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Latest news and analysis on companies

Equities

REA, you’ve done it again.

For background information about this A1-quality company, I previewed REA Group’s (ASX:REA) latest results here, wrote about why I believe REA Group is one of...
REA
Roger Montgomery
Montgomery Investment Management
Investment Theme

Cruising through the icebergs

Back in October 2020, in the depths of the COVID-19 pandemic, in a blog titled “why cruise lines could be worth buying again,” we proffered an investment thesis that...
+3
Roger Montgomery
Montgomery Investment Management
Education

Dividends do not make a good company – Part 1

I once relished receiving my dividend when they were sent as cheques in the mail. I liked tearing along that perforated line and took delight in those that were...
Roger Montgomery
Montgomery Investment Management
Equities

Tuas still growing at a strong clip in Singapore

Back in June we provided an executive summary and results update for Tuas Ltd (ASX: TUA), the David Teoh-led Singapore mobile phone service provider spun out of the...
TUA
Roger Montgomery
Montgomery Investment Management
Equities

Is there now an opportunity to invest in Credit Corp following its share price decline?

With Credit Corp’s (ASX:CCP) share price down 13 per cent after releasing its full year results, wiping out all the company’s gains over the past 12 months, one might...
Roger Montgomery
Montgomery Investment Management

The latest earnings reporting season for Australian listed companies is almost past, and once again, a major theme from the latest earnings reporting season is...

David Bassanese
Betashares

ASX has confirmed their new capital raising facility, ASX BookBuild, will go live on 8 October

Simon Cheatham
Simon Cheatham
On-Market BookBuilds
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