Editor’s Pick
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After raising capital, is Flight Centre now a good investment?
Joseph Kim
April 27, 2020
When governments around the world shut down travel in order to contain the spread of COVID-19, Flight Centre Travel Group (ASX:FLT) suddenly found itself on its knees. Its share price plummeted, from $40 to around $9. Now, post a capital raising, the business can breathe easy for a while. But is it a good investment? continue…
by Joseph Kim Posted in Companies, Editor's Pick.
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Beware when the market and the economy are out of sync
Roger Montgomery
April 16, 2020
Following its one-month 36 per cent decline from peak (20 February 2020) to its low (23 March 2020), the ASX200 has bounced 20 per cent. That’s a return most investors would be happy with over a year. The question is whether such optimism is warranted. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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MEDIA
Australia records biggest government bond sale in history, and you can get in on it too
Roger Montgomery
April 16, 2020
On Wednesday morning the Government sold a record of $13 billion worth of government bonds. Did you know that for as little as $100, you can invest in, well, the Commonwealth Government, as it seeks to sandbag the economy from the economic storm. Roger joined David Taylor on the ABC to discuss how buying government bonds works. Listen here.
by Roger Montgomery Posted in Editor's Pick, Radio.
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Are we there yet?
Roger Montgomery
April 7, 2020
That’s the question on many investors’ minds these days. And it’s certainly one that our team is starting to ponder as the prices of many high quality businesses become more reasonable. However, before we start investing significant amounts of our clients’ capital, there are four things we want to see. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Is NSR cheap at its current price?
Roger Montgomery
April 6, 2020
COVID-19 has thrown the investing rule book out the window for now. Having patiently held cash for two years amid an unwillingness to participate in the unbridled enthusiasm that saw shares trade at record multiples despite declining prospects, we are now finding once-in-a-decade opportunities. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Where to next?
Roger Montgomery
April 3, 2020
To describe recent market volatility as high is to understate the facts. Since the peak on February 19, the US market has registered the most rapid sell-off ever, its biggest three-day gain since the 1930s, the biggest one-day percentage gain since 1933 and the second ever largest one-day fall. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Is it time to get back in?
Roger Montgomery
April 2, 2020
With so many companies now trading at cut-price valuations, many of our readers are asking whether it’s time to start buying again. Over the past six weeks many companies are down. And some of them are very high quality indeed. A new reality exists, and one with the same opportunities as 1987. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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MEDIA
Money News 20.03.2020
Roger Montgomery
March 24, 2020
Roger joined Brooke Corte on Money News to share an update on the coronavirus and how markets are holding up throughout this pandemic. At some stage we know that people will travel again, the health issues will end and potentially a vaccine will be developed. And when it does, all of the companies that are being sold off will bounce back. The real question today is how much lower will they go?
by Roger Montgomery Posted in Editor's Pick, Radio.
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How should you think about cash?
Tim Kelley
March 23, 2020
One of the biggest questions facing equity investors today is when and how to deploy surplus cash that they may have available. This is a question we have studied extensively in recent weeks, and while we can offer no definitive answers, some tentative conclusions may help to inform this decision. With that in mind, we set out here a summary of key points coming out of our analysis of the COVID-19 pandemic to date, and some thoughts on what might lie ahead. continue…
by Tim Kelley Posted in Editor's Pick, Market commentary.
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Why we continue to like Codan
Andreas Lundberg
March 5, 2020
Codan Limited (ASX: CDA) is one of Australia’s unheralded tech stories. Today, it sells its metal detectors, communications and tracking equipment in more than 150 countries to prospectors, the military, mining companies and governments. With a solid balance sheet and a bright future, there’s a lot to like. continue…
by Andreas Lundberg Posted in Companies, Editor's Pick, Stocks We Like.
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