Government stimulus measures and lockdowns have led to behavioural changes that have benefited some businesses while hampering others. But, as these stimulus measures taper, and restrictions ease, we’re likely to see a lot of spending habits return to ‘normal’. And that could have a big impact on many businesses, and their share prices. Continue…

by Roger Montgomery Posted in Market commentary.

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Roger joined David Taylor and Linda Mottram on PM, ABC radio to discuss how companies slashing their dividends will impact retirees. Despite the Commonwealth Bank’s $9.6 billion profit, the bank has reduced its dividend and this comes along side a number of other companies. With retirees being forced to migrate out of term deposits and into higher risk asset classes for their income, how will they be able to sustain their retirement? Listen here. 

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

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by Roger Montgomery's Team Posted in Old Content.

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by Roger Montgomery's Team Posted in Old Content.

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Despite the incredibly strong market recovery since the COVID-19 lows recorded in late-March, price moves have been far from uniform.  Areas that have been hardest hit from various shutdowns include resorts and cruise lines, airlines, energy stocks and financials. At the other extreme, companies deemed to be clear beneficiaries from the work from home theme have enjoyed excellent share price moves. Continue…

by David Buckland Posted in Companies, Technology & Telecommunications.

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Property advertising platform, REA Group (ASX:REA), was one of the first businesses to announce its results this reporting season. Given the COVID-related restrictions on real estate transactions, it was a strong performance.  And, pleasingly for investors, the company will be paying a dividend. Continue…

by Joseph Kim Posted in Companies, Property, Stocks We Like.

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