articles by Stuart Jackson
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Major banks put an end to the great ATM rip-off
Stuart Jackson
September 29, 2017
The major banks recently announced they will no longer charge fees to customers using their ATMs, even if they are accessing an account with another bank. This is a pretty big change in policy, and carries some downside risks. So, why did they do it, and what does it mean for investors? Continue…
by Stuart Jackson Posted in Financial Services.
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In the US, another big retailer bites the dust
Stuart Jackson
September 22, 2017
Amazon and changing consumer habits claimed another victim during the week with US ‘category killer’ Toys R Us filing for Chapter 11 bankruptcy protection. This brings the total number of US retailers that have filed for Chapter 11 to 24 this year, up from 18 in 2016, according to S&P Global Market Intelligence. And there’s still three months of the year to go. Continue…
by Stuart Jackson Posted in Companies, Consumer discretionary.
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IEL continues to profit from the international education boom
Stuart Jackson
September 6, 2017
The education of international students is now Australia’s third largest export – just behind iron ore and coal. One high quality business that has successfully leveraged off this growing industry is IDP Education (ASX: IEL). IDP is a global leader in international student placement services. It recently reported its FY17 results that point to a robust business with good prospects. Continue…
by Stuart Jackson Posted in Companies.
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Medibank’s results point to a healthier future
Stuart Jackson
September 1, 2017
Medibank Private (ASX: MPL) has endured a bumpy ride since listing in 2014. But recent management comments point to a company in transition, with potential growth on the horizon. Continue…
by Stuart Jackson Posted in Companies.
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FY2017 reporting season update
Stuart Jackson
August 30, 2017
In this week’s video insight Stuart discusses the reporting season, with 80 percent of the results complete, he provides some insight into what the company report cards have told us.
by Stuart Jackson Posted in Editor's Pick, Video Insights.
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Economic data paints a mixed picture of the Australian economy
Stuart Jackson
August 18, 2017
Recent data indicates that Australia could be about to enter a period of lower economic growth. While there’s been a surge in business investment and stronger conditions in the resources states, it’s unclear if this can offset weaker consumer spending and residential construction. Continue…
by Stuart Jackson Posted in Market commentary.
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- POSTED IN Market commentary.
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Rising loan delinquencies point to increasing household stress
Stuart Jackson
August 7, 2017
Australia’s largest mortgage insurer, Genworth (ASX: GMA) has just released its financial results for 1H17. The results highlight the continuing growth of loan delinquencies, particularly in WA and Queensland – another sign of household stress. Continue…
by Stuart Jackson Posted in Insurance.
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APRA brings some cheer, but banks continue to face headwinds
Stuart Jackson
July 26, 2017
On Wednesday, APRA, announced moves to make Australian banks safer. The announcement was greeted warmly by the market. But what do the new capital requirements mean for the banks in the short to medium term? And should investors really be so sanguine about the prospects for the banks? Continue…
by Stuart Jackson Posted in Financial Services.
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Watch out for stock valuations when QE ends
Stuart Jackson
July 20, 2017
Central banks could soon end their bond buying activities, thereby unwinding quantitative easing. Should this occur, real interest rates would again be driven by the normal forces of supply and demand. And this could affect stock valuations. Continue…
by Stuart Jackson Posted in Financial Services, Market commentary.
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Identifying rising stars
Stuart Jackson
July 13, 2017
At Montgomery, we focus our efforts on identifying high quality companies with bright prospects. When combined with a disciplined and patient approach on buying at a discount to fair value, we believe that in the long term, these companies provide an attractive combination of stronger returns with lower than average risk. Continue…
by Stuart Jackson Posted in Market commentary.
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