Amcor has just announced a merger with Bemis, a US based flexibles packaging company. The new entity will be the global leader in plastics packaging with a market cap of around US$17 billion, annual revenue of US$13 billion and earnings before interest and tax (EBIT) of US$2.2 billion. But after looking at the deal, we wonder if Amcor has paid too much. Continue…

by Stuart Jackson Posted in Companies, Takeovers.

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The team at Montgomery have a busy month ahead! Reporting season is upon us for Financial Year 2018, and over the coming weeks companies will provide a flood of new information for the market to pore over. Continue…

by Ben MacNevin Posted in Companies.

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In this interview on Money News, Roger discusses the reporting season. The market has priced in a lot of growth, if company outlook statements don’t reinforce that we could see sharp negative reactions. So what do investors need to look out for?

by Roger Montgomery Posted in Radio.

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Electric and autonomous vehicles capture the imagination and the headlines. Like many earlier technologies, such as the internal combustion engine and commercial aircraft, Electric Vehicles (EVs) promise to change the course of human history. But it is easy to mistake excitement about the technology for a free ride to investing success. History shows that new technology, even technology that has changed the world, has not necessarily made for good returns.

by Roger Montgomery Posted in Technology & Telecommunications.

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I have just had a few very stimulating days at the Byron Writers Festival, and was blown away by the panel discussion on Artificial Intelligence (AI), entitled “The Role of Humans in the Technological Age”. Continue…

by David Buckland Posted in Technology & Telecommunications.

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by Roger Montgomery's Team Posted in Old Content.

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There aren’t many occasions where I have had cause to pull the car over to concentrate fully on what I hear on the radio (and with streaming apps and Bluetooth connected cars, the reality is I will probably have less reason to do so in the future). But I am so pleased I did. Continue…

by Roger Montgomery Posted in Montgomery News and Updates.

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Continuing my ongoing series of interviews with Montgomery investment staff, where I lift the lid and see what makes the people behind the process, the blog posts and the numbers tick. I catch up with our newest senior analyst – Joseph Kim who joined the domestic equities team recently. Continue…

by Scott Phillips Posted in Montgomery News and Updates.

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