Monthly Archives: December 2013

You have heard it dozens of times. Soothsayers, market commentators and prognosticators sharing tales of impending doom.

And all sorts of charts and variables are trotted out to explain why, how or when the market will crash.

A particular favourite of ours is what we call the ‘Overlay’. In the Overlay, a chart of the 1987, 2000 or 2007/08 stock market crash is displayed and then a chart of the current market is lined up against the original to demonstrate just how closely the two periods are mimicking each other. The insinuation is that the market will soon crash just as it did all those years ago. Continue…

by Roger Montgomery Posted in Insightful Insights.

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Here’s a question for you. Can playing poker be considered investing, or is it necessarily gambling? Continue…

by Tim Kelley Posted in Insightful Insights.

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Insurance Australia Group (ASX: IAG) has offered Wesfarmers (ASX: WES) $1.845 billion to acquire its insurance division. Wesfarmers expects to record a pre-tax profit of $700 million on the transaction, but is the purchase just as lucrative for IAG? Continue…

by Ben MacNevin Posted in Companies, Insurance.

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Telstra (ASX:TLS) has done well for its shareholders over the past several years. From a low of $2.60 in March 2011, TLS shares have risen to above $5.00, providing capital growth of around 90% as well as healthy, fully franked dividends along the way. This is well above the returns delivered by the broader market during that period. Continue…

by Roger Montgomery Posted in Companies.

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Tech stocks have a reputation for seducing investors. In the last subscriber-only white paper for 2013, find out which tech stocks are Montgomery investment grade. Continue…

by Roger Montgomery Posted in Technology & Telecommunications, Whitepapers.

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It’s bad news for “Australian Made” as Holden announced that it will turn the engine off on its car manufacturing in Australia, with the last Aussie-made car to roll off its production line in 2017. Continue…

by Roger Montgomery Posted in Companies.

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In this interview with Peter Switzer, broadcast on Sky Business, Roger Montgomery takes a look at the year that has been, and what 2014 might have in store for the Australian share market. Watch here.

by Roger Montgomery Posted in TV Appearances.

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The Fukushima nuclear disaster in March 2011 has seen Japan become the world’s largest LNG buyer, with its gas demand boosted by nearly 25 per cent after shutdown of all nuclear power generating capacity. As the chart below shows, this has seen the Japanese LNG monthly average price move up to around US$16-$18 per million British thermal units (MBtu). Continue…

by David Buckland Posted in Energy / Resources.

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As 2013 draws to a close, David Buckland takes a look at yields and gives his view on CSL (CSL), Fleetwood (FWD), Westfield (WDC), Telstra (TLS), iProperty (IPP) and Onthehouse (OTH) in these highlights from Your Money Your Call, broadcast on Sky Business on 11 December 2013. Watch here.

by David Buckland Posted in TV Appearances.

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