Roger joined Ross Greenwood on The Money Minutes to discuss the outlook for markets and the potential impact of the US election. People associate the economy with the performance of the stock market, although there’s no correlation over a 1-year period. Even in an economy that isn’t going so well, there will still be businesses growing very strongly. Tune in for more on the risks and opportunities from either a Trump or Biden victory.

by Roger Montgomery Posted in Editor's Pick, Radio.

• save this article
• POSTED IN Editor's Pick, Radio.

by Roger Montgomery's Team Posted in Old Content.

• Enter your password to view comments.
• save this article
• Enter your password to view comments.
• POSTED IN Old Content.

Over the next few months we’ll see cuts to COVID-19 relief. These cuts will adversely impact the ability of many households and businesses to repay their loans. But just how many remains to be seen. The banks – and their shareholders – will be hoping for the best, and keeping their fingers crossed. Continue…

by Andreas Lundberg Posted in Market commentary.

• 1 Comments
• save this article
• 1
• POSTED IN Market commentary.

Sydney Airport Holdings (ASX:SYD) has just provided a trading update for September.  Given Australia’s closed borders, the historically low passengers numbers were hardly surprising. Continue…

by Roger Montgomery Posted in Airlines, Companies.

• save this article
• POSTED IN Airlines, Companies.

What do a US truck electrification business and an Aussie online beauty retailer have in common?  Answer: Skyrocketing valuations based on the prospect – or hope – of rapid growth. But if these valuations are hard to justify, why do so many investors not seem to care? Continue…

by Roger Montgomery Posted in Companies.

• save this article
• POSTED IN Companies.

2017 saw an extraordinary surge in the price of a Bitcoin. After beginning the year at around $1,000, the world’s first cryptocurrency reached prices of close to $20,000 in late 2017, before quickly dropping below $10,000 in early 2018 and below $5,000 by the end of 2018. Continue…

by Tim Kelley Posted in Foreign Currency.

• save this article
• POSTED IN Foreign Currency.

Bapcor (ASX:BAP) – Australia’s leading aftermarket auto parts distributor – has enjoyed very strong trading conditions since mobility restrictions have eased, and its share price has rallied accordingly. BAP has both growth and defensive qualities and remains a great way to play the domestic tourism thematic which could prove stronger for longer. And the balance sheet is now primed for acquisitions, further enhancing the growth potential of the company.
Continue…

by Dominic Rose Posted in Companies, Stocks We Like.

• 4 Comments
• save this article
• 4
• POSTED IN Companies, Stocks We Like.

In this week’s video insight Stuart identifies why the big four banks have recently recovered some of their lost ground. Although to maintain this momentum, they will need to show signs of diminishing risk and even improved performance in the latter part of FY20. We will be tracking loan book growth, net interest margin and outlook, credit quality and provisioning and capital. Continue…

by Stuart Jackson Posted in Video Insights.

• watch video
• save this article
• POSTED IN Video Insights.