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Three learnings from NEXTDC’s half-year results
Gary Rollo
March 3, 2020
Back in October, we made the case that NEXTDC’s (ASX:NXT) material share price underperformance would be temporary and that there were catalysts ahead that would bring that to an end. Today, we update our thesis post NXT’s 1H20 results and outlook. So, what did we learn and how do our learnings apply to our NXT’s thesis drivers? Continue…
by Gary Rollo Posted in Companies, Stocks We Like.
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What’s really infecting markets?
Roger Montgomery
March 2, 2020
Can you see how coronavirus can be contained? Let’s think practically about this, especially in light of the revelation that the incubation period may be longer than two weeks and is infectious before symptoms present. Continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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The headwinds hitting the salary packing and fleet management sector
David Buckland
March 2, 2020
The share prices of the four major players in the Australian salary packaging and fleet management sector have been significantly marked down in recent months. Does this negativity create a buying opportunity? Continue…
by David Buckland Posted in Companies.
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Money News 27.02.2020
Roger Montgomery
February 28, 2020
Roger joined Janine on Money News to discuss the coronavirus. With Australia leading the world declaring the coronavirus a pandemic, is the worst yet to come? Or will this present opportunities for patient investors?
by Roger Montgomery Posted in Radio.
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Sharemarkets could fall 20 per cent on the back of coronavirus fears
Roger Montgomery
February 28, 2020
Rod Myer published an article in The New Daily discussing the coronavirus, Rod draws on Roger’s view that not only tourism companies will be impacted now – investors also need to look at others including retailers which may struggle to get their stock in from China. Read here.
by Roger Montgomery Posted in On the Internet.
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Why rain’s no good for our meat prices
Roger Montgomery
February 28, 2020
In this article for the Herald Sun Roger discusses why we could see an apocalyptic price increase for steaks and beef sausages if we receive more rain this year. If the prices increase, investors may have underestimated the impact on the revenue side for producers and on the cost side for customers. Read here.
by Roger Montgomery Posted in In the Press.
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An update on the Australian financial planning landscape
Dean Curnow
February 28, 2020
They say 12 months is a long time in financial markets, but I think 12 months has been an even greater length of time in the financial planning market. Since I previously wrote about the changing advice landscape in Australia, four large financial planning licenses have ceased to exist, with a few more to close doors as the Commonwealth Bank of Australia follow Westpac’s lead in stepping away from the licensee space. Continue…
by Dean Curnow Posted in Financial Services.
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Are markets serious about Coronavirus?
Roger Montgomery
February 27, 2020
In this week’s video insight Roger provides an update on the coronavirus. With the death toll now more than 2,700 and more than 80,000 global cases. Additionally, the Mayor of San Francisco has declared a state of emergency, hotels are in lockdown in Italy and Austria, and the virus is spreading in Iran, Croatia and Switzerland. Other than the last two days of selling, markets have been relatively sanguine about the coronavirus with the S&P500 hitting record highs just last week. Why? Continue…
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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