by Roger Montgomery's Team Posted in Old Content.

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One slightly unusual holding in our domestic funds is Chorus Limited (CNU), New Zealand’s largest owner of telecommunications networks. CNU has had a bumpy ride this last year, but we think the market has marked it down too far due to regulatory uncertainty.  If we are right, then the company should re-rate. Continue…

by Tim Kelley Posted in Companies, Technology & Telecommunications.

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In this video insight we run through a series of events we’ve observed surrounding the Vita Group share price over the past 6 months. For those new to Vita Group, the firm runs a network of over 100 Telstra retail stores and business centres as well as several other retail and enterprise offers.

by Scott Shuttleworth Posted in Video Insights.

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As an investor, you’ll have seen some market commentators extol the virtues of ‘technical’ analysis, or charting.  And it’s easy to believe there is some science behind the approach.  But is there really?  And is it as successful as fundamental analysis, which looks at the earnings and cash flow of a business? Continue…

by Roger Montgomery Posted in Market commentary.

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In this interview with Ross Greenwood, Roger Montgomery discusses the impact of Amazon.

by Roger Montgomery Posted in Radio.

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by Roger Montgomery's Team Posted in Old Content.

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by Roger Montgomery's Team Posted in Old Content.

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How has it come to this? The Australian Energy Market Operator has just released its 2017 Gas Statement of Opportunities. It makes sobering reading, with warnings of a looming gas or electricity shortfall in eastern Australia. The nation is demanding solutions, but how long will it take, we wonder, for political debate to turn into action? Continue…

by Ben MacNevin Posted in Energy / Resources.

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