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For today’s investor, returns aren’t what they used to be
Tim Kelley
November 20, 2019
With rising stock prices and falling yields, long-term equity investors can expect a lower return today than in years gone by. How tough do they have it? Continue…
by Tim Kelley Posted in Investing Education.
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It’s time to speak out against China’s authoritarian policies
Roger Montgomery
November 20, 2019
Sorry to let ethics creep into my blog, but sometimes you just have to make a statement. You see, right now, China is carrying out highly repressive policies reminiscent of George Orwell’s Nineteen Eighty-Four. Given China’s global ambitions, these are scary times not just for Chinese people, but for all people who value freedom and democracy. Continue…
by Roger Montgomery Posted in Editor's Pick, Insightful Insights.
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One cycle underway and two more getting started
Gary Rollo
November 19, 2019
In this video for Livewire Gary outlines two cycles that he believes are about to take a turn for the better and shares one of the ways he is investing to gain exposure. Watch here.
by Gary Rollo Posted in On the Internet.
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With new car sales falling, what is AP Eagers really worth?
Roger Montgomery
November 19, 2019
AP Eagers’ (ASX:APE) share price has dropped around 30 per cent since 30 September. Unfortunately, there could be more pain ahead as the market digests the impacts of falling car sales and the wisdom of the Automotive Holdings Group takeover earlier this year. Continue…
by Roger Montgomery Posted in Companies.
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Industries most affected by the East Coast drought
Andreas Lundberg
November 19, 2019
The drought currently impacting much of eastern Australia is already having significant impacts on numerous businesses and industries. With the Australian Bureau of Meteorology forecasting drier than average conditions for the second half of November and December, it’s worth considering which industries could feel the most pain. Continue…
by Andreas Lundberg Posted in Companies, Investing Education.
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The investment case for EML just got stronger
Dominic Rose
November 18, 2019
EML Payments (ASX:EML), an Australian FinTech that specialises in digital gift cards and pre-paid cards, is a core holding in the Montgomery Small Companies Fund. Making EML even more compelling is the recent transformational acquisition of Prepaid Financial Services. Continue…
by Dominic Rose Posted in Companies, Stocks We Like.
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Lots of good reasons for house prices to keep on rising
Roger Montgomery
November 18, 2019
Well, what do you know – national house and apartment prices are on a tear again. Although the national median house price is not back to where it was around two years ago, there’s every chance it soon will be. And that’s good news for Australia’s property investors. Continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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