Search Results for: property
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After a big price drop, is IPH now a buy?
Ben MacNevin
September 2, 2016
IPH (ASX: IPH) was one of 2014’s hottest floats. It listed at $2.10 and peaked at $9.34 in February 2016. But with its share price now below $5.50, does IPH present an investment opportunity? Continue…
by Ben MacNevin Posted in Companies.
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Through my telescope, I see a property bubble forming
Roger Montgomery
September 1, 2016
Another week, another set of entertaining quotes from the auction rooms as a fresh wave of investors bids over the reserve for a piece of Sydney real estate. Oh, yes, you gotta love asset bubbles. They produce quotes that, when told on the other side of the crash, seem so ridiculous they’re unbelievable. Continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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Why we prefer to hold, and not TradeMe
Stuart Jackson
August 31, 2016
TradeMe is New Zealand’s leading online marketplace. It’s like eBay, REA, CAR and SEK all rolled into one. Having upgraded its trading platform, the company is set to return to strong earnings growth from FY17. TradeMe fits a number of our preferred investment characteristics, and we continue to hold it in our funds. Continue…
by Stuart Jackson Posted in Companies.
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Are the retailers cashing in or out?
Roger Montgomery
August 18, 2016
From the corner bakery and coffee shop to big box retailers, there are almost 140,000 retail businesses in Australia. Collectively, they account for more than 4 per cent of GDP and just over 10 per cent of employment.
by Roger Montgomery Posted in Consumer discretionary.
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JB Hi-Fi and the property boom
Roger Montgomery
August 16, 2016
In this interview with Ross Greenwood, Roger discusses JB Hi-Fi’s share price and property prices.
by Roger Montgomery Posted in Radio.
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Don’t bet on rates staying lower for longer
Roger Montgomery
August 10, 2016
Australians are getting used to super-low interest rates, and eye-watering loan amounts, particularly for property purchases. Along the way, the household debt burden as a percentage of disposable income has ballooned out from 170% to 185% since 2008. This is nosebleed territory. Is it time to be concerned? We think so. Continue…
by Roger Montgomery Posted in Economics, Editor's Pick, Property.
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How to assess Henderson post-Brexit
Scott Shuttleworth
August 9, 2016
Before Brexit, Henderson Group PLC (ASX: HGG) was a core holding for many Australian investors seeking international exposure. Since then, its share price has plunged about 20 per cent. HGG has just reported its 1H16 result, and we still like the business, but there are some provisos. Continue…
by Scott Shuttleworth Posted in Financial Services, Stocks We Like.
TaggedBrexit, Henderson Group (HGG)- 2 Comments
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POSTED IN Financial Services, Stocks We Like.TaggedBrexit, Henderson Group (HGG)
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Investors beware and don’t get used to these low interest rates
Roger Montgomery
August 6, 2016
In this column published in The Australian, Roger comments that investors in shares, property and other high priced assets can, at best, expect only low returns. At worst, violent volatility will accompany those low returns. Low interest rates aren’t normal and they aren’t permanent so don’t get used to them. Read here.
by Roger Montgomery Posted in In the Press.
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Stand by for a big correction in apartment prices
Roger Montgomery
August 4, 2016
Are you worried about housing affordability? Anxious that your kids can’t even get onto the property ladder, never mind climb it? Well, an oversupply of apartments, plus an increasing number of failed settlements, means all that is about to change. Cheaper apartments are on the way. Continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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Under pressure
Stuart Jackson
August 3, 2016
After the RBA’s latest cut to official rates, many investors will be tempted to take some of their money out of cash in pursuit of the high dividend yields offered by our banks. But are these yields sustainable as the banks feel the squeeze from margin pressure and increased liquidity requirements? Continue…
by Stuart Jackson Posted in Economics, Financial Services.
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Look who else is worried about house prices
David Buckland
July 19, 2016
The RBA is not alone in voicing concerns about soaring house prices. Across the ditch, the Reserve Bank of New Zealand (RBNZ) has warned that a severe fall in house prices could cause major and long-lasting damage to households and the broader economy. Continue…
by David Buckland Posted in Property.
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We better get used to ‘lower for longer’
Roger Montgomery
July 14, 2016
Around the world five-year government bonds are paying paltry returns to their investors. Indeed, in some countries, rates are negative. Continue…
by Roger Montgomery Posted in Global markets.
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Stocks We Like – REA Group
Roger Montgomery
July 13, 2016
When holding cash, it is tempting to believe there was always something to buy. Sadly, because our criteria for quality and value are so high, there are days and weeks when we come into work and there is precious little investing to do. Continue…
by Roger Montgomery Posted in Market commentary, Stocks We Like.
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Property can only produce modest returns
Roger Montgomery
July 11, 2016
As mortgage interest rates in Australia have declined from more than 18 per cent in the late 1980s to just on 4 per cent today, house prices have become more expensive relative to incomes. Continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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Property can only produce modest returns
Roger Montgomery
July 11, 2016
In this column published in The Australian, Roger discusses whether the good times are over for property as mortgage interest rates in Australia have declined from more than 18 per cent in the late 1980s to just on 4 per cent today Read here.
by Roger Montgomery Posted in In the Press.
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How resilient are you?
Scott Phillips
July 8, 2016
There are tonnes of articles and “expert” commentary on stocks, bonds or currencies that are expected to do well or expected to fail. Pundits saying how the latest political events will impact ‘the market’ and providing their opinion on how to protect the downside, upside or even the flipside of your portfolio! Continue…
by Scott Phillips Posted in Investing Education.
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Interest rate rises could smash apartment market by 20 per cent: AMP Capital
Roger Montgomery
July 7, 2016
Frank Chung writes an article about how Australia could be heading for an apartment market crash of epic proportions. He mentions Roger Montgomery and his view on future property prices. Read here.
by Roger Montgomery Posted in In the Press.
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Should you choose property or shares?
Roger Montgomery
July 1, 2016
Lachlan Colquhoun writes an article about whether investors should choose property or shares. He mentions Roger Montgomery. Read here.
by Roger Montgomery Posted in On the Internet.
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How to pick the best growth stocks
Roger Montgomery
June 28, 2016
As a long-term investor I know our clients will do just fine if we own shares in companies able to reinvest capital at high rates of return. If I auctioned a $100 million bank account earning an enduring 20 per cent interest rate, I would receive more for it than a bank account with $10 million earning the same 20 per cent. Continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education, Market commentary.
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Cash is king when the market holds the aces
Roger Montgomery
June 27, 2016
Cash. For such a simple investment, it can cause an awful lot of grief. Continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education, Market commentary.