JobKeeper has been incredibly important in supporting consumer spending in Australia. But recent data show that spending could be plateauing – even before JobKeeper is wound back. This could signal even worse times ahead for many businesses. Continue…

by Stuart Jackson Posted in Consumer discretionary, Market commentary.

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Roger joined Jordan Michaelides on the Margin Call Podcast to talk about the COVID-19 situation in Australia, and how we are in a health and economic crises but not a financial crisis. They cover headwinds and tailwinds for the Australian economy, current share markets and opportunities this presents for value investors.

by Roger Montgomery Posted in Editor's Pick, Podcast Channel.

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With reporting season kicking off in Australia, we expect the disparity between earnings expectations and results to be the widest in memory. As an example, pump and filter manufacturing company GUD Holdings Limited has stated the demand environment is simply too dynamic to be able to provide guidance. Continue…

by Roger Montgomery Posted in Companies.

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by Roger Montgomery's Team Posted in Old Content.

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The latest economic update from the Federal Treasurer includes an assumption that net overseas migration will plummet as a result of COVID-19 related travel restrictions. Given that overseas migration is a major driver of property prices and construction activity, this will put a dampener on prices and have a major impact on employment. Continue…

by Andreas Lundberg Posted in Property.

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by Roger Montgomery's Team Posted in Old Content.

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by Montaka Montaka Global Investments Posted in Technology & Telecommunications.

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Structural growth companies – like Appen (ASX:APX) and Nanosonics (ASX:NAN) – are generally involved in cloud-based technology, data centres, digital payments, e-commerce and medical technology.  Importantly, they can grow regardless of the COVID-19 crisis and the broader economic cycle. Which is the reason we hold an overweight position in our small companies portfolio. Continue…

by David Buckland Posted in Companies, Stocks We Like.

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