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.

• 2 Comments
• save this article
• 2
• POSTED IN Companies.

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.

• LISTEN
• save this article
• POSTED IN Radio.

by Roger Montgomery's Team Posted in Old Content.

• Enter your password to view comments.
• save this article
• Enter your password to view comments.
• POSTED IN Old Content.

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.

• 1 Comments
• save this article
• 1
• POSTED IN Editor's Pick, Video Insights.

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.

• 2 Comments
• save this article
• 2
• POSTED IN Investing Education.

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.

• 2 Comments
• save this article
• 2
• POSTED IN Technology & Telecommunications.

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.

• save this article
• POSTED IN TV Appearances.

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.

• 9 Comments
• save this article
• 9
• POSTED IN Health Care.