Editor’s Pick
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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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It’s Official: Residential Construction is Crashing before our Eyes
Roger Montgomery
May 9, 2019
We’ve known for some time that the sharp decline in building approvals would lead to an equally sharp decline in construction activity. It has been our view that because building approvals have already fallen from 280,000 dwellings to 170,000 dwellings, a consequent decline in building activity would start to be seen about now. continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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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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What are the first 17 weeks of 2019 telling us?
David Buckland
April 30, 2019
In this week’s video insight David takes a closer look at what the first 17 weeks of 2019 have brought for investors. Global interest rates have generally moved lower and we have seen a rally in the Chinese Shanghai Composite Index and the US Nasdaq Index. Fortunately, the Montgomery Global Fund is well exposed to both of these themes.
by David Buckland Posted in Editor's Pick, Video Insights.
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Uber – an Epochal Short?
Roger Montgomery
April 29, 2019
Would you invest in a business that is alleged to have a “toxic” and “discriminatory” culture? What about a business that is alleged to have been investigated for a software tool allegedly designed to evade and deceive authorities? Would you invest in a business that potentially had equally deep, or deeper, pocketed rivals in almost every one of its business divisions? continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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How will franking credit changes impact your investments?
Dean Curnow
April 26, 2019
At Montgomery, we have a large number of self-funded retirees invested across our suite of investment strategies. Like many others in our readership, they too are nervous about the proposed changes – should the ALP be elected – surrounding the treatment of franking credit cash refunds for those in retirement. continue…
by Dean Curnow Posted in Editor's Pick, Investing Education.
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Where can investors find companies with a tailwind of growth?
Roger Montgomery
April 23, 2019
With Australian retail, housing and car sales in the doldrums, an election likely to cause business nervousness and lack of new investment, (which in turn keeps wage growth low), where can investors find opportunities? continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Get ready for bargains in Aussie retailers
Roger Montgomery
April 18, 2019
With consumer spending on the slide, I think it’s only a matter of time before we see the earnings and valuations of many retailers take a hit. And that could throw up some compelling share price bargains for patient investors. continue…
by Roger Montgomery Posted in Consumer discretionary, Editor's Pick.
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