Editor’s Pick
-
Why is consumer sentiment falling despite rate cuts?
Andreas Lundberg
October 22, 2019
In this week’s video insight Andreas takes a look at Westpac’s consumer sentiment data that was recently published. Normally, you would expect rate cuts flowing through to reduced mortgage costs to make people feel better about their economic situation although that doesn’t seem to be the case.
by Andreas Lundberg Posted in Editor's Pick, Video Insights.
- watch video
- save this article
- POSTED IN Editor's Pick, Video Insights
-
Low interest rates – another headwind for the banks
Stuart Jackson
October 15, 2019
In this week’s video insight Stuart identifies the impact low interest rates have on the banks. On the back of three successive 25 basis point cuts to the RBA’s official overnight rate, the major banks have reduced their standard variable mortgage rates by a cumulative 55 to 59 basis points over the same period. The problem is that as the RBA reduces the official rate, more and more of the banks transaction deposit base is paying zero or negligible rates of interest. continue…
by Stuart Jackson Posted in Editor's Pick, Video Insights.
- watch video
- save this article
- POSTED IN Editor's Pick, Video Insights
-
How to prevent a recession we don’t have to have
Roger Montgomery
October 8, 2019
Back in November 1990, with the Australian economy deep in the doldrums, Treasurer Paul Keating uttered his now famous remark that this was “a recession that Australia had to have”. It was, remarkably, Australia’s last recession. Today, with our economy again looking into the abyss, I believe there is a simple measure the government could take to prevent the next one. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
-
Why EML is a core holding in our Small Companies Fund
Dominic Rose
October 4, 2019
We recently launched the Montgomery Small Companies Fund. This new fund has invested in some truly dynamic businesses that we believe will deliver superior returns over the coming years. One of those is EML Payments (ASX: EML). continue…
by Dominic Rose Posted in Companies, Editor's Pick, Stocks We Like.
- 2 Comments
- save this article
- POSTED IN Companies, Editor's Pick, Stocks We Like
-
Minetec could be a game-changer for Codan
Andreas Lundberg
September 30, 2019
Codan (ASX: CDA) is a manufacturer and supplier of communications, metal detection, and mining technology. One of its businesses is called Minetec. It’s a location tracking system that promises to add value to underground mining operations around the world, and has already been adopted by the likes of Newmont and BHP. continue…
by Andreas Lundberg Posted in Companies, Editor's Pick, Stocks We Like.
- save this article
- POSTED IN Companies, Editor's Pick, Stocks We Like
-
Why negative yielding bonds are more than troubling
Roger Montgomery
September 25, 2019
In this week’s video insight Roger discusses negative yielding bonds. Normally you would expect that negative yielding bonds would be a temporary situation but this situation has lasted longer than anyone has anticipated. Is it a sign of a recession? And what does it actually mean when you buy a bond with a negative yield?
by Roger Montgomery Posted in Editor's Pick, Video Insights.
- watch video
- save this article
- POSTED IN Editor's Pick, Video Insights
-
How soon till we see the collapse of profitless prosperity?
Roger Montgomery
September 23, 2019
Is it just me? Or have investors in loss-making US technology companies, like Uber, gone completely insane? As a value investor, I see no good reason to fork out good money for businesses that have never made a profit, and possibly never will. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
- 1 Comments
- save this article
- POSTED IN Companies, Editor's Pick
-
MEDIA
The Property Couch – Chat with Australia’s Warren Buffett
Roger Montgomery
September 21, 2019
Roger joined Bryce Holdaway & Ben Kingsley on The Property Couch to discuss everything you need to know about value investing and the property market. Tune in to find out how you can take advantage of booms and busts in the share market and shares vs. property, what does it come down to? Listen here.
by Roger Montgomery Posted in Editor's Pick, Podcast Channel, Talks.
- save this article
- POSTED IN Editor's Pick, Podcast Channel, Talks
-
Australian housing is at an inflection point
Roger Montgomery
September 20, 2019
Despite recent data showing home prices have stopped falling and auction clearance rates are strong, I believe these positive signs are no match for the negative shocks that could soon hit the residential construction sector. The upside is that the any stock market volatility could serve up some tasty investment opportunities among residential building developers and their suppliers. continue…
by Roger Montgomery Posted in Editor's Pick, Property.
- save this article
- POSTED IN Editor's Pick, Property
-
Why Peloton Interactive is just the latest hula-hoop
Roger Montgomery
September 12, 2019
We’re currently witnessing a bubble in profitless start-ups funded by private equity. The only questions that remain are what will pop it, and when will it pop? The upcoming IPO of indoor fitness company, Peloton Interactive, is a case in point. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
- 2 Comments
- save this article
- POSTED IN Companies, Editor's Pick