Monthly Archives: August 2020
Why it might be time to rebalance your portfolio
Roger Montgomery
August 14, 2020
Government stimulus measures and lockdowns have led to behavioural changes that have benefited some businesses while hampering others. But, as these stimulus measures taper, and restrictions ease, we’re likely to see a lot of spending habits return to ‘normal’. And that could have a big impact on many businesses, and their share prices. Continue…
by Roger Montgomery Posted in Market commentary.
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Coronavirus economic downturn will see dividends slashed for hundreds of thousands of Australians
Roger Montgomery
August 14, 2020
David Taylor published an article in ABC News discussing how thousands of Australian households are facing another reduction on their incomes – those who rely on dividend payments. If you owned 1,000 CBA shares your payment would fall from $2,000 to $980. Read here.
by Roger Montgomery Posted in On the Internet.
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Australian investors will have their income slashed this month, and that could hurt everyone
Roger Montgomery
August 14, 2020
Roger joined David Taylor and Linda Mottram on PM, ABC radio to discuss how companies slashing their dividends will impact retirees. Despite the Commonwealth Bank’s $9.6 billion profit, the bank has reduced its dividend and this comes along side a number of other companies. With retirees being forced to migrate out of term deposits and into higher risk asset classes for their income, how will they be able to sustain their retirement? Listen here.
by Roger Montgomery Posted in Editor's Pick, Radio.
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Why investing has little to do with predicting share prices
Roger Montgomery
August 13, 2020
How do you know when a business is worth more than its current price? In this article, Roger Montgomery deep-dives on finding high-quality shares in any market climate. Read here.
by Roger Montgomery Posted in On the Internet.
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The great digital acceleration
David Buckland
August 13, 2020
Despite the incredibly strong market recovery since the COVID-19 lows recorded in late-March, price moves have been far from uniform. Areas that have been hardest hit from various shutdowns include resorts and cruise lines, airlines, energy stocks and financials. At the other extreme, companies deemed to be clear beneficiaries from the work from home theme have enjoyed excellent share price moves. Continue…
by David Buckland Posted in Companies, Technology & Telecommunications.
REA Group shows its resilience in tough times
Joseph Kim
August 12, 2020
Property advertising platform, REA Group (ASX:REA), was one of the first businesses to announce its results this reporting season. Given the COVID-related restrictions on real estate transactions, it was a strong performance. And, pleasingly for investors, the company will be paying a dividend. Continue…
by Joseph Kim Posted in Companies, Property, Stocks We Like.
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