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Counting the cost of the fallout in Aussie housing
Roger Montgomery
April 30, 2019
In this article for the Herald Sun Roger discusses the reason behind reduced optimism. Spending over the past few years has been borrowed from the never-never with household debt at record highs. If something cannot go on forever, it must stop. And this is what we have seen with consumers drawing down on savings. Read here.
by Roger Montgomery Posted in In the Press.
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Big float unlikely to smooth Uber’s bumpy future
Roger Montgomery
April 26, 2019
In this article for the Herald Sun Roger takes a closer look at the Uber IPO. It is likely to be one of the biggest floats of the decade, rumoured to be aiming for a $US100 billion valuation. Although there are few things investors need to be aware of. Read here.
by Roger Montgomery Posted in In the Press.
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UNICORNS STAMPEDE IN MY NIGHTMARES
Roger Montgomery
April 11, 2019
In this article for the Herald Sun Roger discusses the line of IPOs that are planning to list this year. Exuberant valuations, zero profits and knowledgeable private equity owners lining up to sell their stakes all paints a dangerous picture for stocks. Read here.
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Beaten by a curve ball: are we reading bond market signals the wrong way?
Roger Montgomery
April 10, 2019
In this article for the Australian Roger takes a closer look at the inverted US yield curve, the last three occasions the this occurred was 1990, 2000 and 2006. Since 2008, the world’s economy and its financial system is vastly different not only from just prior to the GFC but since the end of WWII. Could it be that inverted yield curves are signalling expectations of a sharp decline in inflation? Read here.
by Roger Montgomery Posted in In the Press.
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Shades of dotcom bust in tech boom
Roger Montgomery
April 2, 2019
In this article for the Australian Roger discusses tech stocks and how 83 per cent of IPOs were unprofitable last year. Roger takes a closer look at potential IPO’s this year and questions whether we are in another bubble. Read here.
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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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Buckle up for a bumpy ride
Roger Montgomery
March 19, 2019
In this article for Money Magazine Roger identifies the bumpy ride that is in store for car sales. The credit squeeze and poor wage growth has caught up with showrooms. Roger identifies three companies in the sector that may be impacted. Read here.
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Sector where capturing eyeballs is value for money
Roger Montgomery
March 19, 2019
In this article for the Herald Sun Roger takes a look at the results from the most recent reporting season. One sector doing it particularly tough is television advertising. Year on year, in the second half TV advertising went backwards by almost 5 per cent. Read here.
by Roger Montgomery Posted in In the Press.
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Lessons from the reporting season: be prepared for opportunities from volatility
Roger Montgomery
March 15, 2019
In this article for the Australian Roger identifies the key lessons that can be learnt from the February 2019 reporting season. There were two main themes which emerged – a group of smaller companies doing well overseas and a group that is only just entering a period of difficulty. Read here.
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Sunshine breaks through clouds
Roger Montgomery
February 25, 2019
In this article for the Australian Roger identifies why the recent rally is so hard to justify and investors should expect more volatility. A terrible drought, retreating house prices, evaporating consumer confidence, a wobbling Chinese economy, consecutive downgrades to global growth by the IMF, decelerating domestic economic growth and a slower pace of US corporate earnings growth all suggest higher share price multiples are difficult to justify. Read here.
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An unstoppable sales force
Roger Montgomery
February 13, 2019
In this article for Money Magazine Roger discusses how both investors and shoppers could be winners as online retailers conquer new territory. Read here.
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