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Why airlines don’t make for a good investment
Earlier in the week, I spoke to Elena Torrijos of Yahoo Finance Singapore, about why airlines don’t make good investments, and you can read Elena’s article on Yahoo here.
Is LNG the next disappointment?
In the past decade, Australia has attracted considerable global investment in Liquefied Natural Gas (LNG). Yet the Wall Street Journal has reported that many of these projects have run considerably over-budget, lowering the incentive for further investment in the region. Continue reading
Earnings expectations under pressure
According to Deutsche Bank Research, earnings expectations for the Australian listed market have been cut in recent months. Forecast earnings growth for the year to June 2015 has come down to 6-7 per cent, slightly below expectations for the year to June 2014.
Deal or no deal?
We’re just putting the finishing touches on this year’s letters to our investors in both The Montgomery [Private] Fund and The Montgomery Fund. No, we aren’t about to publish the contents of those letters here. You’ll need to become an investor to see that. What we can say is that there is ample evidence to suggest the markets could keep going higher from here. It’s true that many signals suggest that long-term investors buying at today’s levels might be setting themselves up for low returns, but that doesn’t not mean prices can’t go even higher (and consequently produce even lower returns for longer-term investors). Continue reading
A quick review of bank loans
As we approach earnings season, it can be helpful to remind ourselves of some of the basic differences between the major players in some of our key industries. The Big Four banks (ASX: CBA, ASX: WBC, ASX: ANZ, ASX: NAB) dominate our banking industry and roughly two-thirds to three-quarters of their income stems from net interest on loans. Continue reading