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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by Roger Montgomery's Team Posted in Old Content.

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As traditional media users and advertising spending shift to digital platforms, it’s causing advertising budgets to shrink. This effect has been called digital deflation. And it’s causing massive headaches for traditional media, advertising  and marketing businesses worldwide. Continue…

by David Buckland Posted in Media Companies.

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Back in May, we noted that the Telstra (TLS) share price had fallen by more than 20 percent in the previous 12 months, and we asked whether good value might be on offer. At that time, we estimated the value of TLS shares to be in the region of $3.77 per share, and concluded that value was not compelling against a share price at the time of $4.42. Following its recent results announcement, TLS shares have fallen to a level close to our previous value estimate, and in a market where value generally is scarce, it makes sense to repeat the question: does TLS represent good value? Continue…

by Tim Kelley Posted in Companies, Editor's Pick, Technology & Telecommunications.

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Disney will move its Disney and Pixar branded movies from Netflix to its own streaming platform in 2019. It’s not surprising that Disney is pursuing a direct relationship with the consumers of their content, but you may be surprised to learn that Disney still desires one middle-man to remain.
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by Ben MacNevin Posted in Consumer discretionary.

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