Home loan declines accelerated in January, falling 2.1 per cent in the month and 20.6 per cent compared to January 2018. This is the worst year-on-year fall since the GFC and loans are now down almost 25 per cent from their peak. How does this impact the mortgage system growth for the banks? Continue…

by Roger Montgomery Posted in Property.

• save this article
• POSTED IN Property.

In a recent report by BIS Research*, the autonomous vehicle market was estimated at 6.6 million units in 2017 and is anticipated to reach 67.5 million units by 2028. This new technology will have a disruptive impact on jobs, not to mention firms linked to the auto industry, like Sydney Airport (think car parking revenues), Cabcharge, Transurban, Automotive Holdings, AP Eagers and Carsales, Bapcor, Super Retail Group and many others. Continue…

by Roger Montgomery Posted in Technology & Telecommunications.

• 12 Comments
• save this article
• 12
• POSTED IN Technology & Telecommunications.

ASX-Listed crowdsourced data company, Appen (ASX:APX) has just announced its intention to purchase Figure Eight for its “Leading Tech Platform.” Appen will pay US$175 million upfront, which is circa 5.7 times 2018 revenue. It will also pay up to another US$125 million in March 2020 on outperformance of incremental 2019 subscription revenue targets. Continue…

by Roger Montgomery Posted in Companies.

• save this article
• POSTED IN Companies.

by Roger Montgomery's Team Posted in Old Content.

• Enter your password to view comments.
• save this article
• Enter your password to view comments.
• POSTED IN Old Content.

I think we could see another meaningful pullback in global equities, triggered by volatility in U.S. bond markets. It’s a scenario we are looking forward to as it creates a fresh opportunity to invest in quality businesses at the right price. Continue…

by Roger Montgomery Posted in Market commentary.

• 1 Comments
• save this article
• 1
• POSTED IN Market commentary.

Roger joined Ingrid Willinge on Your Money’s Trading Day Live to discuss Australia’s growth outlook. Is the RBA too aggressive with its GDP forecast? The weak data we see may force the RBA to revise their forecast and maybe even cut rates.

by Roger Montgomery Posted in TV Appearances.

• save this article
• POSTED IN TV Appearances.

by Roger Montgomery's Team Posted in Old Content.

• Enter your password to view comments.
• save this article
• Enter your password to view comments.
• POSTED IN Old Content.

One of the more profound changes to the practice of investment management in recent years has been the improvement in the availability of information; a change driven by both regulation and technology. Continue…

by Tim Kelley Posted in Companies, Investing Education.

• 2 Comments
• save this article
• 2
• POSTED IN Companies, Investing Education.