Watch our latest Ausbiz event: Private credit – calm amid market mayhem WATCH HERE.
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Retail Sales, the saddest since the recession
Roger Montgomery
December 6, 2019
The Australian Bureau of Statistics (ABS) has reported the first annual decline in retail sales volumes since the recession of 1990-91. This comes just a day after Australia’s national accounts revealed household consumption is the weakest it has been since the Global Financial Crisis. Continue…
by Roger Montgomery Posted in Consumer discretionary.
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Why the government’s new NBN bill is bad policy
Andreas Lundberg
December 6, 2019
The Minister for Communications, Paul Fletcher MP, recently reintroduced the Telecommunications (Regional Broadband Scheme) Charge Bill 2019 to Federal parliament. The purpose of the bill is to introduce a levy of $7.10 per month on any home or business that opts not to use the National Broadband Network (NBN) to connect to the internet. For several reasons, I think this is bad public policy. Continue…
by Andreas Lundberg Posted in Technology & Telecommunications.
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Avita on Mad Money
Roger Montgomery
December 5, 2019
Sometimes value is visible in plain sight. Avita Medical’s (ASX: AVH) RECELL technology solution for burns patients represents the commercialisation of the invention of West Australian, Fiona Wood. Continue…
by Roger Montgomery Posted in On the Internet.
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MEDIA
Money News 04.12.2019
Roger Montgomery
December 5, 2019
Roger Montgomery joined Ross Greenwood on Money News to discuss why unconventional monetary policy options haven’t really worked to stimulate the economy. Should we have had a recession instead?
by Roger Montgomery Posted in Radio.
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US equities will head higher in 2020, says Credit Suisse
David Buckland
December 5, 2019
Our friends at Credit Suisse have fished out the crystal ball to give us a snapshot of the likely year ahead for US equities. The good news is that next year should deliver more solid returns for investors. Continue…
by David Buckland Posted in Global markets, Market commentary.
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ABC Nightlife – stock markets fall
Roger Montgomery
December 4, 2019
In this radio program with Philip Clark, Roger discusses market outlooks following the dismal day on Tuesday, with the Australian share marketing dropping more than 2 per cent and every company in the top 50 declining. Listen here.
by Roger Montgomery Posted in Radio.
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Welcome Toby to the team
Dean Curnow
December 4, 2019
When I joined Montgomery back in June 2016, the firm had roughly 5,000 private investors within five funds with 16 staff across domestic and global equities based out of one office in Ultimo. Fast forward to today, the firms is privileged to be working for more than 8,000 private investors within nine different funds with 28 staff across our domestic and global businesses based out of Sydney, Surry Hills and New York. Continue…
by Dean Curnow Posted in Montgomery News and Updates.
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Is PointsBet Holdings worth a bet?
Gary Rollo
December 3, 2019
Finding growth businesses with a long runway of opportunity, that can also grow independent of the economic cycle, can feel a bit like looking for a needle in a haystack. But we think PointsBet Holdings (ASX:PBH) is one of those businesses. PointsBet Holdings is at the ground floor of the commercialisation of legal online sports betting in the US. Its share price has doubled since June and we think there’s more growth to come. Continue…
by Gary Rollo Posted in Companies, Stocks We Like.
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