Editor’s Pick
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It’s time to speak out against China’s authoritarian policies
Roger Montgomery
November 20, 2019
Sorry to let ethics creep into my blog, but sometimes you just have to make a statement. You see, right now, China is carrying out highly repressive policies reminiscent of George Orwell’s Nineteen Eighty-Four. Given China’s global ambitions, these are scary times not just for Chinese people, but for all people who value freedom and democracy. continue…
by Roger Montgomery Posted in Editor's Pick, Insightful Insights.
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Lots of good reasons for house prices to keep on rising
Roger Montgomery
November 18, 2019
Well, what do you know – national house and apartment prices are on a tear again. Although the national median house price is not back to where it was around two years ago, there’s every chance it soon will be. And that’s good news for Australia’s property investors. continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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Should you be keeping an eye on Bingo Industries?
Roger Montgomery
November 14, 2019
In this week’s video insight Roger takes a look at Bingo Industries. We’ve been eagerly anticipating a downgrade for this company given the outlook for the construction industry although at their recent AGM they forecast an approximate 50 per cent increase in EBITDA over the next financial year. So what’s their outlook?
by Roger Montgomery Posted in Companies, Editor's Pick, Video Insights.
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Banking on lower Growth
Stuart Jackson
November 12, 2019
As highlighted in the recent results announcements from Australia and New Zealand Banking Group (ASX:ANZ), Westpac (ASX:WBC) and National Australia Bank (ASX:NAB), the earnings and profits of our major banks are on the slide. It’s further justification for the investment strategy of The Montgomery Fund and The Montgomery [Private] Fund to have an 85 per cent active underweight position in the major banks. continue…
by Stuart Jackson Posted in Companies, Editor's Pick, Financial Services.
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Our latest channel checks suggest a housing construction bounce
Roger Montgomery
November 8, 2019
What a difference a week makes. Only days ago we were prosecuting the argument that residential construction activity would continue to worsen. This was based on significant falls in land sales and building approvals, with building approvals being a leading indicator for construction activity, and land sales being a leading indicator for building approvals. continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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The 18 weeks to 4 November 2019 – and Hobson’s Choice
David Buckland
November 6, 2019
In this week’s video insight David takes a look at the performance of markets since 30 June. The larger markets, including the US S&P 500 and the Nasdaq, the Japanese Nikkei 225, the German Dax 30 and the French CAC 40, are all up by an average of well over 5 per cent since 30 June 2019. Other markets, like the Australian All Ordinaries, the UK FTSE 100, the Shanghai Composite and the Hang Seng, are all lagging, by comparison.
by David Buckland Posted in Editor's Pick, Video Insights.
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Stand clear as the Unicorn bubble unwinds
Roger Montgomery
November 6, 2019
Growth investors are having a field day criticising the poor performance of value investing. Their views have been bolstered by the booming price of some growth stocks – notably, profitless Unicorns – and research by two accounting professors, found that not only had value investing failed for investors in recent years but that it had never worked. continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education, Market commentary.
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MEDIA
Money News 29.10.2019
Roger Montgomery
October 30, 2019
Roger Montgomery joined Ross Greenwood on Money News to take a closer look at the six Aussie floats that have failed in the past two weeks. They’ve all been valued at more than 150 million, so what has caused their failure?
by Roger Montgomery Posted in Editor's Pick, Radio.
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Three companies exposed to the housing slump
Roger Montgomery
October 28, 2019
Between 2012 and 2016, mortgage lending standards were relaxed fuelling a domestic property investing boom. Together with a surge in offshore buying interest, a property and construction boom led to oversupply and frequent warnings from your author. The oversupply is now hitting the property market at the same time that bank lending standards have been tightened, property prices are falling, quality has been found wanting and building approvals have plunged. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Property.
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You were warned – beware of those profitless Unicorns
Roger Montgomery
October 24, 2019
As regular readers know, we’re not great fans of profitless ‘Unicorns’ – the name given to startups valued at over $1 billion – like Tesla, Slack, Uber, Peloton, Lyft and WeWork. For a long time we’ve been hyper-critical of these companies in our blogs, The Australian, Professional Planner and Money Magazine. And, as that latest from WeWork reveals, boy have our concerns been justified! continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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