Roger appeared on Your Money’s Trading Day Live to discuss whether a housing crash is ensured without any action? An increase in unemployment in the construction sector will also have an impact on the retail sector and consumer finance businesses.

by Roger Montgomery Posted in TV Appearances.

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Since writing on Uniti Wireless Limited (ASX: UWL) five weeks ago, two things have occurred. Firstly, the company has announced two acquisitions. Pivit Pty Ltd was acquired for approximately $0.45 million inclusive of all customer assets, brand and associated intellectual property and more recently Fone Dynamics was acquired for between $5.04 million and $8.4 million, depending on their EBITDA in each of the years to June 2019 (base consideration) and the year to June 2020 (performance-based consideration). Continue…

by David Buckland Posted in Companies.

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In this radio program with Philip Clark, Roger discusses the current state of the Australian economy. Interest rates were left on hold by the RBA, and we could soon see a big drop in construction activity – which will cause higher unemployment rates and less discretionary spending. Looking globally, there are signs of a bubble in tech stocks, and the phenomenon of companies like Uber which have sucked up billions of dollars of investment money without turning a profit. Listen here.

by Roger Montgomery Posted in Radio.

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We’ve known for some time that the sharp decline in building approvals would lead to an equally sharp decline in construction activity. It has been our view that because building approvals have already fallen from 280,000 dwellings to 170,000 dwellings, a consequent decline in building activity would start to be seen about now. Continue…

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

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by Roger Montgomery's Team Posted in Old Content.

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In this interview on Money News, Roger discusses the RBA’s decision to keep rates on hold. Cutting rates without more relaxed lending standards won’t make a difference, we need to see the banks have the ability to lend within a sensible stress-lending test. Will this create issues if unemployment spikes?

by Roger Montgomery Posted in Radio.

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Uber says it is only in the early stages of capturing a $12 trillion total addressable market that includes personal mobility, food delivery, and freight shipping. So, if you believe its prospectus, the potential upside should be huge. But how realistic are its aspirations? Continue…

by Roger Montgomery Posted in Companies.

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by Roger Montgomery's Team Posted in Old Content.

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