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ABC Nightlife radio featuring David Buckland
David Buckland
April 19, 2017
Australia is often described as ‘The Lucky Country’ – we have natural resources, good weather and distance from problems elsewhere in the world. Financially we were relatively untouched by the global financial crises – it might seem we are in good stead but you never know what the future holds. David Buckland joined Philip Clark on ABC Nightlife and here is a summary of some of his points: Continue…
by David Buckland Posted in Market commentary.
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The people behind the process
Scott Phillips
April 19, 2017
This month, I talk to our newest addition to the Montgomery team, Andreas Lundberg, Senior Analyst for The Montgomery Fund who recently joined us from Sweden. Continue…
by Scott Phillips Posted in Montgomery News and Updates.
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Borrowing to invest just adds to market volatility
Roger Montgomery
April 18, 2017
Before I begin, let me add a caveat. Here I am always referring to something of quality. By that I mean the asset about which I speak has an enduring characteristic and or its long run worth will be higher because it will earn more in the future than it does today thanks to inflation or an ability to reinvest profits at attractive rates of return.
Continue…by Roger Montgomery Posted in Market commentary.
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Telstra and TPG, who will win share?
Stuart Jackson
April 18, 2017
TPG has confirmed its intention to build a fourth mobile network in Australia with its successful A$1.26bn acquisition of two 10MHz spectrum licenses in the most recent Government tender. The market’s reaction has been savage, with the share price of the dominant incumbent operator Telstra, falling by almost 10 per cent since TPG’s announcement. Continue…
by Stuart Jackson Posted in Editor's Pick, Technology & Telecommunications.
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Sky Business: Switzer TV featuring David Buckland
David Buckland
April 16, 2017
David Buckland joins Peter Switzer on Switzer TV for a look at the stocks he’s watching and how the market is performing right now.
by David Buckland Posted in TV Appearances.
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Retailers are battening the hatches for a perfect storm
Roger Montgomery
April 13, 2017
In this article published in the Herald Sun, Roger talks about the impact of household debt, low interest rates and the pressure that could put on earnings for some of our biggest retailers. Read here.
by Roger Montgomery Posted in In the Press.
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