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Your Money Your Call
Roger Montgomery
August 19, 2016
In these highlights from Your Money Your Call, Roger Montgomery speaks with Mark Todd from the NAB.
by Roger Montgomery Posted in TV Appearances.
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Switzer TV
Roger Montgomery
August 19, 2016
In this interview with Peter Switzer, Roger Montgomery joins Switzer TV to discuss the current reporting season and expectations for this year. Continue…
by Roger Montgomery Posted in Market commentary.
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Are the retailers cashing in or out?
Roger Montgomery
August 18, 2016
From the corner bakery and coffee shop to big box retailers, there are almost 140,000 retail businesses in Australia. Collectively, they account for more than 4 per cent of GDP and just over 10 per cent of employment.
by Roger Montgomery Posted in Consumer discretionary.
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How good a guide is guidance?
Roger Montgomery
August 18, 2016
In this article for Cuffelinks, Roger discusses whether reporting season guidance is helpful or not. Read here.
by Roger Montgomery Posted in On the Internet.
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Buy Hold Sell – Where’s the value?
Roger Montgomery
August 18, 2016
Growth is in vogue but its not cheap and not that easy to find. In this episode of Buy Hold Sell Stuart Jackson and Steve Johnson go hunting for stocks offering growth at a reasonable price.
by Roger Montgomery Posted in TV Appearances.
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With Italian banks in trouble, which route will Merkel take?
David Buckland
August 18, 2016
With Italian banks carrying non-performing loans estimated at US$400 billion, we wonder whether Germany will offer them financial assistance to prevent the unravelling of the EU. Or could the troubled banking sector make Italy the next European domino to fall? Continue…
by David Buckland Posted in Financial Services.
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Why you should stick with quality businesses
Tim Kelley
August 17, 2016
So far, 2016 hasn’t been an easy time for quality-oriented investors. If you look at returns across the ASX, low quality companies, like many in the Materials and Energy sectors, have provided stellar returns, while high quality companies have delivered comparatively boring returns. Despite this, we don’t believe it’s time to abandon quality businesses. Continue…
by Tim Kelley Posted in Editor's Pick, Market commentary.
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