

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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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