Editor’s Pick
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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.
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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.
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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.
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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.
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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.
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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.
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Are we “wrong” on property?
Roger Montgomery
March 21, 2017
Before we begin, thank you all sincerely for your engaging comments and your feedback here on the blog. And the thanks even extend to those whose disagreement is so vitriolic that their comments cannot be published. Fortunately, as investors we are used to disagreement; every time we buy a share, the seller has the completely opposite view. So, keep the comments coming – we may not publish your expletives but we always enjoy the process of investigating and understanding the divergent views. continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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Hold on tight: the great property sell-off has begun
Roger Montgomery
March 17, 2017
The much derided prediction of a sell-off in Australian property prices has finally started. Prices in some cities are starting to fall. Rental yields are becoming unsustainably low. And many property buyers are now at the point of ‘no return’ (yes, the pun is intended). continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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Three scenarios that could trigger a fall in house prices
Roger Montgomery
March 13, 2017
As we’ve regularly noted in our blogs, we believe the residential property market, particularly in the major cities, is overheated and due for a correction. And it’s not just rising debt levels that have us concerned. continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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Update on Isentia
Tim Kelley
March 10, 2017
Following our earlier comments on the Isentia (ASX:ISD) result, we have now met with management, of Isentia as well as major competitor, Meltwater, and formed a view on our holding. Our view may change as new information comes to hand over time, but for the time being we have settled a position, and can outline our decision and rationale. continue…
by Tim Kelley Posted in Companies, Editor's Pick.
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