Bond markets signal caution – time to pay attention READ HERE to learn more.
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Why we think Corporate Travel Management’s recent acquisition is a game changer
Dominic Rose
October 6, 2020
Corporate Travel Management (ASX:CTD) announced last week the US$200 million acquisition of US-based Travel & Transport (T&T) which transforms the company’s North American business and positions the company as the global leader in mid-market corporate travel services. Continue…
by Dominic Rose Posted in Companies, Stocks We Like.
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An exciting growth stock: Macquarie Telecom
Roger Montgomery
October 6, 2020
In this week’s video insight Roger discusses cloud computing and a small cap opportunity in the space. We currently believe companies within this sector will see a long runway for growth. One company delivering the framework on which this innovation cycle is being built is Macquarie Telecom. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
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Will the mania for EV stocks be a highway to hell for investors?
Roger Montgomery
September 30, 2020
What is it with investors and electric vehicle companies? I get that the demand for battery-powered vehicles is rising. And that the potential market is huge. But what we are seeing right now is a turbo-charged speculative fervour that is off the charts. And to me, that’s batty. Continue…
by Roger Montgomery Posted in Companies.
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Why you shouldn’t be spooked by the rise of zombie companies
Roger Montgomery
September 30, 2020
Are you concerned about the increasing number of zombie companies and a looming tech bubble? Well, perhaps the situation is not as worrying as it seems. With governments and central banks continuing to pump money into the economy, share prices could be held aloft for some time yet. Continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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What was the point of the Banking Royal Commission?
Andreas Lundberg
September 29, 2020
Just last week, the Federal Government decided to loosen lending requirements for Australian banks – a move that’s completely at odds with the recommendations of the Commissioner, Kenneth Haynes. Sure, investors seemed to like the decision, pushing bank stocks higher. But will this all end badly, once again? Continue…
by Andreas Lundberg Posted in Editor's Pick, Financial Services.
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