Editor’s Pick
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Where to find the best returns for 2017
Roger Montgomery
December 12, 2016
Humans are notoriously bad at picking turning points. We tend to believe the future will look like the recent past. That’s why so many investors make decisions about the future by looking in the rear view mirror. However, I believe the best returns over the next few years will come from buying high quality, high growth companies – many of which are now at beaten-down prices.
continue…by Roger Montgomery Posted in Editor's Pick, Market commentary.
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MEDIA
ABC Nightlife
Roger Montgomery
December 7, 2016
In this radio program with Philip Clark, Roger discusses the willingness of banks to lend money to property buyers, the number of cranes dedicated to residential building and the strong run of resource companies. Is Australia headed for a financial crisis? And what can we do about it? Listen here.
by Roger Montgomery Posted in Editor's Pick, Radio.
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Aussie retailers, watch out – could Amazon Go disrupt you?
Stuart Jackson
December 7, 2016
Our retailers are about to face a whole new challenge. Amazon has announced it will trial a new concept store in the US that uses its ‘Just Walk Out’ technology to change the format of a traditional grocery store by removing cash registers and the check-out process. Customers simply use the Amazon Go app, then take the products they want, and go. It’s set to come to our shores in late 2017. continue…
by Stuart Jackson Posted in Companies, Editor's Pick.
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MEDIA
Warning to property investors: you’re trapped in a bubble
Roger Montgomery
December 1, 2016
In this article for Professional Planner, Roger discusses the key ingredients of a property bubble. Read here.
by Roger Montgomery Posted in Editor's Pick, On the Internet.
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Howard Marks’s seven lessons for investors
David Buckland
November 24, 2016
Howard Marks is the Founder and Co-Chairman of Oaktree Capital Management – which manages funds of around US$100b. He is greatly respected for his investment strategies and insights. I recently heard him speak at the Sohn Hearts and Minds Conference and re-read his book, ‘The Most Important Thing’. In a nutshell, Marks has seven key lessons for all investors. continue…
by David Buckland Posted in Editor's Pick, Investing Education.
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Asia’s middle classes stoke a digital revolution
David Buckland
November 21, 2016
America is still an economic and military powerhouse. But when Donald Trump is inaugurated as America’s 45th president in January 2017, he could find it’s not so easy to win a trade war with Asia’s rising economies, and their growing middle classes. continue…
by David Buckland Posted in Editor's Pick, Global markets.
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The Four Horseman of the Apocalypse: 16 November 2016
Roger Montgomery
November 16, 2016
According to the authors Carmen Reinhart and Kenneth Rogoff, the study of eight centuries of financial crises reveals a standard and repeating set of leading indicators to a financial crisis.
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Bank reporting season highlights costs and slowing revenue growth
Stuart Jackson
November 14, 2016
Over the last week, ANZ, NAB and Westpac reported their full year 2016 results, while CBA provided a trading update for the September quarter. So I thought it would be a good time to review the key themes to emerge.
by Stuart Jackson Posted in Editor's Pick, Financial Services.
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Market serves up some savage volatility
Roger Montgomery
November 7, 2016
I recently surveyed our portfolio and was stunned by the magnitude of the daily price moves. It was only 1.50pm yet APN Outdoor was up 4.32% on no announcement, TradeMe was down 2.77%, Healthscope was down 2.64% and Challenger down 1.92%.
continue…by Roger Montgomery Posted in Editor's Pick, Market commentary.
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I am calling a short sell on Australian residential apartments
Roger Montgomery
November 4, 2016
If you wait for the swallow to sing, spring will already be over. In other words, waiting for the data to prove a trend has changed may be more expensive than you’d like. And while there is plenty of mounting data to suggest that property prices are heading for a big fall, there are also less obvious signals. continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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