This week, i joined the 'Equity mates' podcast to discuss the current state of the market LISTEN NOW
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Australia heads for a car sales crash
Roger Montgomery
March 5, 2019
Is Australia’s debt-fuelled party about to end? It looks like it. National new car sales have fallen off a cliff. This new era of belt tightening poses a threat to the national economy. Continue…
by Roger Montgomery Posted in Editor's Pick, Manufacturing.
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The need to consider the balance sheet effects of credit-induced growth
David Buckland
March 5, 2019
In this week’s video insight David takes a look at debt-inducted growth, focusing on China, and the balance sheet effects impacting the world’s credit. In 2018 the Shanghai Composite Index was one of the worst performing stock markets in the world, down 25 per cent and this decline coincided with the level of Chinese bond defaults exploding to over US$23 billion.
by David Buckland Posted in Video Insights.
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What impacts Sydney Airport’s cash-flow and dividends?
Joseph Kim
March 5, 2019
This part of the deep dive analysis into Sydney Airport (ASX:SYD) will look at SYD’s capital expenditure and capital structure and how this impacts the all-important free cash-flow and dividend profile of the company. Continue…
by Joseph Kim Posted in Companies.
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Acquiring versus Outsourcing Expertise
David Buckland
March 1, 2019
Research shows that investing in the stock market over a long-term will produce higher returns than any other asset class. Although investors have to be able to withstand the volatility and some expertise is required. Where should one gain this expertise? Continue…
by David Buckland Posted in Investing Education.
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The Netwealth Portfolio Construction Podcast featuring Roger Montgomery
Roger Montgomery
March 1, 2019
Roger joined Paul O’Connor the Head of Investment Management & Research for Netwealth on a podcast designed to shed some light on the investing landscape. In this episode they cover where we currently are in the economic cycle and potential opportunities for investors.
by Roger Montgomery Posted in Media Room.
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Does criticism of Buffett signal a market top?
Roger Montgomery
February 28, 2019
For 10 years now, the S&P 500 has been on a run, soaring from under 800 points to around 2800 points. But is this as good as it gets for now? Warren Buffett seems to think so. And criticism of his recent investment decisions could signal that the market is due a breather. Continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.
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