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It’s time to be prudent as the end of the boom draws closer
Roger Montgomery
August 15, 2017
The increasing flow of money into riskier ‘investments’ is making us ever more cautious. After all, every boom must come to an end. So what does holding high levels of cash mean? In the short term, it may mean we lag some of our peers. But, longer term, we are convinced it will prove a very sound approach. Continue…
by Roger Montgomery Posted in Market commentary.
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Do Snapchat’s travails signal fewer opportunities for investors?
Daniel Wu
August 14, 2017
Snap Inc., the beleaguered parent company of disappearing-messages app Snapchat, was this year’s most hyped IPO. But today the company is trading well below its initial offer price, and nearly 30% of its free float is sold short. How did Snap find itself in this situation, and what do its travails mean for investors in the tech sector? Continue…
by Daniel Wu Posted in Companies, Global markets.
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How you can become a ‘superforecaster’
Ben MacNevin
August 14, 2017
According to the renowned US researcher, Philip Tetlock, elite forecasters (or ‘superforecasters’) have two traits in common. First, they update their forecasts more often than other forecasters. Second, they update in smaller increments. His findings have important implications for all long-term investors wanting to sharpen their forecasting skills. Continue…
by Ben MacNevin Posted in Investing Education.
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The disruption with forever consequences
Roger Montgomery
August 11, 2017
By now, we’re all well versed on the subject of Amazon disrupting retail, Aldi disrupting supermarkets and fintechs disrupting banking (admittedly to a significantly lesser extent). However, the most significant disruption is occurring right under our noses without us really noticing. Continue…
by Roger Montgomery Posted in Market commentary.
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Is there hidden upside in Carsales?
Tim Kelley
August 11, 2017
Carsales.com (ASX:CAR) has enjoyed a strong run since floating in 2009 at $3.50 per share and it’s a business we’ve held in high regard for some time. Continue…
by Tim Kelley Posted in Companies.
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Time for caution as the Dow hits 22,000
David Buckland
August 10, 2017
In just five years, spurred on by emergency low interest rates, the Dow Jones Industrial Average has raced from around 13,000 to 22,000 points. Little wonder some market analysts are saying US stocks are now in ‘nose-bleed’ territory. And this is borne out by key valuation indicators. Continue…
by David Buckland Posted in Market commentary.
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Businesses that could survive the Amazon onslaught
George Hadjia
August 10, 2017
Morgan Stanley’s tech team recently devised a framework to help investors consider which industries should withstand the impending Amazon threat. Labelled the BRIAN framework, it makes essential reading for all investors. Continue…
by George Hadjia Posted in Companies, Consumer discretionary.
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Money News 08.08.2017
Roger Montgomery
August 9, 2017
Roger Montgomery joined Ross Greenwood on Money News to discuss the reporting season and the current accusations against Commonwealth Bank and if they will impact its share price.
by Roger Montgomery Posted in Radio.
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