On Tuesday, market watchers in Australia were collectively scratching their heads in surprise to the Wesfarmers bid for Lynas Corporation (ASX:LYC). It is well known that Wesfarmers is looking to invest capital having spun off Coles last year, but if you had asked all the fund managers and analysts in Australia to rank their potential targets, Lynas would be very unlikely to appear high on anyone’s list. Continue…

by Andreas Lundberg Posted in Companies.

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In this interview on Money News, Roger discusses his view on the talk of a recession being premature. We are seeing a slowdown but the Government has the ability to decrease taxes and the RBA can cut rates.

by Roger Montgomery Posted in Radio.

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Around the world, car sales are declining. From the United States to China, car lots are suffering from increasing unsold inventory. In China, for example, automobile sales fell 13.9 per cent in November from a year earlier, the steepest such drop in more than six years, and for 2018, car sales recorded their first annual fall in two decades, declining 6 per cent. Continue…

by Roger Montgomery Posted in Companies.

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In this radio program with Philip Clark, Roger discusses interest rates. November 2010 was the last time the RBA increased interest rates, and there is currently a lot of commentary that rates will fall once again. Is it possible they go as low as 0 per cent? Listen here.

by Roger Montgomery Posted in Radio.

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A growing band of commentators are pondering whether Australian rates might fall further. Importantly, for investors, rate cuts from already ultra-low levels should have a positive effect on asset prices – particularly property – but the effect could be more muted, even with strong debt serviceability, given already record levels of household debt. Begging the question of whether the RBA has something else in its arsenal.  Under most scenarios it does appear as though housing will be a low return asset class for some time. Continue…

by Roger Montgomery Posted in Market commentary.

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We received the following feedback from an investor this week: It’s a mystery to me how MOGL is priced, the dynamics on the share price seem to defy the market. So we thought we would give you some more information on this. Continue…

by Dean Curnow Posted in Montgomery News and Updates.

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by Roger Montgomery's Team Posted in Old Content.

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Should you be buying banks shares and taking dividends or borrowing from the banks and buying property? Roger joined Reuben Zelwer on the Finance Hour to answer this question and provide some insight into current market conditions.

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

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