Gain the edge

May 7, 2015

In this column published in the May issue of Money magazine, Roger explains how an investor can reap rewards by expanding their circle of competence. Read here.

by Roger Montgomery Posted in In the Press.

We mentioned in a blog the other day our view that the market would be likely see TPG Telecom Limited (ASX: TPM) return with a new bid for iiNet Limited (ASX: IIN) – and yesterday morning they did. Continue…

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

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POSTED IN Insightful Insights, Technology & Telecommunications.

The times, they are a changin’…

Roger Montgomery

May 6, 2015

If a picture tells a thousand words then the picture being painted by these graphs is a gloomy one for those fully invested or those levered into recent asset purchases. Continue…

by Roger Montgomery Posted in Economics, Insightful Insights.

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Watch out for rising bond yields

David Buckland

May 6, 2015

In the Video Insight on January 12 2015 I mentioned poor consumer confidence and low wages growth domestically, in addition to very low growth in China and deflation in Europe that would see monetary policy “stay easier for longer”. I forecast the Reserve Bank of Australia would cut the cash rate “two more times in the first six months of 2015 and this would likely put a floor under the Aussie market.” Continue…

by David Buckland Posted in Economics, Insightful Insights.

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Canary in the coal mine

Roger Montgomery

May 6, 2015

Bond rates are rising. In the US 30-year Treasury Bonds rates have risen in the last week, and just as they did in 1994 (the year of the bond market crash), they are dragging long bond rates elsewhere in the world with them. In just four days Australian ten-year Treasury Bond rates have risen from 2.23 per cent to 2.85 per cent. If ten-year bond rates continue to rise, the argument for seeking higher yields in stocks weakens.

Continue…

by Roger Montgomery Posted in Insightful Insights.

Interest rates down to a record low

Roger Montgomery

May 5, 2015

In this interview with Tony Delroy, Roger talks about record low interest rates and the reaction of the market as the Australian dollar fell and then bounced up to around 79 cents. He also talks about a few sectors that are showing value in a scarce market, including; telecommunications, health care and financial services. Listen here.

by Roger Montgomery Posted in Radio.

Record low interest rates

Roger Montgomery

May 5, 2015

In this interview with Ticky Fullerton, Roger takes a look at some early warning signals for those invested in shares as interest rates in long bonds have started to increase. Watch here.