Over the next few months – and possibly as soon as August – Telstra will make some important capital allocation decisions, including what to do with billions of dollars in payments from NBN Co.  Naturally, investors are eagerly awaiting the announcements.  So, what can they expect to see? Continue…

by Tim Kelley Posted in Technology & Telecommunications.

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In Andy Macken’s Whitepaper  “Who are the businesses of the future?”, he explained the online technology platforms (OTP) concept, arguing “by implementing this model in software – which results in an effective zero cost of marginal production; and online – which results in a near zero cost of global production: owners of successful online technology platforms often generate enormous economic profits stemming from a number of advantages which are both powerful and sustainable”. Continue…

by David Buckland Posted in Global markets.

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Roger Montgomery joined Ross Greenwood on Money News to discuss sectors that are going to do well and what the strong Australian dollar will do for retail.

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

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On Wednesday, APRA, announced moves to make Australian banks safer. The announcement was greeted warmly by the market. But what do the new capital requirements mean for the banks in the short to medium term? And should investors really be so sanguine about the prospects for the banks? Continue…

by Stuart Jackson Posted in Financial Services.

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In this week’s video insight Roger discusses how domestic microeconomics might impact individual sectors and some companies within them.

by Roger Montgomery Posted in Editor's Pick, Video Insights.

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With the 2018 financial year underway, it’s worth examining the forces that could determine whether the Australian stock market repeats its circa 13% return of 2017. Continue…

by Roger Montgomery Posted in Market commentary.

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The recent announcement by Volvo that starting 2019, it will only make fully electric or hybrid cars has seen the team at Montgomery doing a lot of thinking about electric cars, autonomous vehicles and the potential threats to the combustion engine powered car and what this may mean for associated industries in the areas of manufacturing, wholesale, retail, distribution and service. Continue…

by David Buckland Posted in Manufacturing.

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by Roger Montgomery's Team Posted in Old Content.

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