End of an epoch - Warren Buffet retires. What do investors need to know? READ HERE to learn more.
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Keep an eye on firms exposed to residential building
Roger Montgomery
August 6, 2019
With the market on a tear, bargains are hard to come by. But patient investors might soon find some joy in businesses exposed to the residential construction sector – potentially firms like Bingo and Nick Scali – whose share prices could come off as construction activity softens. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Property.
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The economics of enough
Roger Montgomery
August 5, 2019
Roger joined Patrick Poke on Livewire’s podcast The Rules of Investing to discuss what “quality” really means to him, some lessons on late cycle investing from Buffett himself, and two outwardly-similar companies with very different long term prospects.
by Roger Montgomery Posted in Podcast Channel.
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Why crazy valuations could stick around for some time yet
Roger Montgomery
August 5, 2019
It’s hard not to be puzzled by the parallel existence of sluggish global growth and record-breaking markets. But with interest rates set to remain low into the foreseeable future, it looks like this period of crazy valuations has more time to run. Continue…
by Roger Montgomery Posted in Market commentary.
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Could reporting season unearth some bargains?
Andreas Lundberg
August 1, 2019
As many readers are probably aware, 1 August is the kick-off for reporting season. A recent report by JP Morgan confirms what we’ve been thinking for some time – the Australian market looks very expensive. With reporting season set to start, we’re about to get a really good picture or whether or not we’re right. Continue…
by Andreas Lundberg Posted in Market commentary.
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