Check out my latest article for the Australian on Market volatility and the unbottling of ‘turning points’ READ HERE
-
-
Three global stocks and why we like them
Roger Montgomery
August 31, 2018
Recent press has been dominated with reporting season and that reality TV show known as Federal Parliament. For serious domestic investors, the press has probably not been an ideal source of information on investment opportunities elsewhere. So, to bring you up to speed with what we like elsewhere in the world Continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Technology & Telecommunications.
-
-
If you are going to forecast, forecast often
Roger Montgomery
August 30, 2018
My very good friend Graham Hand at Cuffelinks recently published a chart by Jon Boorman from Broadsword Capital (a US-based hedge fund) who “has been tracking the comments made by famous bears…” Continue…
by Roger Montgomery Posted in Market commentary.
- 6 Comments
- save this article
- 6
- POSTED IN Market commentary.
-
Discover how to value the best stocks and buy them for less than they’re worth.
NOW FOR JUST $49.95
buy nowSUBSCRIBERS RECEIVE 20% OFF WHEN THEY SIGN UP
“This is a book you simply must read.
The very best investors in the world are “value” investors.” -
An Online bellweather thanks to TradeMe
Roger Montgomery
August 30, 2018
Recently, New Zealand-based TradeMe (ASX:TME) reported its FY18 results. Think of this business as a combination of Ebay, Seek, Realestate.com.au and Carsales.com.au. Continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
- save this article
- POSTED IN Companies, Stocks We Like.
-
MEDIA
MONEY NEWS 28.08.2018
Roger Montgomery
August 29, 2018
In this interview on Money News, Roger discusses with Ross Greenwood CommSec’s statement that 93 per cent of companies who have reported to date, have reported a profit, which is good news for government tax collection. However, the news isn’t all rosy with land sales and renovations slowing. Despite consumer confidence, why are our department stores going backwards?
by Roger Montgomery Posted in Radio.
- LISTEN
- save this article
- POSTED IN Radio.
-
-
What can Origin’s earnings result tell us about the importance of cash-flow conversion?
Joseph Kim
August 29, 2018
One area of investing that is often overlooked or underappreciated by the market is a company’s ability to generate cash-flow rather than earnings in a Profit and Loss statement. This fact may seem obvious to small business owners, but it is cash-flow that is the lifeblood of a business that allows a company to make profit, reinvest into the business and provide a return to the owners and shareholders. Continue…
by Joseph Kim Posted in Companies.
- 1 Comments
- save this article
- 1
- POSTED IN Companies.