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How good a guide is guidance?
Roger Montgomery
August 22, 2016
How often have we read or heard that a listed company has missed guidance? Ahead of the upcoming 2016 reporting season, I have been thinking about whether guidance is helpful or not and have been encouraged by recent developments. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Are there exciting opportunities in today’s market?
Roger Montgomery
August 20, 2016
Steve Johnson from Forager Funds and Stuart Jackson from Montgomery Investment Management explore the current valuations on the ASX.
by Roger Montgomery Posted in TV Appearances.
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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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