The annual performance of IPOs can shed new light on the state of the share market. So the recently released 2018 IPO Watch report from HLB Mann Judd makes very interesting reading, and provides a pointer to the year ahead. Continue…

by Roger Montgomery Posted in Companies, Investing Education.

• save this article
• POSTED IN Companies, Investing Education.

International education is big business in Australia, and one of the firms benefitting from the student boom is IDP Education (ASX:IEL). In the half year to December 2018, IDP maintained its record of producing very strong, high quality results. Continue…

by Stuart Jackson Posted in Companies, Stocks We Like.

• 2 Comments
• save this article
• 2
• POSTED IN Companies, Stocks We Like.

JB Hi-Fi (ASX:JBH) and Super Retail Group (ASX:SUL) recently released their HY19 results. They were surprisingly strong, beating market expectations that have been progressively downgraded amid slumping national retail sales and foot traffic numbers. The question for investors is: how long can they defy the retail gloom? Continue…

by Roger Montgomery Posted in Companies.

• 6 Comments
• save this article
• 6
• POSTED IN Companies.

As you would well know, we have been bearish property for more than two years, warning those who feared missing out, to be extra cautious about borrowing to buy at the peak. Continue…

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

• 12 Comments
• save this article
• 12
• POSTED IN Editor's Pick, Property.

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.

• save this article
• POSTED IN Companies.

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.

• LISTEN
• save this article
• POSTED IN Radio.

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.

• 12 Comments
• save this article
• 12
• 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.