Editor’s Pick
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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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MEDIA
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.
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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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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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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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MEDIA
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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