Search Results for: property
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Is Trade Me about to go under the hammer?
Stuart Jackson
December 11, 2018
New Zealand’s biggest and most popular internet auction and classifieds website, Trade Me (ASX:TME), is being put under the microscope by two potential bidders – Apax Partners and Hellman & Friedman. And there’s speculation that more bids are likely for this strong and growing business. Continue…
by Stuart Jackson Posted in Companies, Editor's Pick, Stocks We Like.
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Interest rates rise, asset prices fall, and cash is king again
Roger Montgomery
December 5, 2018
In recent months, interest rates have been rising globally, exerting a downward gravitational pull on the value and price of most assets. It’s a trend that’s likely to play out for some time. And that’s why it makes sense to be holding cash. Continue…
by Roger Montgomery Posted in Market commentary.
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Christmas rally after Trump and Xi agreement at G20 Summit in BA?
David Buckland
December 3, 2018
Over the weekend at the G20 Summit in Buenos Aires, US President Donald Trump and Chinese President Xi Jinping agreed to temporarily halt the next round of tariff increases, to be imposed from 1 January 2019 where US$200 billion of imports from China were set to jump from 10 per cent to 25 per cent. Continue…
by David Buckland Posted in Global markets.
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Falling property market could squeeze State budgets
Andreas Lundberg
November 27, 2018
While Australia’s declining housing market is good news for first-time home buyers, it’s bad news for the economy. One big concern is what’s called the reverse wealth effect. Another is the adverse impact that a falling market could have on state budgets which could in turn have an impact on infrastructure spending. Continue…
by Andreas Lundberg Posted in Property.
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Stocks to watch if the market over-corrects
Roger Montgomery
November 22, 2018
As Australian property prices correct, it will also drag down the value of a number of allied businesses, such as whitegoods retailers. If the market over-corrects – as it so often does – some good buying opportunities should emerge. Let’s have a look at a few businesses for your watchlist. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Market commentary.
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It’s time to say adios to the Global Everything Boom
Roger Montgomery
November 21, 2018
Over the last 10 years, quantitative easing (QE) by many of the world’s central banks has driven down interest rates and steered large numbers of ‘investors’ to speculate on the appreciation of anything, creating what’s been called the Global Everything Boom. But now the boom is waning, and highly indebted speculators better watch out. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Opportunity knocks as property sell-off puts prices in tailspin
Roger Montgomery
November 20, 2018
In this article published in the Herald Sun, Roger discuss the Australian property market. On the demand side buyers are fewer and have less money, and on the supply side more owners are being forced to consider selling. Read here.
by Roger Montgomery Posted in In the Press.
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House prices are still rising in Adelaide, Canberra and Hobart, and investors say the property boom isn’t over
Roger Montgomery
November 15, 2018
David Taylor wrote an article for ABC News which discusses how the headlines are dominated by steep falls in property prices along the east coast, but the property boom is alive and well in a number of cities around the country. David mentions Roger’s view, will the falls hurt Hobart and Canberra next? Read here.
by Roger Montgomery Posted in On the Internet.
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ABC Nightlife
Roger Montgomery
November 9, 2018
In this radio program with Philip Clark, Roger discusses the current market conditions where markets are falling and property is unwinding. Why are interest rates rising? Listen here.
by Roger Montgomery Posted in Radio.
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The Great Australian Dream Damaged?
Roger Montgomery
November 8, 2018
It’s always a relief to wake up from a nightmare and while we believe that the nightmare for property investors may have only just begun, there may be relief, or even a silver lining, in the form of lower bank share prices. Continue…
by Roger Montgomery Posted in Financial Services.
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Expected level of customer remediation costs (ouch)
Stuart Jackson
October 24, 2018
With the Financial Services Royal Commission having handed down its draft report at the end of September, three of the four major banks have recently released statements outlining the expected level of near term customer remediation costs. Continue…
by Stuart Jackson Posted in Financial Services.
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Is our market lulled into a false sense of security?
Roger Montgomery
October 22, 2018
One look at the best performers on the ASX tells you the market is sanguine about risk. How else to explain the soaring valuations of companies like Afterpay, Appen and Altium? I fear this is the calm before the storm, and today’s high returns and low volatility might soon make way for lower returns and higher volatility. Continue…
by Roger Montgomery Posted in Market commentary.
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Property looks the catalyst for a rout
Roger Montgomery
October 19, 2018
In this article published in Professional Planner, Roger discusses the Australian property market. Prices are falling at their fastest rate in five years, putting a definitive end to the debt-fuelled housing boom. The question on many investors’ and borrowers’ minds is whether it has only just begun. Read here.
by Roger Montgomery Posted in On the Internet.
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Compare the pair: is it that simple?
Dean Curnow
October 18, 2018
The peak of the Royal Commission seems to have coincided with the peak in advertising air time for the industry super funds. I am not sure of the experience of the readership here on the blog, but it appears to me that the industry funds have really stepped up their campaigns over the last 12 months. Continue…
by Dean Curnow Posted in Investing Education.
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Property prices predicted to almost halve
Roger Montgomery
October 12, 2018
Roger was on Business Breakfast to discuss the Australian housing market. There is a negative outlook with brokers forecasting 10-15 per cent declines, downgraded from 5-10 per cent declines. Although will it be worse than this? Watch here.
by Roger Montgomery Posted in TV Appearances.
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How the rising US 10-year bond yield could affect your portfolio
Joseph Kim
October 11, 2018
Macro considerations are not a major driver of investment decisions at Montgomery. But when we assess the potential risks and returns of a business, we still need to be aware of major global developments. Right now, a key development is the rising US 10-year Treasury bond yield – which could have a big impact on a number of stocks. Continue…
by Joseph Kim Posted in Global markets.
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Where to next for residential property?
Tim Kelley
October 10, 2018
If you take an interest in the Australian residential property market (and who among us doesn’t?), the latest release from CoreLogic contains some interesting data points. Continue…
by Tim Kelley Posted in Editor's Pick, Property.
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Just how far will property prices fall?
Roger Montgomery
October 9, 2018
For the last two years, we were feeling rather lonely suggesting that the property boom would end abruptly. Today, property prices are falling, and we are no longer a lone voice. The question is: how much further will they fall? Continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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Howard Marks takes the market’s Temperature
Roger Montgomery
September 27, 2018
Legendary Value investor, Howard Marks of Oaktree Capital has just released his latest memo to investors overnight. His observation that “overly generous capital markets ultimately lead to unwise financing, and thus to danger for participants” is worth noting with respect to Australia’s recent property boom… Continue…
by Roger Montgomery Posted in Market commentary.
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Does PEXA pack a punch?
Joseph Kim
September 26, 2018
PEXA – Property Exchange Australia – is Australia’s online property exchange network. It assists lawyers, conveyancers and financial institutions to lodge documents with land registries and complete financial settlements electronically. It’s about to be sold. Does it prove to be an attractive investment? Continue…
by Joseph Kim Posted in Companies.
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