On the back of the recent announcement that Jack Ma will be stepping down as Chairman of Alibaba Group Holding (BABA US) in September 2019, the company has just completed a three-day investor conference. Continue…

by David Buckland Posted in Companies, Stocks We Like.

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What makes a share price expensive? With insane valuations now commonplace, UK-listed global asset manager, Schroders, recently addressed this very question, contrasting the fortunes of two of Australia’s biggest companies – CSL (ASX:CSL) and Rio Tinto (ASX:RIO). What they found makes essential reading. Continue…

by Roger Montgomery Posted in Companies.

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In this radio program with Philip Clark, Roger makes comparisons on major companies including CLS and Rio and Tesla and BMW. What can be seen when these comparisons are made? Listen here.

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

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by Roger Montgomery's Team Posted in Old Content.

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The very well-respected bank team at UBS published a very interesting piece of research today that we believe is well worth taking a look at. The team performs an annual survey of Australians who have taken out a mortgage during the previous 12 months. The survey covers 1008 individuals and is spread both geographically and in loan size, so the findings are statistically significant for the overall population. They have published quite a few different reports looking at the data from different angles, but today’s version is very interesting for the insights it gives into the financial literacy of Australians. Continue…

by Andreas Lundberg Posted in Editor's Pick, Financial Services, Property.

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In this interview on Money News, Roger discusses the aged care sector. With the announcement of the Royal Commission what is the long-term outlook for these companies?

by Roger Montgomery Posted in Radio.

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by Roger Montgomery's Team Posted in Old Content.

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by Roger Montgomery's Team Posted in Old Content.

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