Editor’s Pick
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How imputation changes could hit retirees
David Buckland
September 12, 2018
Bill Shorten’s prospects of claiming The Lodge at the next Federal Election got a shot in the arm in recent weeks, and hence I thought it worthwhile focusing on how the ALP’s proposed imputation changes could hit retirees and change investing patterns. continue…
by David Buckland Posted in Editor's Pick, Investing Education.
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MEDIA
Money News 04.09.2018
Roger Montgomery
September 6, 2018
In this interview on Money News, Roger discusses a fundamental problem that Australia may not be ready for. The current high levels of debt could complicate monetary policy decisions. How cautious should you be?
by Roger Montgomery Posted in Editor's Pick, Radio.
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An update on The Montgomery Fund
Roger Montgomery
September 5, 2018
In this week’s video insight Roger provides an update on The Montgomery Fund. One of The Fund’s goals is to outperform the broader market over long stretches of time, but another important goal for The Fund is to preserve investor capital. Since its inception, The Fund has delivered better returns than the broader market and has done so with smaller drawdowns and lower volatility. continue…
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Three global stocks and why we like them
Roger Montgomery
August 31, 2018
Recent press has been dominated with reporting season and that reality TV show known as Federal Parliament. For serious domestic investors, the press has probably not been an ideal source of information on investment opportunities elsewhere. So, to bring you up to speed with what we like elsewhere in the world continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Technology & Telecommunications.
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An update on Seek’s full year results
Stuart Jackson
August 28, 2018
In this week’s video insight Stuart takes a look at Seek’s (ASX:SEK) full year results. In the 2018 year, Seek reported 24.4 per cent revenue growth. This was a strong result driven by an acceleration in revenue growth in the Australasian, Chinese and Asian businesses.
by Stuart Jackson Posted in Editor's Pick, Video Insights.
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Australia leads the way on household debt
Andreas Lundberg
August 22, 2018
Australian households are far and away the most indebted among English-speaking nations. To my mind, it means the next interest rate move by the Reserve Bank will be down. If I’m right, then it may be time for investors to think about increasing their exposure to businesses that benefit from a weaker Aussie dollar. continue…
by Andreas Lundberg Posted in Editor's Pick, Market commentary.
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The housing boom ends, signaling financial turbulence ahead
Roger Montgomery
August 21, 2018
Australian property prices are falling at their fastest rate for five years, thus putting a definitive end to the debt-fueled housing boom. My concern is that this reversal has only just begun. continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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MEDIA
Money News 14.08.2018
Roger Montgomery
August 15, 2018
In this interview on Money News, Roger discusses the current reporting round’s latest company results. JB Hi-Fi’s fundamental problem is the consumer cycle turning. Challenger didn’t meet expectations resulting in a share price fall of 7 per cent yesterday. And how did the market react to the results from Dominio’s Pizza?
by Roger Montgomery Posted in Editor's Pick, Radio.
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Can Afterpay’s magic run continue?
Roger Montgomery
August 14, 2018
Jonathan Shapiro published an article in the Australian Financial Review which questions whether Afterpay’s magic can continue. Jonathan discusses Roger’s view on the 2.5 per cent net transaction margin Afterpay generated in 2017. Read here.
by Roger Montgomery Posted in Editor's Pick, On the Internet.
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Diving a bit deeper into the Australian property market
Tim Kelley
August 3, 2018
One of the significant issues currently facing investors in the Australian equity market is the possible trajectory of the residential property market. With property prices having risen to historic highs and household balance sheets having expanded sharply to keep up, the expression ‘primed’ is one that springs to mind. continue…
by Tim Kelley Posted in Editor's Pick, Property.
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