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    Roger Montgomery's Team
    November 2, 2018

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  • Inflation, what is happening and what conclusions can we draw

    Andreas Lundberg
    November 1, 2018

    Most people are familiar with the concept of inflation. As a quick recap, it is the process whereby prices tend to increase over time. A positive, but low, level of inflation is generally seen as positive for a number of reasons and central banks tend to manage their interest rates to try to hit an inflation target of generally around 2%. Continue…

    by Andreas Lundberg Posted in Economics.
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  • MEDIA

    Are there profits from the 5G revolution?

    Roger Montgomery
    November 1, 2018

    In this article for Cuffelinks Roger discusses fifth generation (5G) technology and the offer of radically faster 5G speeds. Nearly 80 per cent of the estimated US$350 billion spend on 5G infrastructure will be on hardware and network transformation projects. 5G will produce some winners and many losers, where are the opportunities? Read here.

    by Roger Montgomery Posted in On the Internet.
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  • Discover how to value the best stocks and buy them for less than they’re worth.

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    “This is a book you simply must read.
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  • Personal care company’s shares under pressure

    Joseph Kim
    November 1, 2018

    One of the more interesting stories in the market this year has been that of BWX Limited – an Australian company that manufactures body, hair and skin-care products primarily under the Sukin brand, and one the Montgomery team has previously written about. Sukin markets itself as Australia’s Number 1 Natural Skincare brand and is sold in both pharmacy channels and Coles. Continue…

    by Joseph Kim Posted in Companies, Consumer discretionary.
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    October 31, 2018

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  • MEDIA

    MONEY NEWS 30.10.2018

    David Buckland
    October 31, 2018

    In this interview on Money News, David discusses the squeeze on medium-sized companies as consumer spending looks to have pulled back over the last quarter. With the downward trend in house prices and pressure on the banks, what will we see in the upcoming reporting round for the banks?

    by David Buckland Posted in Radio.
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