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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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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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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WHITEPAPER
THE PROPERTY RUG PULL
Discover how proposed changes to negative gearing, Capital Gains Tax and holiday home tax rules could reshape property investing, and why investors may consider private credit as property returns become less certain and tax advantages diminish.
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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.
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MEDIA
NAB on the decline
Roger Montgomery
March 13, 2013
In discussion with Ticky Fullerton on ABC1’s The Business, Roger highlights the poor performance of NAB over the past 10 years – and also provides his insights into whether now is a good time to invest, and the unchanging nature of the television market in Australia . Watch here.
This program was broadcast on 13 March 2013.
by Roger Montgomery Posted in Financial Services, Market Valuation, TV Appearances.
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WHITEPAPERS
FlexiGroup quick out of the blocks
Roger Montgomery
December 22, 2012
But market has factored in too much growth too soon.
Buying a stock that has doubled in a year and become a “market darling” is hard work for value investors. It gets even harder when the company has declining return on equity (ROE), patchy earnings per share (EPS) growth, high debt, and an aggressive growth strategy.
Based on its current valuation, the market seems to think FlexiGroup can do no wrong. The fast-growing provider of consumer and retail point-of-sale finance has done remarkably well after raising $264 million through an Initial Public Offering in 2006.
by Roger Montgomery Posted in Financial Services, Whitepapers.
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