These days, it’s hard to go far without being distracted by outdoor advertising. Displays are everywhere: from roadsides to shopping malls to bus stops. We believe the industry is poised to enjoy continued revenue growth. And this should benefit businesses like oOh!media and APN Outdoor – which have tabled a $1.6 billion merger – and QMS Media. Continue…

by Stuart Jackson Posted in Companies.

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by Roger Montgomery Posted in TV Appearances.

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by Roger Montgomery's Team Posted in Old Content.

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The much derided prediction of a sell-off in Australian property prices has finally started.  Prices in some cities are starting to fall.  Rental yields are becoming unsustainably low.  And many property buyers are now at the point of ‘no return’ (yes, the pun is intended). Continue…

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

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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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