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The biggest winners from the Federal Election
Stuart Jackson
May 23, 2019
The ASX All Ordinaries index jumped to an 11-year high immediately after the Coalition won the recent Federal Election. It was boosted in particular by share price spikes in the big banks and health insurers. Whether these gains are sustainable remains to be seen. Continue…
by Stuart Jackson Posted in Companies, Market commentary.
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Is Lynas an unlikely winner from a protracted trade war?
Joseph Kim
May 22, 2019
After initially bursting on to fund managers’ radars in early 2010 with a spike in prices, rare-earths producer Lynas (ASX:LYC) has been trading in relative obscurity for most of the decade as the company battled a myriad of issues that impacted its share price – including lower rare-earth prices, higher capital costs, regulatory uncertainty, balance sheet stress, slower than expected production ramp-up and significant board and management upheaval. Continue…
by Joseph Kim Posted in Companies.
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Money News 21.05.2019
Roger Montgomery
May 22, 2019
In this interview on Money News, Roger discusses the impact the Federal Election had on markets. Following the surprise result we have seen a rally in the banks. Is this due to the fear of losing franking credits under a Labor government prior to the result?
by Roger Montgomery Posted in Radio.
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Will be see an unwind of the boom in unicorns?
Roger Montgomery
May 21, 2019
In this week’s video insight Roger takes a closer look at private equity. With interest rates declining over recent years, investors have fled from cash into fast growing start-ups. Although how can the multiples of these companies keep expanding if they are profitless?
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Beware: Watch for falling WAAAX!
Roger Montgomery
May 21, 2019
Do Australia’s rocketing tech stocks – particularly the so-called WAAAX stocks Wisetech, Afterpay, Altium, Appen and Xero – deserve their lofty premiums? The market certainly thinks so. But I’m not so sure. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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