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Super funds reverse December quarter’s losses as returns jump in 2019
David Buckland
February 22, 2019
Rod Myer published an article in The New Daily where he discusses the increase in Superannuation funds, with the median growth fund gaining 2.5 per cent in January. So where will things go from here? Rod notes David’s view that the cause of low rates is synchronised global growth declines. Read here.
by David Buckland Posted in On the Internet.
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What the market is missing with JB Hi-Fi
Roger Montgomery
February 12, 2019
In this article for Livewire Roger takes a look at JB Hi-Fi’s half year results. On the surface, it appears they are trading at a small discount to our estimated intrinsic value range but will negative sentiment return? You can find my key takeaways from the result here.
by Roger Montgomery Posted in On the Internet.
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Could ‘cash be king’ again?
Roger Montgomery
January 21, 2019
Stephanie Aikins published an article in Nestegg which discusses why investors have been encouraged to increase allocations of cash. Stephanie draws on Roger’s comments that as interest rates rise, asset values fall, and that applies to all assets – businesses, shares, property, land, everything that produces income. Read here.
by Roger Montgomery Posted in On the Internet.
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How will the aged care royal commission impact the market?
Roger Montgomery
January 18, 2019
Kylie Purcell published an article in Your Money which takes a look at the Royal Commission into aged care which is due to begin shortly. Kylie mentions Roger’s view that the real problem for investors is the lack of clarity around what regulation will come out of the commission. Read here.
by Roger Montgomery Posted in On the Internet.
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The 10 most tipped stocks for 2019
Roger Montgomery
January 18, 2019
Alex Cowie published an article for Livewire which identifies the 10 most tipped stocks for 2019. Topping the list was CSL, although does Roger think it is a buy? You can read Roger’s comments on CSL here.
by Roger Montgomery Posted in Editor's Pick, On the Internet.
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MEDIA
Summer Series Guest Editor, Tim Keegan
Roger Montgomery
January 11, 2019
Cuffelinks’ guest editor Tim Keegan takes a look back at five favourite articles including one that Roger wrote in 2015 which identifies how to think rationally about shares. Read here.
by Roger Montgomery Posted in On the Internet.
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MEDIA
Standard variable rates tipped to fall in 2019
Stuart Jackson
January 11, 2019
Stephanie Aikins published an article in Nestegg which discusses APRA’s changes to the cap on new mortgages. Stephanie mentions Stuart’s view that APRA’s decision to lift the 30 per cent cap on the issuing of new interest-only mortgages could see lenders reduce their interest-only and investment property standard variable rates. Read here.
by Stuart Jackson Posted in On the Internet.
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Why the economic picture looks troubling after years of good times
David Buckland
January 11, 2019
Rod Myer published an article in The New Daily which takes a look at the outlook for 2019. Rod mentions David’s view on the potential reasons for a further economic slowdown and no increase in wages. Read here.
by David Buckland Posted in On the Internet.
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7 questions with Roger Montgomery
Roger Montgomery
January 7, 2019
In this exclusive piece for Livewire Roger discusses his take on several issues in the market. Including where he is deploying cash after the recent sell off, which sectors and stocks are likely to be worst affected by the housing correction, and why he’s changed his view on Telstra. Read here.
by Roger Montgomery Posted in Editor's Pick, On the Internet.
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The best business books of 2018, according to investors
Roger Montgomery
December 20, 2018
Bo Seo published an article in the Australian Financial Review which shares a list of the top business books, my selection was Mastering the Market Cycle: Getting the Odds on Your Side by Howard Marks. Read more here.
by Roger Montgomery Posted in On the Internet.
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