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.

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Recent reporting season results tell a story of falling property prices and rising indebtedness. This is starting to hurt property speculators, lenders and builders, and could soon impact many retailers due to the negative ‘wealth effect’ on consumer sentiment. Continue…

by Roger Montgomery Posted in Companies, Property.

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In this week’s video insight Stuart takes a look at Seek’s (ASX:SEK) full year results. In the 2018 year, Seek reported 24.4 per cent revenue growth. This was a strong result driven by an acceleration in revenue growth in the Australasian, Chinese and Asian businesses.

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by Stuart Jackson Posted in Editor's Pick, Video Insights.

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by Roger Montgomery's Team Posted in Old Content.

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Something that has caught our eye recently is a prevalence of companies taking onerous lease provisions as part of their financial reporting. Continue…

by Tim Kelley Posted in Investing Education.

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Between March and July this year, the share price of Australian e-tailer, Kogan (ASX: KGN), plummeted from $9.85 to under $5.00. The share price is now rebounding on the back of an impressive profit result.  So, how should value investors view this fast-growing business? Continue…

by Roger Montgomery Posted in Companies.

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by Roger Montgomery's Team Posted in Old Content.

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Roger joined Ticky Fullerton on Sky Business to discuss emerging themes from the reporting season. Around 40 per cent of companies have reported in-line, 30 per cent below expectations and 30 per cent above. Although what’s more interesting are the emerging themes we can piece together.

by Roger Montgomery Posted in TV Appearances.

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