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Why this billionaire investor thinks tech stocks are still cheap
Roger Montgomery
July 2, 2018
If you’re looking for a dose of optimism, then head to the recent interview on CNBC with billionaire hedge fund pioneer, Julian Robertson. Robertson says he’s still bullish on this market, and he’s particularly keen on leading tech stocks like Facebook, Google and Microsoft. Continue…
by Roger Montgomery Posted in Companies, Global markets.
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Why are the banks refocusing on core competencies?
Stuart Jackson
June 29, 2018
In this week’s video insight Stuart discusses why the banks are selling or demerging lower return overseas operations and insurance operations.
by Stuart Jackson Posted in Financial Services, Video Insights.
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- POSTED IN Financial Services, Video Insights.
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Will Telstra’s new strategy turn its fortunes around?
Tim Kelley
June 28, 2018
Telstra (ASX:TLS) has just released its much-anticipated Telstra2022 strategy, which sets out the company’s longer-term prospects for growth. We like the new direction, and sense that TLS’s share price plunge may be coming to the end. But strategy is one thing; execution is another. The question is: can management deliver? Continue…
by Tim Kelley Posted in Companies, Editor's Pick.
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Is China winning the global technology race?
David Buckland
June 27, 2018
In round one of what appears to be a deepening trade war between China and the US, the battle is on artificial intelligence, quantum computing, 5G wireless applications and genomics. President Trump has unveiled 25 per cent tariffs on $50 billion of Chinese imports and has also asked the US Trade Representative to identify an additional $200 billion worth of Chinese goods for tariffs of 10 per cent. Continue…
by David Buckland Posted in Global markets.
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MEDIA
Money News 27.06.2018
Roger Montgomery
June 27, 2018
In this interview with Ross Greenwood on Money News, Roger discusses the enormous amount of corporate activity in Australia at the moment, why are we seeing a large amount of take-overs?
by Roger Montgomery Posted in Radio.
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