Monthly Archives: April 2019
Where can investors find companies with a tailwind of growth?
Roger Montgomery
April 23, 2019
With Australian retail, housing and car sales in the doldrums, an election likely to cause business nervousness and lack of new investment, (which in turn keeps wage growth low), where can investors find opportunities? Continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Get ready for bargains in Aussie retailers
Roger Montgomery
April 18, 2019
With consumer spending on the slide, I think it’s only a matter of time before we see the earnings and valuations of many retailers take a hit. And that could throw up some compelling share price bargains for patient investors. Continue…
by Roger Montgomery Posted in Consumer discretionary, Editor's Pick.
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Reverse engineering expectations to yield an edge
David Buckland
April 18, 2019
A very successful investor I know studies the financial pages of the newspaper with a focus on stocks and sectors that are making 52-week lows. His argument is that if he can find one “diamond” every few years, it more than accounts for the disappointments. And often by a factor! Continue…
by David Buckland Posted in Companies, Investing Education.
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Australian loan growth continues to flatline
Stuart Jackson
April 17, 2019
Reporting season is coming up for our major banks, and recent data provided by the Australian Government regulators shows that it may be a bumpy ride ahead. Continue…
by Stuart Jackson Posted in Companies, Financial Services.
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Buy-backs and capital allocation – looking at Pro Medicus
Joseph Kim
April 16, 2019
In this week’s video insight Joseph discusses the recent share buy-back announcement of Pro Medicus (ASX:PME) and the impact to the company’s share metrics. Share buy-backs are often seen as a signal that the board views the current share price as undervaluing the company. Any buy-back using PME’s surplus cash may actually result in price earnings dilution given PME’s lofty 99x PE ratio.
by Joseph Kim Posted in Video Insights.
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TRADING DAY LIVE FEATURING ROGER MONTGOMERY: 11 APRIL 2019
Roger Montgomery
April 15, 2019
Roger appeared on Your Money’s Trading Day Live to discuss housing construction. With residential construction declining, and possibly even halving – how will the 3.5 per cent of Australia’s workforce employed by the area be impacted? Will we see unemployment rise?
by Roger Montgomery Posted in Editor's Pick, TV Appearances.
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