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From currency to computers
Roger Montgomery
July 2, 2019
In this article for Money Magazine Roger takes a look at companies that offer investors the chance to profit from strong business growth and a group of companies that are exposed to the booming demand for software and data. Read here.
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Time to bin idea of a buoyant housing sector as Bingo numbers fall
Roger Montgomery
July 2, 2019
In this article for the Australian Roger discusses one company with heavy exposure to the property boom — and now the bust, Bingo Industries. Should caution be applied to the company’s recent share price enthusiasm? Read here.
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Pain on the way for discretionary retail sector
Roger Montgomery
July 2, 2019
In this article for the Herald Sun Roger provides an update on the housing market and the impact on retail. Housing approvals have collapsed roughly 40 per cent from a peak annual run rate of 280,000 dwellings Australia- wide. How much will this impact the retail sector? Read here.
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Private equity tower is flush amid risks galore
Roger Montgomery
June 12, 2019
In this article for the Australian Roger discusses how each day brings more news of another huge technology IPO, often by businesses that have never made a profit – and perhaps never will. But there are new signs that this latest tech bubble could be coming to an end. Read here.
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Mad multiples infect Aussie market too — but for how long?
Roger Montgomery
May 30, 2019
In this article for the Herald Sun Roger discusses how both profitable and profitless companies have reached extraordinary multiples. When will these companies return to earth in terms of their multiples? Read here.
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Goods times are over
Roger Montgomery
May 22, 2019
In this article for Money Magazine Roger discusses how a slump in building activity will hit the sales of items such as couches and carpets, taking a look at Adairs, Bacon Lighting and Temple & Webster. Read here.
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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.
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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.
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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.
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