by Roger Montgomery's Team Posted in Old Content.

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If you’re holding shares in an Australian bank – particularly National Australia Bank (ASX:NAB), Westpac (ASX:WBC) or Australia and New Zealand Banking Group (ASX:ANZ) – then you’re likely feeling less wealthy than you were back before Coronavirus was a household word. In just two months, the market has priced in the impact of loan losses by the banks and the potential need for dilutive equity raisings. And the worst may not be over. Continue…

by Stuart Jackson Posted in Companies, Financial Services.

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Investing in small cap mining services firms is not for the faint hearted given their exposure to the commodities cycle. But with the sector down around 40 per cent year to date (vs Small Ords down 23 per cent), and most major miners continuing to produce, we see value as attractive for the risk. There are four companies we particularly like.
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by Dominic Rose Posted in Companies, Stocks We Like.

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by Roger Montgomery's Team Posted in Old Content.

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Stuck with one per cent returns on cash balances, investors migrated to equities for their superior yields and hoped-for capital gains. What was forgotten in the mad dash for a better return, was that ‘one per cent is better than minus twenty.’ Continue…

by Roger Montgomery Posted in Whitepapers.

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by Roger Montgomery's Team Posted in Old Content.

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When you compare our COVID-19 experience to that of other countries, it’s clear that our governments – at all levels – have done a stellar job in keeping almost all of us safe. They’ve done this by shutting down much of our economy. But now they’re faced with the inevitable dilemma: how soon to open it again? Continue…

by Roger Montgomery Posted in Market commentary.

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by Roger Montgomery's Team Posted in Old Content.

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