Before Brexit, Henderson Group PLC (ASX: HGG) was a core holding for many Australian investors seeking international exposure. Since then, its share price has plunged about 20 per cent. HGG has just reported its 1H16 result, and we still like the business, but there are some provisos.  Continue…

by Scott Shuttleworth Posted in Financial Services, Stocks We Like.

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by Roger Montgomery's Team Posted in Old Content.

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In this interview with Peter Switzer, Roger Montgomery joins Switzer TV to discuss the current reporting season and expectations for this year.

by Roger Montgomery Posted in TV Appearances.

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In this interview with Ticky Fullerton, Roger speaks to Ticky about the Reserve Bank’s move to a new historic low for interest rates which seems to have left no one happy.

by Roger Montgomery Posted in TV Appearances.

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Name the Company which has been Australia’s number one player in its field for ten consecutive years, has recorded $2.54 billion of “Significant Losses” in the past four financial years and will likely see its Earnings Before Interest and Tax (EBIT) (excluding Significant Items) decline by 45 per cent over the five years to June 2017?  Continue…

by David Buckland Posted in Editor's Pick, Media Companies, Technology & Telecommunications.

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In this interview with Ross Greenwood, Roger discusses the RBA rate cut, the wealth effect and the reporting season. 

by Roger Montgomery Posted in Radio.

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The ACCC has launched its investigation into Vocus Communications’ acquisition of Nextgen Group, calling for industry submissions into how the deal could impact competition in the sector. In this video, Scott Shuttleworth outlines Montgomery’s thinking on Vocus.

by Scott Shuttleworth Posted in Technology & Telecommunications, Video Insights.

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In this interview with Ross Greenwood, Roger discusses markets and valuations as we head into another reporting season. 

by Roger Montgomery Posted in Radio.

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