stocks

Jason Teh

The sky is not falling was the message in September 2017. Our message was that the overall market did not show excessive valuations, which generally is a precursor to stock market corrections. However, our market outlook dimmed due to recent ‘risk-on’ rally, where most of the year’s return was delivered... Show More

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Matt Felsman

I spoke with Swiss financial television station Dukascopy TV about geopolitical event uncertainty, Australian AGM season and how can investors be smarter in their stock selection. Over the last 20 years, big positions in traditional Australian blue chip stocks have been rewarding for investors. BHP Billiton Limited and Rio Tinto... Show More

Roger Montgomery

Cochlear shares took a step back this week following an underwhelming full year profit report. While the business continues to grow, the market expected more, and some scale back of FY16 expectations was required. Having looked at Cochlear recently, we think that it may be a victim of its own... Show More

Roger Montgomery

The Montgomery Fund originally purchased shares in Virtus Health when the company listed on the ASX in 2013. We have subsequently sold down our holding based on valuation grounds. The recent earnings downgrade and share price weakness in Virtus has prompted us to revisit the stock. In this video Portfolio... Show More

Roger Montgomery

SEEK Limited (ASX: SEK) this week released a trading update that contained some disappointing news. SEEK’s learning division has not performed as well as hoped in the 2H15, and SEEK now expects the 2H15 NPAT to be broadly in line with the 1H15 – some 10% short of what was... Show More