Editor’s Pick
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Keep an eye on firms exposed to residential building
Roger Montgomery
August 6, 2019
With the market on a tear, bargains are hard to come by. But patient investors might soon find some joy in businesses exposed to the residential construction sector – potentially firms like Bingo and Nick Scali – whose share prices could come off as construction activity softens. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Property.
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Where is the market heading?
Roger Montgomery
July 31, 2019
In this interview for Switzer TV, Roger joins Peter Switzer to discuss exactly where the market is at right now. Low interest rates are pushing equities higher creating a challenge for value investors. Although, if we take a look overseas, there are a lot more opportunities.
by Roger Montgomery Posted in Editor's Pick, TV Appearances.
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Shoddy building practices are a ticking time bomb that won’t go away
David Buckland
July 29, 2019
Australia’s recent residential building boom saw the rapid erection of hundreds of high-rise apartment blocks, and, for a while, everyone seemed to be making money. But now the cost of poor building standards is coming back to bite many players in the industry. continue…
by David Buckland Posted in Editor's Pick, Property.
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The case to invest globally just got stronger
Roger Montgomery
July 25, 2019
Right now, there’s no shortage of analysts cautioning investors that equities are over-priced, given that many businesses are sitting on elevated, if not euphoric, multiples. But looking more closely, is it the right time to switch out of cash and into global equities? continue…
by Roger Montgomery Posted in Editor's Pick, Global markets.
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How to profit from short selling
Joseph Kim
July 22, 2019
As you likely know, short selling is a trading strategy that involves borrowing and then selling shares in a business, with the aim of buying them back and returning them when the share price falls. What you may not realise is that it’s possible to take advantage when other investors short sell a stock. continue…
by Joseph Kim Posted in Editor's Pick, Investing Education.
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Recent data suggest the slowdown is just beginning
Roger Montgomery
July 16, 2019
The latest RBA rate cut indicates all is not well in the Australian economy, and retail and housing data seem to back this up. It’s time to be selective about where you invest. While sentiment might have improved of late, actual spending hasn’t picked up. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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If rates are low forever, can asset prices fall?
Roger Montgomery
July 9, 2019
There’s an increasing frequency of articles I have read suggesting that low rates are now a permanent feature of markets, as is the likelihood of central banks rescuing investors from themselves through the perpetual deployment of unconventional monetary policy tools. continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education, Market commentary.
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The two big themes for Aussie investors
Roger Montgomery
July 8, 2019
What do A2 Milk and Nine Entertainment have in common? They represent two key themes that Australian investors should focus on to potentially enhance their long-term returns. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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VALUE.ABLE THE PODCAST: EPISODE 16
Roger Montgomery
July 4, 2019
In this episode of Value.Able The podcast Roger identifies what numbers you should look for in a company’s financial statements which will help you determine whether a company is high quality or not. Roger also shares a real-life example with you to assist.
by Roger Montgomery Posted in Editor's Pick, Podcast Channel.
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Farewell Fiscal 2019, Hello Fiscal 2020
David Buckland
July 1, 2019
As fiscal 2019 has drawn to a close, let’s take a look at the year that was. In sporting parlance, it was definitely “a game of two halves.” Virtually all major indexes declined in the December 2018 half-year, however this proved temporary and the recovery in the June 2019 half-year was quite extraordinary. continue…
by David Buckland Posted in Editor's Pick, Market commentary.