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.

by Roger Montgomery Posted in Market commentary.

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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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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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by Roger Montgomery's Team Posted in Old Content.

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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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by Roger Montgomery Posted in Radio.

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In this article published by the ASX, Roger discusses how to assess Initial Public Offerings, and maximise returns. Read here.

by Roger Montgomery Posted in On the Internet.

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As if there’s not enough to worry about these days.  Now, a report by PwC estimates that automation will put at risk a large percentage of jobs in developed countries within 20 years.  Sure, new job opportunities will emerge.  But, in all likelihood, we will see increased income inequality and less job security. Continue…

by David Buckland Posted in Market commentary.

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