Editor’s Pick

In this week’s video insight, Roger discusses the conundrum investors face today, looking at two parts of the investment equation the economy and prices and other factors.

by Roger Montgomery Posted in Editor's Pick, Video Insights.

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It’s been a long time coming, but it seems the much-anticipated end to Sydney’s housing bubble has finally arrived. And, Australia-wide, there’s a growing list of areas with owners struggling to cope with mountains of debt. The question is, how far will property prices fall?
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by Roger Montgomery Posted in Editor's Pick, Property.

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Only 12 months back, Telstra (ASX: TLS) shares were trading at around $5.00. The fall since then has been precipitous. Which has got a lot of investors asking: does it finally represent good value? continue…

by Tim Kelley Posted in Companies, Editor's Pick, Technology & Telecommunications.

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You may have noticed there’s a new paradigm being discussed in investment circles – that inflation and interest rates may never rise again. This paradigm has been accompanied by a wave of irrational exuberance, with prices of various assets breaking records by the day. At Montgomery, we are concerned this could all end in tears so, for now, we will swim against the tide. continue…

by Roger Montgomery Posted in Editor's Pick, Market commentary.

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We’ve been posting about the issue of apartment building in Brisbane for some time. Now, lenders like Suncorp have brought in tougher measures to crack down on high-rise apartment purchases amid growing concerns about oversupply and falling prices. Is this an isolated phenomenon? Or a signal of worse pain to come for property investors?

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

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Roger Montgomery featured in Livewire’s Buy Hold Sell to discuss five top tech stocks. Watch the three-minute clip below.

by Roger Montgomery Posted in Editor's Pick, TV Appearances.

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Just as we start to believe we have seen everything, all of a sudden a company takes us by surprise.  Take the recent decisions by Select Harvests, for example. continue…

by Andreas Lundberg Posted in Companies, Editor's Pick.

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We make no claim to be accurate forecasters of market booms and crashes.  That’s because, in the very long run, successful value investing does not require an ability to predict markets or economies.  But when respected people like Nobel Laureate economist, Professor Robert J. Shiller, put pen to paper about a looming bear market, we find it pays to listen up. continue…

by Roger Montgomery Posted in Editor's Pick, Market commentary.

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According to the Bank of International Settlements, there are now more margin loans supporting buying in the US stock market than during the tech boom of 1999/2000. And those loans are chasing an ever-narrowing band of tech stocks on the back of a ‘fear of missing out’. This is just one of the many red flags making us nervous right now. continue…

by Roger Montgomery Posted in Editor's Pick, Market commentary.

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In this week’s video insight Scott discusses forecasting and how using present information makes it very difficult for accurate predictions, using REA as an example.

by Scott Shuttleworth Posted in Editor's Pick, Video Insights.

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