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Money News 13.03.2019
Roger Montgomery
March 15, 2019
In this interview on Money News, Roger discusses why house prices could have further to fall. There are three reasons pointing to a further decline, and this might impact the third biggest employer in Australia – the construction sector.
by Roger Montgomery Posted in Radio.
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Reporting season highlights opportunities for value investors
Roger Montgomery
March 15, 2019
While the recent reporting season painted a mixed picture about the outlook for Australia, it also left me optimistic. Any bouts of volatility this year will provide investment managers like us with the opportunity to find value among quality businesses. Let me explain. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Are the M2 Telecommunications team getting the band back together?
David Buckland
March 14, 2019
I believe Vaughan Bowen is one of Australia’s great telecommunications entrepreneurs. Vaughan was the founder of M2 Telecommunications, which proved exceptionally rewarding for its long-term shareholders. After floating on the ASX in October 2004 for $0.25, it proceeded to rally to $11.00 – whilst paying out an aggregate $1.23 in dividends – over the ensuing ten-and-a-half year period. Continue…
by David Buckland Posted in Technology & Telecommunications.
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BUSINESS CONDITIONS LOOK TO BE GETTING WORSE
Andreas Lundberg
March 14, 2019
NAB’s February business survey, published 12 March, paints a truly bleak picture, particularly for retailers. It shows that Australian business conditions – namely, sales and profitability – are worsening at an accelerating pace. Not surprisingly, business confidence is also on the skids. Continue…
by Andreas Lundberg Posted in Market commentary.
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Will we see a further decline in the Australian property market?
Roger Montgomery
March 13, 2019
While APRA has not yet released the data for the December 2018 quarter for housing loan approvals, we can see September 2018 showed a 56 per cent decline of interest only loans approved. With investors less active and less foreign buyers, and new buyers at 17-years lows, it seems the real decline in residential building activity is yet to materialise as we look at the correlation between building approvals and building starts.
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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