Check out my latest appearance on ausbiz, where we discussed the current market conditions WATCH NOW
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Speeding through Speedcast
Lisa Fedorenko
September 21, 2017
Earlier this year we wrote about why we liked SpeedCast (ASX: SDA). Since May, we’ve seen another acquisition and the financial results – and a lot of volatility. Let’s look at these things one at a time. Continue…
by Lisa Fedorenko Posted in Companies.
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MEDIA
Money News: 19.09.2017
Roger Montgomery
September 20, 2017
In this interview with Steve, Roger Montgomery discusses retail outlets and how they haven’t been able to compete with the change in consumer behaviour resulting in many retail stores closing down and filing for Chapter 11 bankruptcy including the most recent Toys R Us in the US.
by Roger Montgomery Posted in Radio.
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Should we be cautious about the market?
Roger Montgomery
September 19, 2017
In this week’s video insight Roger discusses the current market, both global and domestic and notes that current conditions do require a degree of caution.
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Exchange Traded Managed Funds, tell me more
Scott Phillips
September 19, 2017
Customer experience is vital in today’s competitive environment for the delivery of products and services. Just look at how Amazon has revolutionised the way products are bought, paid for and delivered to its loyal customers. Continue…
by Scott Phillips Posted in Investing Education.
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New phone plans make it easier to cut the broadband cord
Scott Shuttleworth
September 18, 2017
How feasible is it to give up paying for broadband and rely solely on mobile internet? It’s a question many consumers who have moved onto the NBN must be pondering as they struggle with multiple issues, many hours on the phone and long wait times for repair requests to be processed.
Continue…by Scott Shuttleworth Posted in Technology & Telecommunications.
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MEDIA
Sky Business with Ticky Fullerton featuring Roger Montgomery: 13 August 2017
Roger Montgomery
September 18, 2017
Roger joined Ticky Fullerton on Sky Business to discuss how Myer has struggled to overcome weak consumer spending arguing that it doesn’t offer consumers a unique selling proposition.
by Roger Montgomery Posted in TV Appearances.
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Hospital check-up
Lisa Fedorenko
September 15, 2017
The private hospital diagnosis this results season was as unpleasant as this year’s flu season. Since result day, Healthscope (ASX: HSO) has plummeted 25 per cent down to $1.68 and Ramsay Health Care (ASX: RHC) 19 per cent to $63.84. Roger Montgomery previously discussed some of the risks we had identified into the results in this June blog. Into the results we felt that both hospital operators were trading at stretched valuations and as a result reduced our positions. Following the share-price correction, we remain comfortable with our remaining holdings. Continue…
by Lisa Fedorenko Posted in Health Care.
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