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Money News 05.03.2019
Roger Montgomery
March 7, 2019
In this interview on Money News, Roger discussed the results from the recent earnings season. Those considered small caps, the ratio of companies downgrading their guidance for the next 12 months was 3:1 and for the top 100 companies twice as many are downgrading than upgrading. How will this play out for the general economy?
by Roger Montgomery Posted in Radio.
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Say farewell to the infrastructure boom
Andreas Lundberg
March 6, 2019
In recent years, state budgets have benefited from rising revenues, particularly from stamp duty. But now that revenue stream is being squeezed, particularly in New South Wales and Victoria. This decline in revenue could be a real issue for businesses that rely on state infrastructure spending. Continue…
by Andreas Lundberg Posted in Market commentary.
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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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