Editor’s Pick
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Is there more M&A activity ahead for Wesfarmers?
Tim Kelley
July 24, 2018
In this week’s video insight Tim discusses Wesfarmers, with additional details being recently released on the Coles demerger capital structure and directors, the market appears to be largely positive on the transaction. Is Wesfarmers planning more acquisitions?
continue…by Tim Kelley Posted in Editor's Pick, Video Insights.
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Why Westpac will stop lending to SMSF property investors
Andreas Lundberg
July 19, 2018
Westpac (ASX:WBC) has just announced that, come the end of July, it will stop lending to self-managed super funds (SMSFs) looking to invest in property. It will also not allow SMSFs to roll any existing interest only loans onto another interest only period once the existing amortisation free period runs out. What’s prompted this change? continue…
by Andreas Lundberg Posted in Editor's Pick, Financial Services.
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Why the RBA can’t stop a slide in property prices
Roger Montgomery
July 17, 2018
Is the property price boom finally over? It looks like it, going by the latest reports of falling auction clearance rates. In the past, the RBA has done its bit to try to stem a property price slide. But with global interest rates going up, and liquidity getting tighter, there may be little it can do this time.
continue…by Roger Montgomery Posted in Editor's Pick, Property.
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Property prices are falling – and we’ve only just begun
Roger Montgomery
July 9, 2018
We’ve held a rather dim view of Australian property prices for some time, and have repeatedly warned our readers that the price bubble would end in tears. New research seems to support our thesis. It shows the market is slowing, and home prices are falling the most since 2012. continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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Should we be worried by rising debt?
Roger Montgomery
July 4, 2018
In this week’s video insight Roger discusses how ultra-low interest rates for an extended period – through quantitative easing – has seen unprecedented debt accumulate globally that is not being invested in growth.
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Stock Bubble? Lessons from Dalio, Buffett and History
Roger Montgomery
July 3, 2018
As we are all well aware, central banks have been, through quantitative easing, suppressing interest rates since the GFC. Consequently, monetary policy has fueled unprecedented flows of institutional and private capital into real estate, private equity and stocks. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Will Telstra’s new strategy turn its fortunes around?
Tim Kelley
June 28, 2018
Telstra (ASX:TLS) has just released its much-anticipated Telstra2022 strategy, which sets out the company’s longer-term prospects for growth. We like the new direction, and sense that TLS’s share price plunge may be coming to the end. But strategy is one thing; execution is another. The question is: can management deliver? continue…
by Tim Kelley Posted in Companies, Editor's Pick.
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Will new LNG import terminals cut the price of gas?
Andreas Lundberg
June 27, 2018
Australia has more than 257 trillion cubic feet (TCF) of gas resources and 885 TCF in prospective resources.* And we’ll soon be the largest gas exporter in the world. But, somewhat shockingly, new gas import terminals are about to be built on our east coast to cut the price of gas. I hate to be a doomsayer, but I don’t think this is going to work. continue…
by Andreas Lundberg Posted in Editor's Pick, Energy / Resources.
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Where to find value in global tech stocks
Roger Montgomery
June 19, 2018
This bull market has featured stellar performances from a small group of technology stocks, like Apple, Facebook and Netflix. Indeed, we’ve not before seen so much capital concentrated in a single sector. Despite the lofty valuations of most of these businesses, we continue to see some excellent investment opportunities. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Is it safe to buy Telstra shares again?
Roger Montgomery
June 18, 2018
Telstra’s (ASX:TLS) plunging share price is becoming more interesting. While many investors still dismiss the business, it’s worth considering if all the bad news is already baked in. Is there a chance that Telstra’s cost-cutting and scale could deliver higher margins for shareholders? continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Technology & Telecommunications.