Editor’s Pick
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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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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.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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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.
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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.
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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.
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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.
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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.
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