We’re keeping a very close eye on electronics retailers like JB Hi-Fi (ASX:JBH). Not only are they exposed to any slowdown in the economy, but they are also exposed to changes in conditions for real estate & renovation demand (especially The Good Guys) as well as credit conditions. Continue…

by Roger Montgomery Posted in Companies.

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The media is bringing us daily reports of government reviews, proposed policies and regulations for the financial services, energy and health sectors. Depending on what gets decided, the new regulatory landscape could have big repercussions for a number of major Australian businesses. Continue…

by Joseph Kim Posted in Investing Education.

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Inevitably, many themes will emerge from this year’s reporting season and you can look out for more than a few here at the blog. Continue…

by Roger Montgomery Posted in Companies.

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by Roger Montgomery's Team Posted in Old Content.

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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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