by Roger Montgomery's Team Posted in Old Content.

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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.

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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.

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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.

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by Roger Montgomery's Team Posted in Old Content.

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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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