Editor’s Pick
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Beware companies issuing multiple downgrades
Roger Montgomery
June 25, 2019
Over the last few months, eight times as many ASX-listed companies have downgraded as upgraded. That’s an alarming figure, and reveals a serious decline in business conditions. The mission for all investors is to try to avoid companies issuing further downgrades. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Are we deluding ourselves?
Tim Kelley
June 20, 2019
Humans are fascinating, complex creatures, capable of amazing achievements. At the same time, as psychology researchers like Daniel Kahneman and Amos Tversky have pushed forward our understanding of the human mind, it has become increasingly clear that we are indeed strange. Far from being the rational decision makers that behavioural theory once assumed, we find that our cognitive processes can be deeply flawed, leading to poor decision making and sub-optimal outcomes. continue…
by Tim Kelley Posted in Editor's Pick, Insightful Insights.
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Which way next for BINGO Industries?
Roger Montgomery
June 17, 2019
The share price of waste management business, BINGO Industries (ASX:BIN), has been on a roller-coaster ride since the company listed on the ASX in 2017. With its heavy exposure to property development, it remains to be seen which way it moves next. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Central Banks Have Only Deferred The Pain
Roger Montgomery
June 13, 2019
Roger joined Alex Saunders to discuss the broader outlook for the Australian economy. In this 30-minute interview, they take a look at current debt levels, the state of the housing market, banks, lending and the implications of global conditions. Where is the economy headed?
by Roger Montgomery Posted in Editor's Pick, TV Appearances.
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The conga line of loss making IPOs is a worry..
Roger Montgomery
June 4, 2019
There are plenty of charts doing the rounds showing the rising percentage of companies listing in the US, that are losing money. Uber is perhaps the best recent example, which we wrote about and suggested it might be a great short selling opportunity. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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MEDIA
Money News 28.05.2019
Roger Montgomery
May 30, 2019
In this interview on Money News, Roger discusses the difference a week has made. Since the Federal Election, property clearance rates have gone from 44 per cent to 69 per cent. Will the government be able to offset a deteriorating construction sector, or is the enthusiasm premature?
by Roger Montgomery Posted in Editor's Pick, Radio.
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What ‘appens next to the APX share price
Roger Montgomery
May 28, 2019
Appen (ASX:APX) is one of Australia’s high-flying tech stocks – which collectively go under the WAAAX acronym. Its share price has almost tripled over the past year as many investors ride the Oz tech story. But to my mind, the company’s valuation looks extremely stretched.
continue…by Roger Montgomery Posted in Companies, Editor's Pick.
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Will be see an unwind of the boom in unicorns?
Roger Montgomery
May 21, 2019
In this week’s video insight Roger takes a closer look at private equity. With interest rates declining over recent years, investors have fled from cash into fast growing start-ups. Although how can the multiples of these companies keep expanding if they are profitless?
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Beware: Watch for falling WAAAX!
Roger Montgomery
May 21, 2019
Do Australia’s rocketing tech stocks – particularly the so-called WAAAX stocks Wisetech, Afterpay, Altium, Appen and Xero – deserve their lofty premiums? The market certainly thinks so. But I’m not so sure. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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How a slowing listings environment impacts Domain and REA Group
Joseph Kim
May 13, 2019
The topic of the property market is a favourite obsession for many Australians given the significant percentage of household wealth the asset class represents for most Australians. There is plenty of media and other commentary discussing property market conditions on any given day – including from other contributors to the blog – so I won’t delve into where I think prices will go in the future. However, a slowing property market does have implications for listing volumes. continue…
by Joseph Kim Posted in Companies, Editor's Pick, Property.
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