SpeedCast International (ASX: SDA) is a company that doesn’t grab many headlines, but we think it’s worth watching. The company is a leading global network and satellite communications service provider, and is strongly positioned to benefit from growing data demand. Reflecting its potential, the share price has doubled over the last two years. Continue…

by Lisa Fedorenko Posted in Companies.

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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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I featured in this week’s Livewire Buy Hold Sell to discuss the telco sector being under immense pressure due to structural issues and fierce competition. Watch the 5-minute video clip below.

by Roger Montgomery Posted in TV Appearances.

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If you ever feel overwhelmed by the daily avalanche of news – real and fake – you’re not alone. Information overload can be quite a burden, and can make it hard to understand an issue and make good decisions about it. So, how might an investor cut through the noise? One strategy is to use news aggregator applications. Continue…

by Ben MacNevin Posted in Insightful Insights, Media Companies.

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by Roger Montgomery's Team Posted in Old Content.

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Are the structural challenges being faced by retailers continuing? Or are they now increasing? The challenges are now only increasing with the structural pressures from the immigration of large and well-resourced foreign discounters such as Zara, Uniqlo, Aldi, H&M and Amazon, meeting the twin cyclical pressures from an end to the construction boom and rising interest rates.
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by Roger Montgomery Posted in Companies.

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In this interview with Ross Greenwood, Roger Montgomery discusses the growth of exchange traded funds particularly index funds and the perverse impact they are having on stocks.  

by Roger Montgomery Posted in Radio.

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