David Tepper, the billionaire hedge fund manager and founder and president of Appaloosa Management, doesn’t share the bearish views of his hedge fund peers such as Gundlach, Dalio and Howard Marks.  In fact, he is quite certain that this market has further to run. Continue…

by Roger Montgomery Posted in Market commentary.

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There has been enormous excitement surrounding the FAANG stocks this year, with an average share price appreciation of 36 percent. Continue…

by David Buckland Posted in Companies.

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In this radio program with Philip Clark, Roger discusses the current market and the red flags that are popping up at the moment. Including assets selling for record prices that produce no income. Roger also discusses the pros and cons of investing globally. Listen to the clip here.

by Roger Montgomery Posted in Editor's Pick, Radio.

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Medibank Private (ASX: MPL) has endured a bumpy ride since listing in 2014. But recent management comments point to a company in transition, with potential growth on the horizon. Continue…

by Stuart Jackson Posted in Companies.

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In this interview with Ross Greenwood, Roger Montgomery discusses some of the most widely held stocks in Australia including Telstra, Qantas and the Commonwealth Bank.

by Roger Montgomery Posted in Radio.

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by Roger Montgomery's Team Posted in Old Content.

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In this week’s video insight Stuart discusses the reporting season, with 80 percent of the results complete, he provides some insight into what the company report cards have told us.

by Stuart Jackson Posted in Editor's Pick, Video Insights.

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We reviewed the FY17 result for CSL Limited (ASX: CSL). Below are our summarised notes which readers may find useful, including our view on CSL. Continue…

by Scott Shuttleworth Posted in Companies.

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