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The big 4
Roger Montgomery
October 29, 2013
by Roger Montgomery Posted in Financial Services, Insightful Insights, TV Appearances.
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How excited should we get about big 4 bank valuations?
Tim Kelley
September 18, 2013
The big four banks have attracted a fair bit of media comment recently. On one hand we are told that some international investors can’t understand the lofty valuations attached to Australian banks and are shorting them in volume. On the other hand we are informed that these international investors do not properly understand the Australian context, and will surely get burned on their shorts. continue…
by Tim Kelley Posted in Companies, Financial Services.
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- POSTED IN Companies, Financial Services
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What does the CBA result tell us about the market?
Tim Kelley
August 15, 2013
Interesting to see the share price reaction to the CBA result today. As we write, CBA shares are off slightly, following yesterday’s announcement of CBA’s record FY13 profit. continue…
by Tim Kelley Posted in Financial Services, Insightful Insights.
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Who’s game to sell CBA?
Ben MacNevin
August 2, 2013
CBA is the market darling of the Big-4 banks, and the quality of the company has historically warranted a premium price relative to its peers. But some analysts are seriously questioning whether the recent rally of the share price is reasonable. continue…
by Ben MacNevin Posted in Financial Services, Insightful Insights.
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A quick way to analyse a bank
Russell Muldoon
July 11, 2013
Banks are relatively simple businesses to analyse. Despite claims of being ‘different’ in an attempt to win wallet share, behind the scenes there is often very little differentiation between CBA, ANZ, WBC and NAB in the services they offer to their customers. continue…
by Russell Muldoon Posted in Financial Services.
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- POSTED IN Financial Services
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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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Rolling Stone rolls the stone away from the entrance to reveal…
Roger Montgomery
May 14, 2013
We think you will enjoy spending a few minutes being illuminated by this story from Rolling Stone’s Matt Taibbi.
continue…by Roger Montgomery Posted in Financial Services.
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MEDIA
What’s the outlook for the Australian economy?
Roger Montgomery
May 10, 2013
In these highlights from Sky Business’ Business View, with James Daggar-Nickson, Roger gives his view on the recent cash rate cut by the RBA and the implications for mortgage holders, as well as the outlook for the resources sector. What’s the outlook for Australia? Find out here.
by Roger Montgomery Posted in Energy / Resources, Financial Services, TV Appearances.
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MEDIA
Which stocks are good buys right now?
Roger Montgomery
May 2, 2013
In these highlights from the Sky Business Switzer program broadcast on 2 May, Roger gives his view on the intrinsic value of BHP, and whether he thinks that the banks are worth a look. Watch here.
by Roger Montgomery Posted in Energy / Resources, Financial Services, TV Appearances.
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How Far Can The Big Four Banks Go?
Tim Kelley
May 1, 2013
Strong investor support for stocks with high dividend yields has been one of the defining features of the Australian share market over the last year or two. The big four banks have been particular beneficiaries of this, and with a healthy first half result reported this week by ANZ, the theme has additional momentum.
continue…by Tim Kelley Posted in Financial Services, Insightful Insights.
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What’s happening at our banks?
Roger Montgomery
April 30, 2013
What’s happening at our banks? ANZ reports.
by Roger Montgomery Posted in Financial Services, Insightful Insights.
