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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by Roger Montgomery's Team Posted in Old Content.

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With this weakening property market comes a decrease in auction clearance rates, credit availability and home prices. So how does REA Group (ASX:REA) benefit from this?  REA’s revenues have little to do with real estate prices and everything to do with listings volume and advertising yields (pricing and mix shift). Continue…

by Roger Montgomery Posted in Companies, Stocks We Like.

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Australian households are far and away the most indebted among English-speaking nations. To my mind, it means the next interest rate move by the Reserve Bank will be down. If I’m right, then it may be time for investors to think about increasing their exposure to businesses that benefit from a weaker Aussie dollar. Continue…

by Andreas Lundberg Posted in Editor's Pick, Market commentary.

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