While achieving revenue growth is proving to be challenging for the banks at present with the impact of ultra-low interest rates and the effects of the Hayne Royal Commission, there are parts of the credit market that are generating very strong growth. Continue…

by Stuart Jackson Posted in Companies, Financial Services, Stocks We Like.

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Back in October, we made the case that NEXTDC’s (ASX:NXT) material share price underperformance would be temporary and that there were catalysts ahead that would bring that to an end. Today, we update our thesis post NXT’s 1H20 results and outlook. So, what did we learn and how do our learnings apply to our NXT’s thesis drivers? Continue…

by Gary Rollo Posted in Companies, Stocks We Like.

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Can you see how coronavirus can be contained? Let’s think practically about this, especially in light of the revelation that the incubation period may be longer than two weeks and is infectious before symptoms present. Continue…

by Roger Montgomery Posted in Global markets, Market commentary.

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The share prices of the four major players in the Australian salary packaging and fleet management sector have been significantly marked down in recent months. Does this negativity create a buying opportunity? Continue…

by David Buckland Posted in Companies.

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Roger joined Janine on Money News to discuss the coronavirus. With Australia leading the world declaring the coronavirus a pandemic, is the worst yet to come? Or will this present opportunities for patient investors?

by Roger Montgomery Posted in Radio.

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by Roger Montgomery's Team Posted in Old Content.

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They say 12 months is a long time in financial markets, but I think 12 months has been an even greater length of time in the financial planning market. Since I previously wrote about the changing advice landscape in Australia, four large financial planning licenses have ceased to exist, with a few more to close doors as the Commonwealth Bank of Australia follow Westpac’s lead in stepping away from the licensee space. Continue…

by Dean Curnow Posted in Financial Services.

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In this week’s video insight Roger provides an update on the coronavirus. With the death toll now more than 2,700 and more than 80,000 global cases. Additionally, the Mayor of San Francisco has declared a state of emergency, hotels are in lockdown in Italy and Austria, and the virus is spreading in Iran, Croatia and Switzerland.  Other than the last two days of selling, markets have been relatively sanguine about the coronavirus with the S&P500 hitting record highs just last week. Why? Continue…

by Roger Montgomery Posted in Editor's Pick, Video Insights.

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