Editor’s Pick

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.

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by Stuart Jackson Posted in Editor's Pick, Video Insights.

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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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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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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?

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by Roger Montgomery Posted in Editor's Pick, Radio.

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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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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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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?

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by Tim Kelley Posted in Editor's Pick, Video Insights.

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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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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.
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by Roger Montgomery Posted in Editor's Pick, Property.

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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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