By now, we’re all well versed on the subject of Amazon disrupting retail, Aldi disrupting supermarkets and fintechs disrupting banking (admittedly to a significantly lesser extent). However, the most significant disruption is occurring right under our noses without us really noticing. Continue…

by Roger Montgomery Posted in Market commentary.

• 13 Comments
• save this article
• 13
• POSTED IN Market commentary.

Carsales.com (ASX:CAR) has enjoyed a strong run since floating in 2009 at $3.50 per share and it’s a business we’ve held in high regard for some time. Continue…

by Tim Kelley Posted in Companies.

• save this article
• POSTED IN Companies.

In just five years, spurred on by emergency low interest rates, the Dow Jones Industrial Average has raced from around 13,000 to 22,000 points. Little wonder some market analysts are saying US stocks are now in ‘nose-bleed’ territory. And this is borne out by key valuation indicators. Continue…

by David Buckland Posted in Market commentary.

• 1 Comments
• save this article
• 1
• POSTED IN Market commentary.

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.

Roger Montgomery joined Ross Greenwood on Money News to discuss the reporting season and the current accusations against Commonwealth Bank and if they will impact its share price.

by Roger Montgomery Posted in Radio.

• LISTEN
• save this article
• POSTED IN Radio.

Conventional wisdom would suggest that, in a softening property market, any company exposed to property will suffer operationally. While that might be true for developers and builders, it might not be true for REA Group. Continue…

by Roger Montgomery Posted in Property.

• save this article
• POSTED IN Property.

In this week’s video insight Andreas discusses Resmed’s results and how the market sometimes acts irrationally to new information which can present opportunities.

Continue…

by Andreas Lundberg Posted in Editor's Pick, Video Insights.

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

Dear Friends,

When the media talks of philanthropists they tend to focus on those giving millions, forgetting that the real philanthropists are those with far less and those that often give proportionately more. Of course it’s rarely convenient to give and it’s easy to put off giving until a ‘better’ time. However, what inspired me to give to Miracles Day was the simple fact that with just $32, I could buy a 12 minute procedure that would allow a women to see her daughter for the very first time – even though her daughter was 16 years old.  The immediate and positive impact I could have appealed to me.  I’d like you to consider this cause and consider becoming a philanthropist on August 17, Miracles Day. Continue…

by Roger Montgomery Posted in Montgomery News and Updates.

• save this article
• POSTED IN Montgomery News and Updates.