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YOUR MONEY WITH TICKY FULLERTON FEATURING ROGER MONTGOMERY: 15 February 2019
Roger Montgomery
February 21, 2019
Roger joined Ticky Fullerton to discuss the RBA’s recently revised growth forecasts from 3.25 per cent to 2.75 per cent and the impact on consumers. The recent declines in property have some people with negative equity which is resulting in less spending.
by Roger Montgomery Posted in Editor's Pick, TV Appearances.
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House prices in Box Hill down 41%
Roger Montgomery
February 15, 2019
As you would well know, we have been bearish property for more than two years, warning those who feared missing out, to be extra cautious about borrowing to buy at the peak. continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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Your Money: What JB Hi-fi says about Australia’s economy
Roger Montgomery
February 15, 2019
Roger joined James Daggar-Nickson on Your Money to discuss their impressions on the current reporting season. JB Hi-Fi is seen as a bellwether for retail, consumer confidence and the overall Australian economic wellbeing so what conclusions can we draw from their result? Watch here.
by Roger Montgomery Posted in Editor's Pick, TV Appearances.
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An investment thesis on Sydney Airport
Joseph Kim
February 6, 2019
In this week’s video insight Joseph introduces Sydney Airport and outlines the investment thesis as well as the key drivers for the earnings outlook. The company has an impressive track record with an enviable monopoly status leveraged to a positive structural thematic. continue…
by Joseph Kim Posted in Editor's Pick, Video Insights.
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Previewing the HY19 ASX Reporting Season
Roger Montgomery
February 5, 2019
For every company that upgraded their outlook during the Confession Season, for the first half of the 2019 financial year, five companies have downgraded. For the same period a year earlier, that ratio was three-to-two. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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MEDIA
Money News 22.01.2019
David Buckland
January 23, 2019
David Buckland joined Ross Greenwood to discuss the current state of the economy. Harvard professor Kenneth Rogoff has raised his concerns about China exhausting its credit driven growth model. If this is the case, how will it impact the economy?
by David Buckland Posted in Editor's Pick, Radio.
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Housing credit is tight – and could get even tighter
Andreas Lundberg
January 23, 2019
The latest credit data paints a gloomy picture for the housing market. Over the past year or so, we’ve seen new finance commitments trend down for owner occupiers and investors, and a very significant increase in loan rejections. Credit could get even tighter once the Royal Commission into financial services hands down its recommendations. continue…
by Andreas Lundberg Posted in Editor's Pick, Property.
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The 10 most tipped stocks for 2019
Roger Montgomery
January 18, 2019
Alex Cowie published an article for Livewire which identifies the 10 most tipped stocks for 2019. Topping the list was CSL, although does Roger think it is a buy? You can read Roger’s comments on CSL here.
by Roger Montgomery Posted in Editor's Pick, On the Internet.
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7 questions with Roger Montgomery
Roger Montgomery
January 7, 2019
In this exclusive piece for Livewire Roger discusses his take on several issues in the market. Including where he is deploying cash after the recent sell off, which sectors and stocks are likely to be worst affected by the housing correction, and why he’s changed his view on Telstra. Read here.
by Roger Montgomery Posted in Editor's Pick, On the Internet.
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Westpac set to benefit most from revised mortgage rules
Stuart Jackson
December 21, 2018
From 1 January, the Australian Prudential Regulation Authority (APRA) will remove the 30 per cent cap on the proportion of new mortgages that can be interest only. This should benefit property owners, would-be investors, and the banks – with Westpac set to be the biggest beneficiary. continue…
by Stuart Jackson Posted in Editor's Pick, Financial Services.
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