If you wait for the swallow to sing, spring will already be over.  In other words, waiting for the data to prove a trend has changed may be more expensive than you’d like. And while there is plenty of mounting data to suggest that property prices are heading for a big fall, there are also less obvious signals. Continue…

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

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Last month, Healthscope (ASX:HSO) announced it had experienced slower-than-expected hospital revenue growth for the quarter.  The announcement prompted a wave of selling, with the share price falling around 30%.  Does this present a buying opportunity?  Given the metrics of the private hospital industry, we think so.

by Roger Montgomery Posted in Health Care, Stocks We Like.

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The founder of Amazon, Jeff Bezos, is frequently asked, “What’s going to change in the next 10 years?” But far less frequently is he asked, “What’s not going to change in the next 10 years?” So why is this perspective important?

by Ben MacNevin Posted in Video Insights.

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by Roger Montgomery's Team Posted in Old Content.

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Payout ratios have increased, growth is low and asset prices are at record highs. Roger joined Ticky Fullerton on ABC The Business last night.

You can listen to all of the team’s television interviews through browsing our media library, view more clips here.

by Roger Montgomery Posted in TV Appearances.

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In this interview with Ross Greenwood, Roger discusses the treatment of Ardent Leisure CEO Deborah Thomas in the media, Qantas’ share price and the way to approach volatility. 

by Roger Montgomery Posted in Radio.

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The Baltic Dry Index (BDI) reflects global demand for major raw materials – like coal, iron ore and grain.  It is therefore a leading indicator of future economic activity.  So it pays to watch it closely.  Right now, the index does not fill us with confidence. Continue…

by David Buckland Posted in Market commentary.

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Blackmores (ASX:BKL), which started the year as a ‘market darling’, trading at around $220 per share, is now trading closer to $110.  Not only that, it’s also one of the most heavily shorted stocks on the ASX200.  Is BKL’s fall justified, or has the market overreacted? Continue…

by Tim Kelley Posted in Companies, Market commentary.

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