Telstra’s (ASX:TLS) plunging share price is becoming more interesting. While many investors still dismiss the business, it’s worth considering if all the bad news is already baked in. Is there a chance that Telstra’s cost-cutting and scale could deliver higher margins for shareholders? Continue…

by Roger Montgomery Posted in Companies, Editor's Pick, Technology & Telecommunications.

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by Roger Montgomery's Team Posted in Old Content.

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Since peaking in March 2015, the share prices of our major banks have been plummeting. I fear there is more bad news ahead with the markets beginning to catch up with factors that will limit the banks’ ability to grow their mortgage books as quickly as they have in recent years. Continue…

by Roger Montgomery Posted in Financial Services.

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Roger joined Ticky Fullerton on Sky Business to discuss Telstra. With the investor day shortly approaching will the dividend be cut even further?

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by Roger Montgomery Posted in Editor's Pick, TV Appearances.

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Forget the Royal Commission. An even greater threat to Aussie banks lies just over the horizon in the form of new high-tech competitors that can price financial products at levels that our banks find impossible to match. Continue…

by Stuart Jackson Posted in Financial Services.

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In this radio program with Philip Clark, Roger discusses Telstra. Back in 2015 the share price hit around $6.60 due to an enormous surge in the chase for yield. With the share price now around $2.70, do we see value in Telstra? Listen here.  Continue…

by Roger Montgomery Posted in Companies.

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In this interview with Ross Greenwood on Money News, Roger discusses the meeting between North Korea’s Kim Jong-un and Donald Trump. In understanding where we are in the credit cycle, regardless of global politics, they discuss the future profits of the Australian banks.

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by Roger Montgomery Posted in Radio.

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