articles by Andreas Lundberg
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Codan – two announcements released today
Andreas Lundberg
May 18, 2018
Back in March, we wrote about Codan (ASX:CDA), and how I am personally enthused about their technology. Today, the company has made two announcements that the market has reacted positively to. Continue…
by Andreas Lundberg Posted in Companies, Stocks We Like.
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Why aren’t we cracking down on foreign money laundering in Aussie real estate?
Andreas Lundberg
May 17, 2018
In December, the OECD pointed to serious weaknesses in Federal Government efforts to guard against the laundering of corruptly obtained money through Australian real estate. And it made me wonder: why is the Federal Government not doing more to require those involved in real estate transactions to report their suspicions? Continue…
by Andreas Lundberg Posted in Property.
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Which businesses could lose out if migrant numbers are cut?
Andreas Lundberg
May 10, 2018
The national debate over immigration policy has been heating up for some time. Clogged roads, crowded trains and buses, and surging house prices are just some of the issues being blamed on our increased migrant intake. So, which businesses would be impacted if the government tightens the tap? Continue…
by Andreas Lundberg Posted in Market commentary.
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What a weaker Aussie dollar means for your investments
Andreas Lundberg
April 27, 2018
Back in January, we saw a steep increase in the value of the Australian dollar vs. the US dollar. However, since then, the Australian dollar has declined against the major currencies. If this trend continues, it could pay to be overweight businesses that benefit from a weaker Australian dollar.
Continue…by Andreas Lundberg Posted in Foreign Currency.
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Could the housing market be hit by tighter lending standards?
Andreas Lundberg
April 18, 2018
The Royal Commission into the Australian financial sector seems to be taking a dim view of the way lenders assess the expenditure of loan applicants. It’s possible it will recommend that banks check the actual level of spending of each applicant. This could have big ramifications. Continue…
by Andreas Lundberg Posted in Editor's Pick, Financial Services.
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Have we reached peak stupid on electricity?
Andreas Lundberg
April 10, 2018
Sometimes you have to ask yourself this question when you read ideas put forward by politicians. Take the recent proposal from a group calling themselves the Monash Forum. They want the government to fund, build and operate a new coal fired power station to address rising power prices and the outages that east coast Australia experienced in the summer of 2016/17. There are many reasons why I think this is a BAD idea. Continue…
by Andreas Lundberg Posted in Energy / Resources.
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Are rising mortgage arrears a sign of trouble up ahead?
Andreas Lundberg
March 27, 2018
A new report confirms that mortgages in arrears are rising sharply. Is this just a blip, or a worrying sign that more and more Australian borrowers are struggling to meet their commitments? Continue…
by Andreas Lundberg Posted in Editor's Pick, Financial Services.
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Why Codan satisfies my inner geek – and meets my search for quality
Andreas Lundberg
March 16, 2018
In Adelaide, well away from Australia’s better known tech centres, is a small, innovative company called Codan (ASX:CDA) that many argue is leading the world in the technology it creates. Once you read about the company, we wonder whether you agree. Continue…
by Andreas Lundberg Posted in Companies, Stocks We Like.
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How we use discount rates to value business opportunities
Andreas Lundberg
March 2, 2018
All of a sudden, the discounted cash flow (DCF) method is in the news. If you’re not a financial analyst, DCF probably doesn’t mean much to you. But recent comments by Australia’s Grattan Institute prompted me to explain how we go about valuing companies at Montgomery. Continue…
by Andreas Lundberg Posted in Investing Education.
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Should Australia cut the corporate tax rate?
Andreas Lundberg
February 19, 2018
Right now, there’s a debate raging about the need to cut corporate tax rates in Australia. As usual, some of the arguments are overly simplified, if not misleading. The questions are: would a tax cut deliver the benefits spruiked by the government, and who would benefit the most? Let’s take a look. Continue…
by Andreas Lundberg Posted in Market commentary.
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