Search Results for: property
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How much volatility should we expect in 2019?
Roger Montgomery
February 27, 2019
The recent gyrations in world markets have befuddled investors, short sellers and commentators alike. I think we’ll see more of the same in 2019/20. Will this present good buying opportunities for investors who like to buy on the dips? Continue…
by Roger Montgomery Posted in Market commentary.
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HOW MUCH PERSONAL CREDIT IS OUT THERE?
Andreas Lundberg
February 25, 2019
Recent data shows a continuing decline in new and outstanding personal credit. This is a concern for our retailers, as it means Australians are taking on less debt for spending on discretionary items. Continue…
by Andreas Lundberg Posted in Consumer discretionary.
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YOUR MONEY WITH TICKY FULLERTON FEATURING ROGER MONTGOMERY: 15 February 2019
Roger Montgomery
February 21, 2019
Roger joined Ticky Fullerton to discuss the RBA’s recently revised growth forecasts from 3.25 per cent to 2.75 per cent and the impact on consumers. The recent declines in property have some people with negative equity which is resulting in less spending.
by Roger Montgomery Posted in Editor's Pick, TV Appearances.
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The Year Ahead, Tell Us What You Think – The Results
Dean Curnow
February 20, 2019
We recently asked our readers to answer three questions on where they think the best returns will come from and what risks lie ahead for equity markets in 2019. Here are the results. Continue…
by Dean Curnow Posted in Investing Education.
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Fading lights at Beacon and Bingo in the Dumpster
Roger Montgomery
February 19, 2019
We have long warned of the inevitable bust that would follow the residential construction and real estate booms and now with the property market falling, it is time to think about the second and third order consequences. Continue…
by Roger Montgomery Posted in Companies.
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Poor builder results signal more property pain ahead
Roger Montgomery
February 19, 2019
Property investors expecting a recovery in prices will have to wait a bit longer. Because, right now, a perfect storm is engulfing the sector, leading to the worst property falls in four decades. Recent results from our leading builders are further confirmation that the trend is still down. Continue…
by Roger Montgomery Posted in Companies, Property.
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How long can JBH and SUL defy the retail gloom?
Roger Montgomery
February 18, 2019
JB Hi-Fi (ASX:JBH) and Super Retail Group (ASX:SUL) recently released their HY19 results. They were surprisingly strong, beating market expectations that have been progressively downgraded amid slumping national retail sales and foot traffic numbers. The question for investors is: how long can they defy the retail gloom? Continue…
by Roger Montgomery Posted in Companies.
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House prices in Box Hill down 41%
Roger Montgomery
February 15, 2019
As you would well know, we have been bearish property for more than two years, warning those who feared missing out, to be extra cautious about borrowing to buy at the peak. Continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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Blue skies ahead for Sydney Airport?
Joseph Kim
February 15, 2019
Sydney Airport is Australia’s busiest airport. Its owner – Sydney Airport Holdings (ASX:SYD) – has profited from Australia’s growing attraction as a tourism destination, and the airport’s monopoly position. So what does the future hold for its key earnings drivers? Continue…
by Joseph Kim Posted in Companies.
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What price should you pay for REA?
Roger Montgomery
February 14, 2019
REA Group (ASX:REA), which operates Australia’s leading property websites, is a high-quality business and one we are happy to own – at the right price. But what is the right price? Continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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Our view on Challenger
Andreas Lundberg
February 11, 2019
At the end of January, the market took a sledgehammer to the share price of Challenger (ASX:CGF) following a trading update. Clearly, many investors did not like what they saw. But was the update really that bad? Continue…
by Andreas Lundberg Posted in Companies, Stocks We Like.
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Why we think the market is still overvalued
Roger Montgomery
February 7, 2019
The recent falls in stock prices around the world have tempted many investors to dive in and grab some value. But we think this could be jumping the gun – many stocks could still have further to fall. Continue…
by Roger Montgomery Posted in Companies, Market commentary.
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Housing credit is tight – and could get even tighter
Andreas Lundberg
January 23, 2019
The latest credit data paints a gloomy picture for the housing market. Over the past year or so, we’ve seen new finance commitments trend down for owner occupiers and investors, and a very significant increase in loan rejections. Credit could get even tighter once the Royal Commission into financial services hands down its recommendations. Continue…
by Andreas Lundberg Posted in Editor's Pick, Property.
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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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Early signs of the negative wealth effect
David Buckland
January 17, 2019
The negative wealth effect from falling residential property prices combined with the podium position for Australian Household Debt to GDP (120 per cent) and Australian Household Debt to Disposable Income (200 per cent) is starting to bite. Continue…
by David Buckland Posted in Market commentary.
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The headwinds faced by the big four banks
Stuart Jackson
January 16, 2019
As they say, “when it rains it pours” and that can certainly be said for the major banks in Australia as they are confronted with a raft of issues and a new development with their New Zealand operations. Continue…
by Stuart Jackson Posted in Financial Services.
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Four high quality companies
Roger Montgomery
January 15, 2019
When it comes to stocks the term ‘quality’ has many definitions. Some investors adopt a flexible approach to the definition of quality including being satisfied if quality management is running the business, a quality customer base exists, or they can identify quality assets on the balance sheet. Continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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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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Westpac set to benefit most from revised mortgage rules
Stuart Jackson
December 21, 2018
From 1 January, the Australian Prudential Regulation Authority (APRA) will remove the 30 per cent cap on the proportion of new mortgages that can be interest only. This should benefit property owners, would-be investors, and the banks – with Westpac set to be the biggest beneficiary. Continue…
by Stuart Jackson Posted in Editor's Pick, Financial Services.
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Falling house prices mean tough times for retailers
Roger Montgomery
December 14, 2018
Over the last two years, I’ve been warning that the housing price and residential construction boom would end, leaving a bit of a mess. The big question now is not whether house prices will fall further. It is which other sectors will be impacted, and to what extent? Continue…
by Roger Montgomery Posted in Consumer discretionary, Property.
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