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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As we’ve regularly noted in our blogs, we believe the residential property market, particularly in the major cities, is overheated and due for a correction.  And it’s not just rising debt levels that have us concerned. Continue…

by Roger Montgomery Posted in Editor's Pick, Property.

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Following our earlier comments on the Isentia (ASX:ISD) result, we have now met with management, of Isentia as well as major competitor, Meltwater, and formed a view on our holding.  Our view may change as new information comes to hand over time, but for the time being we have settled a position, and can outline our decision and rationale. Continue…

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

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An article by Duncan Hughes in today’s Australian Financial Review entitled “Off the plan apartments prone to 30 per cent falls” discusses the need for buyer caution. Continue…

by David Buckland Posted in Property.

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