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Cash crunch is coming for property investors
Roger Montgomery
April 30, 2017
In this article published in The Australian, Roger discusses liquidity and the residential construction boom. Read here.
by Roger Montgomery Posted in In the Press.
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Telstra and TPG, who will win share?
Stuart Jackson
April 27, 2017
Stuart Jackson writes an article for the AIA about TPG’s intention to build a fourth mobile network in Australia. Read here.
by Stuart Jackson Posted in In the Press.
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Borrowing to invest just adds to market volatility
Roger Montgomery
April 20, 2017
In this article published in The Australian, Roger discusses patience and the risk of borrowing to invest. Read here.
by Roger Montgomery Posted in Editor's Pick, In the Press.
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Retailers are battening the hatches for a perfect storm
Roger Montgomery
April 13, 2017
In this article published in the Herald Sun, Roger talks about the impact of household debt, low interest rates and the pressure that could put on earnings for some of our biggest retailers. Read here.
by Roger Montgomery Posted in In the Press.
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Dark and stormy cloud of Amazon
Roger Montgomery
April 6, 2017
In this article published in The Australian, Roger discusses the imminent arrival of Amazon and the impact for Australian retailers. Read here.
by Roger Montgomery Posted in In the Press.
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Targets aplenty as property market rug is ripped out
Roger Montgomery
March 30, 2017
In this article published in the Herald Sun, Roger discusses his views on residential property across the eastern seaboard. He also mentions the arrival of Amazon. Read here.
by Roger Montgomery Posted in In the Press.
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Listen carefully … that’s the sound of the property market tipping over
Roger Montgomery
March 20, 2017
In this article published in The Australian, Roger talks about the end of the property bubble and explains why the boom in prices has little to do with anything other than historic low interest rates. Read here.
by Roger Montgomery Posted in In the Press.
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Wave of job losses not only route to house price crunch
Roger Montgomery
March 10, 2017
In this article published in the Herald Sun, Roger discusses the Reserve Bank, auction clearance rates and the future of property prices. Read here.
by Roger Montgomery Posted in In the Press.
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BHP’s recovery could still leave investors feeling short over time
Roger Montgomery
February 27, 2017
In this article published in The Australian Roger explains why BHP’s longer-run economics are not attractive and why you should never take a cue from share prices. Read here.
by Roger Montgomery Posted in In the Press.
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Be wary as furniture, appliances cycle heads for spin
Roger Montgomery
February 10, 2017
In this article published in the Herald Sun, Roger explains why it is a cyclical business for retailers of household appliances and furniture. He also discusses the threat of Amazon. Read here.
by Roger Montgomery Posted in In the Press.
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