Editor’s Pick
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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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MEDIA
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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MEDIA
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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Is Trade Me about to go under the hammer?
Stuart Jackson
December 11, 2018
New Zealand’s biggest and most popular internet auction and classifieds website, Trade Me (ASX:TME), is being put under the microscope by two potential bidders – Apax Partners and Hellman & Friedman. And there’s speculation that more bids are likely for this strong and growing business. continue…
by Stuart Jackson Posted in Companies, Editor's Pick, Stocks We Like.
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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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How to invest in turbulent times
Tim Kelley
December 5, 2018
If current market volatility is causing you some grief, don’t worry – you’re not alone. A lot of quantitative investors are being hit. One of them, Cliff Asness, has some sage advice that should see you through even the toughest of times. continue…
by Tim Kelley Posted in Editor's Pick, Investing Education.
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Portfolio Puzzle
Tim Kelley
November 26, 2018
Here’s a quick test to get your week started. It’s not the sort of test that necessarily has a right or wrong answer, so don’t spend too much time trying to nut it out, but take a look at the stock portfolio set out below: continue…
by Tim Kelley Posted in Editor's Pick, Investing Education.
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Stocks to watch if the market over-corrects
Roger Montgomery
November 22, 2018
As Australian property prices correct, it will also drag down the value of a number of allied businesses, such as whitegoods retailers. If the market over-corrects – as it so often does – some good buying opportunities should emerge. Let’s have a look at a few businesses for your watchlist. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Market commentary.
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It’s time to say adios to the Global Everything Boom
Roger Montgomery
November 21, 2018
Over the last 10 years, quantitative easing (QE) by many of the world’s central banks has driven down interest rates and steered large numbers of ‘investors’ to speculate on the appreciation of anything, creating what’s been called the Global Everything Boom. But now the boom is waning, and highly indebted speculators better watch out. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Will the negative financial headlines lead the Aussie consumer?
David Buckland
November 13, 2018
In this week’s video insight David discusses the impact of all the recent negative financial headlines. Are they a reaction to the 5-7 per cent decline recorded by many stocks in October or the fact that the Australian housing market has entered first bear market in years?
by David Buckland Posted in Editor's Pick, Video Insights.
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