Editor’s Pick
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Are share prices over extended and due for a fall?
Roger Montgomery
June 20, 2017
In this week’s video insight Roger discusses why fund managers may currently have maximum cash in balance sheets or portfolios and how correction in share prices might be short lived, as the cash is freely available to purchase stocks which limits the extent of a market decline.
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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MEDIA
The property boom may finally be about to bust
Roger Montgomery
June 19, 2017
In this article for Professional Planner, Roger discusses how the population of real-estate experts has grown so much faster than the Australian population itself. Read here.
by Roger Montgomery Posted in Editor's Pick, On the Internet.
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Welcome to NSW, a province of Canada
Roger Montgomery
June 14, 2017
In August 2016, fed up with a glut of apartments sitting vacant because overseas owners weren’t renting them out, the city of Vancouver, in the province of British Columbia, implemented a 15 per cent foreign investor tax rate. The law added almost $300,000 to the price of a $2 million property. Toronto has since also joined Vancouver by imposing a 15 per cent tax on foreign investors.
by Roger Montgomery Posted in Editor's Pick, Property.
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We introduce the ‘smashed avocado’ index
Scott Shuttleworth
June 13, 2017
Last October, demographer and author Bernard Salt wrote that millennial hipsters should spend less on ‘smashed avocado and crumbled feta’ and more on saving for a home deposit. His comment sparked a furious cross-generational debate – the idea that millennials can’t afford to buy a home simply because they spend too much on brekky appeared ludicrous. continue…
by Scott Shuttleworth Posted in Editor's Pick, Property.
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Borrowers hit again
Roger Montgomery
June 10, 2017
The following table reveals the financial stress on interest only mortgagors is mounting. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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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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Wrapping up Vita Group
David Buckland
June 8, 2017
Today’s blog will most likely be our final with respect to Vita Group Limited (ASX: VTG). In a portfolio of 20-30 companies, we will make mistakes – and VTG is, in absolute terms, one of our larger ones. Importantly, despite this loss and others The Montgomery Fund has outperformed over the long term. We also maintain a continued focus on where and why we erred. continue…
by David Buckland Posted in Companies, Editor's Pick, Technology & Telecommunications.
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We banked on it
Roger Montgomery
June 5, 2017
Back in January this year, The Montgomery Global Fund’s Portfolio Manager, and CIO for Montaka Global Fund, Andy Macken wrote a blog here warning investors about the quality of Bendigo and Adelaide Bank’s (ASX:BEN) earnings. continue…
by Roger Montgomery Posted in Editor's Pick, Financial Services, Global markets, Insightful Insights, Investing Education.
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Current challenges for investors
Roger Montgomery
May 30, 2017
In this week’s video insight Roger discusses the current challenges for investors, particularly those focused on quality and opportunities for growth. This being due to reasons such as the expected downturn in the property market, inevitable downturn in construction activity and record levels of debt.
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Chinese investment in Australian property takes a dive
Roger Montgomery
May 30, 2017
For some time, property advocates have been arguing that Australian residential real estate prices will remain buoyed by the steady stream of Chinese immigrants buying property at any price. Now, it seems, that stream is turning to a trickle as the impact of tighter credit starts to bite. continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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MEDIA
Buy Hold Sell: Where is the value?
Roger Montgomery
May 25, 2017
Roger Montgomery featured in Livewire’s Buy Hold Sell to discuss the stocks that are hitting 12 month lows. Watch the 3 minute clip below.
by Roger Montgomery Posted in Editor's Pick, TV Appearances.
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