On 15 August, Wesfarmers (ASX:WES) reported their full year earnings result. The result came in slightly higher than consensus, primarily as a result of a stronger performance from the discount department store businesses. Continue…

by Roger Montgomery Posted in Companies.

• save this article
• POSTED IN Companies.

English language testing and international student placement company IDP Education released another strong set of result for the 12 months to June 2018. Net profit after tax increased 24 per cent while earnings before interest, tax, depreciation and amortisation (EBITDA) increased by 30 per cent relative to the prior year. Continue…

by Stuart Jackson Posted in Companies, Stocks We Like.

• save this article
• POSTED IN Companies, Stocks We Like.

by Roger Montgomery's Team Posted in Old Content.

• Enter your password to view comments.
• save this article
• Enter your password to view comments.
• POSTED IN Old Content.

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.

• 2 Comments
• save this article
• 2
• POSTED IN Editor's Pick, Global markets, Technology & Telecommunications.

by Roger Montgomery's Team Posted in Old Content.

• Enter your password to view comments.
• save this article
• Enter your password to view comments.
• POSTED IN Old Content.

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.

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.

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.