Federal government moves to re-assess Australia’s high immigration rate could lead to a cut in migrant numbers. This is potentially bad news for the nation’s property and infrastructure developers. Continue…

by Andreas Lundberg Posted in Market commentary.

• 1 Comments
• save this article
• 1
• POSTED IN Market commentary.

by Roger Montgomery's Team Posted in Old Content.

• Enter your password to view comments.
• save this article
• Enter your password to view comments.
• POSTED IN Old Content.

by Roger Montgomery's Team Posted in Old Content.

• Enter your password to view comments.
• save this article
• Enter your password to view comments.
• POSTED IN Old Content.

In this week’s video insight, Roger takes a look at what the future holds for the residential construction industry. We have maintained the view that retailers will report reasonable numbers for FY19 with construction activity still strong as homes that were ordered a year or two ago are still under construction. But once those homes are completed, will the picture for retailers deteriorate rapidly?

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

• watch video
• save this article
• POSTED IN Editor's Pick, Video Insights.

by Roger Montgomery's Team Posted in Old Content.

• Enter your password to view comments.
• save this article
• Enter your password to view comments.
• POSTED IN Old Content.

Twelve months ago, we saw compelling value in Telstra (ASX: TLS). Since then, its share price has shot up 40 per cent, and it may have further to run. In a market where it’s tough to find value, we think the healthcare business, Healius, could be the next company to outperform. Continue…

by Tim Kelley Posted in Companies, Stocks We Like.

• 1 Comments
• save this article
• 1
• POSTED IN Companies, Stocks We Like.

In this interview on Money News Roger and Ross discuss the current protests in Hong Kong, what will happen if Chinese troops step in? On a domestic note, with a rising population should you be looking for opportunities in the industrials sector?

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

• save this article
• POSTED IN Editor's Pick, Radio.

Is that all there is to a housing slump? Well, yes, according to REA Group, which recently reported a decent set of numbers for the year, and expects a significantly better residential listings market in the months ahead. Continue…

by Roger Montgomery Posted in Companies.

• 7 Comments
• save this article
• 7
• POSTED IN Companies.