Editor’s Pick
-
Why residential real estate is a poor investment right now
Roger Montgomery
May 2, 2017
Have you ever wondered why Australia has no listed residential REITs (real estate investment trusts)? The simple answer is that they would offer poor returns. And, these days, the returns would be worse than ever. But the good news for would-be buyers is that the property price bubble could be about to end. continue…
by Roger Montgomery Posted in Editor's Pick, Property.
- 6 Comments
- save this article
- POSTED IN Editor's Pick, Property
-
Is it time to hold more cash?
Roger Montgomery
May 1, 2017
Warren Buffett once wrote that “cash is a bad investment over time. But you always want to have enough so that nobody else can determine your future.” We agree. And with most investors having migrated away from cash, we see some good reasons why holding more looks like a good idea right now.
continue…by Roger Montgomery Posted in Editor's Pick, Market commentary.
-
The news looks good, so why have Sirtex shares been dumped?
Scott Shuttleworth
April 25, 2017
Over the weekend, the results were released of a trial comparing the efficacy of two treatments for late stage liver cancer. The treatments were SIRT, pioneered by Australian biotech, Sirtex, versus Sorafenib. The results were generally positive for SIRT. So why has the market responded so harshly?
continue…by Scott Shuttleworth Posted in Editor's Pick, Health Care.
- 6 Comments
- save this article
- POSTED IN Editor's Pick, Health Care
-
MEDIA
Borrowing to invest just adds to market volatility
Roger Montgomery
April 20, 2017
In this article published in The Australian, Roger discusses patience and the risk of borrowing to invest. Read here.
by Roger Montgomery Posted in Editor's Pick, In the Press.
- save this article
- POSTED IN Editor's Pick, In the Press
-
Telstra and TPG, who will win share?
Stuart Jackson
April 18, 2017
TPG has confirmed its intention to build a fourth mobile network in Australia with its successful A$1.26bn acquisition of two 10MHz spectrum licenses in the most recent Government tender. The market’s reaction has been savage, with the share price of the dominant incumbent operator Telstra, falling by almost 10 per cent since TPG’s announcement. continue…
by Stuart Jackson Posted in Editor's Pick, Technology & Telecommunications.
-
Does Telstra’s Kevin Russell have his eyes on Vita Group’s stores?
Roger Montgomery
April 5, 2017
What a week it’s been for Vita Group (VTG), which operates over 100 Telstra stores. On 4 April, Fairfax published an article referring to a ‘leaked’ Telstra draft document that said it is considering taking back high performing stores from licensees. VTG’s share price promptly plummeted. After VTG rebutted the leak, its share price rebounded. So, who should we believe? continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
- 15 Comments
- save this article
- POSTED IN Companies, Editor's Pick
-
MEDIA
Sky Business with Ticky Fullerton
Roger Montgomery
April 5, 2017
Ticky Fullerton and Roger discuss the regulatory crack down on interest only loans. Roger mentions APRA’s recent changes and what this means for the property investors.
by Roger Montgomery Posted in Editor's Pick, TV Appearances.
- 1 Comments
- save this article
- POSTED IN Editor's Pick, TV Appearances
-
Banks and property investors should brace for increased capital requirements
Stuart Jackson
March 31, 2017
One of the drivers behind the recent bank rally has been a perception we are over the worst of the risks around increasing regulatory capital requirements. But are we? A report card from the Basel Committee on Banking Supervision indicates this view might be a little premature. If so, there could be ramifications for banks and property investors alike. continue…
by Stuart Jackson Posted in Editor's Pick, Financial Services.
-
A (re)visit to the hospital: Healthscope and Ramsay
Roger Montgomery
March 27, 2017
Over the course of 2016, we provided insight into the competitive dynamics and aggregate prospects of several industry sectors, from financial markets to supermarkets, listed on the Australian stock market.
continue…by Roger Montgomery Posted in Editor's Pick, Health Care, Stocks We Like.
-
Why investing in index funds and blue chips is for the birds
Roger Montgomery
March 24, 2017
Investors are being increasingly lobbied to buy funds that track one or more share indices. These index funds are being marketed as a safe, idiot-proof place to diversify your investment. People who are attracted to index funds are also commonly drawn to the so-called ‘blue chips’. But recent research shows this type of ‘investing’ is anything but safe. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.