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TUAS is calling! Should you answer?
Roger Montgomery
April 2, 2025
TUAS (ASX:TUA) (pronounced ‘Too-as’) is a company we have written about on the blog several times. Back in April 2024 on a ‘Spark you F.I.R.E’ podcast with Jazz Sidana, I noted that it was difficult to establish a confident valuation on this company (which at the time held a share price of $3.84) given the lack of sufficient information available. Continue…
by Roger Montgomery Posted in Companies.
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ASX vs. S&P 500 – Where should retirees lay their nest egg?
Roger Montgomery
April 1, 2025
The debate about whether Australian retirees in pension phase (paying no tax) are better off in ASX-listed stocks, or the U.S. companies of the S&P 500 continues to rage.
Australian listed companies are known for their relatively high dividend payout ratios. It is estimated that, in aggregate, about 80 per cent of ASX 200 company profits are paid out as dividends.
Part of the reason is that our tax system causes companies to accumulate franking credits that have zero value to them but huge value to retiree shareholders. Continue…
by Roger Montgomery Posted in Investing Education.
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Ausbiz The Last Call – ‘Liberation’ looms large
Roger Montgomery
March 31, 2025
I joined Ausbiz last week with fellow panellists Josh Gilbert from eToro and Grady Wulff from Bell Direct, to discuss a range of developments shaping the current economic and political landscape. Continue…
by Roger Montgomery Posted in TV Appearances.
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When catalysts aren’t catalysts – a look into the causes of market corrections
Roger Montgomery
March 31, 2025
I recently met with a young investor and trader, who was just beginning their market journey. During our conversation, he noted he was currently biased towards a market correction but was waiting for a catalyst.
The idea that a catalyst is required for a stock market correction is a flawed one. Corrections can occur without an apparent trigger – just ask those people still debating the cause of the 1987 crash (also known as Black Monday), a severe unexpected stock market crash leading to a worldwide loss of ~US$1.71 trillion).
by Roger Montgomery Posted in Global markets, Market commentary.
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Electric Vehicle sales stumble in Australia despite cheaper Chinese imports and hybrid surge
Roger Montgomery
March 28, 2025
Sales of new vehicles in Australia depict a clouded and muted picture. The market has faced its seventh decline in the last eight months, with February sales down 7.9 per cent compared to the same period last year. However, it’s important to note that the February 2025 figures represent the second highest February volume on record, surpassed only by last year. Continue…
by Roger Montgomery Posted in Manufacturing.
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Improving the return on your liquid assets
David Buckland
March 27, 2025
In this week’s video insight, I discuss how investors can potentially improve the return on their liquid assets by incorporating private credit in their portfolios.
Following the Reserve Bank of Australia’s (RBA) recent interest rate cut, Aura’s two private credit funds – the Aura Core Income Fund and the Aura Private Credit Income Fund – currently deliver higher yields when compared to traditional term deposits. Continue…
by David Buckland Posted in Aura Group, Video Insights.
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Housing crisis? What housing crisis? A look into the political paralysis behind the housing shortage
Roger Montgomery
March 27, 2025
Heidi Cuthbert’s article, “Why no one really wants to fix the housing crisis,” (21 March 2025), offers a sobering look at Australia’s escalating housing affordability crisis. Cuthbert highlights the rather staggering statistic that median mortgage repayments now consume just over 50 per cent of household income, and in doing so, underscores the severity of the issue. Continue…
by Roger Montgomery Posted in Property.
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With all the current talk of a stockmarket correction, you might have entirely missed another example of irrational exuberance followed by despondency. What we have here is another period that offered an important lesson for investors – the need to adapt.