Property
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Making sense or losing cents?
Roger Montgomery
June 3, 2014
If you’re a smaller shareholder in either Westfield Group (ASX: WDC) or Westfield Retail Trust (ASX: WRT), then you might be forgiven for thinking you’re in the middle of World War Three. continue…
by Roger Montgomery Posted in Consumer discretionary, Insightful Insights, Property.
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Ready. Set. Run!
Roger Montgomery
May 16, 2014
According to The Wall Street Journal: “Tight credit, restrictions on the ownership of multiple homes and an easing of prohibitions on alternative investments overseas have triggered a long-expected downturn in the Chinese residential housing market.” continue…
by Roger Montgomery Posted in Economics, Market Valuation, Property, Tourism.
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No Pickups with Trucking
Ben MacNevin
April 24, 2014
For companies that deal in capital-intensive vehicles, construction generally provides better growth opportunities than production. With large miners progressively shifting spending from capital expenditure to operating expenditure, the consequences are being felt by vendors. continue…
by Ben MacNevin Posted in Energy / Resources, Property, Value.able.
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Bubble watch #7
Roger Montgomery
April 4, 2014
As you may know by now, we do not believe there is a bubble in stocks or property. We do believe one will form before the next correction. Type ‘bubble’ into the search bar or click here to read our recent observations. continue…
by Roger Montgomery Posted in Market Valuation, Property.
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Property: Don’t bet on a crash because it ain’t coming
Roger Montgomery
March 25, 2014
I have previously suggested that a very large correction in property prices could occur if the generation of baby boomers, whose wealth is broadly stored in real estate, were required to sell in order to fund their retirement and healthcare expenses.
by Roger Montgomery Posted in Insightful Insights, Property.
- 15 Comments
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Leighton’s share price: something stinks!
Roger Montgomery
March 11, 2014
Should ASIC investigate the trading of shares in Leighton Holdings Limited (ASX: LEI) in the days leading up to this week’s takeover announcement? continue…
by Roger Montgomery Posted in Companies, Property.
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MEDIA
REA Group offers some upside
Roger Montgomery
February 6, 2014
In this article for the Switzer Super Report, Roger looks at the most recent results reported by Australian online property listing site, realestate.com.au. Read here.
by Roger Montgomery Posted in Companies, On the Internet, Property.
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The real Sydney auction clearance rate was 49.9% not 83.7%
Roger Montgomery
November 30, 2013
There’s a very genteel debate going on over at Fairfax – and for once it’s not about what to do with the legacy business.
This time it’s about the relevance of those house auction clearance rates you see being reported and used to reflect the hype (or otherwise) in the property market at the weekend. And what else do we find? Well surprise, surprise, we discover real estate agents are salesmen not actuaries. continue…
by Roger Montgomery Posted in Insightful Insights, Property.
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Dear Property Investor…Your Best Warning!
Tim Kelley
October 2, 2013
The Australian residential property market has had a spring in its step recently. Auction clearance rates have been healthy, and rising prices have prompted media commentary on the possibility of an emerging housing “bubble”.
I’m no property expert, and so it may be wise to avoid putting an oar in on this debate, but let’s put wisdom aside for a moment and think about whether the application of value investing principles can add anything to a discussion on house prices. continue…
by Tim Kelley Posted in Property.
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Enthusiastic for property?
Roger Montgomery
September 4, 2013
In this interview with Ticky Fullerton on ABC’s The Business, Roger talks about whether he’s enthusiastic about the property market in Australia – and whether value investors should be.
by Roger Montgomery Posted in Insightful Insights, Property.
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