The Reserve Bank of Australia recently opted to leave interest rates on hold. But with key parts of the economy in decline, it may be just a matter of time before it has to cut again.  The question is: how effective will a rate cut be? Continue…

by Roger Montgomery Posted in Market commentary.

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by Roger Montgomery's Team Posted in Old Content.

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by Roger Montgomery's Team Posted in Old Content.

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In this interview on Money News, Roger discusses the recent downgrades for companies leveraged to the housing market. For those companies doing well, success is more than reflected in their share prices – leaving very little for value investors. Although which companies should you keep an eye on?

by Roger Montgomery Posted in Radio.

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The contrasting fortunes of fleet management businesses, Smart Group and Eclipx, highlight yet again the importance of making good corporate acquisitions. Continue…

by David Buckland Posted in Companies.

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I’m pretty sure most voters aren’t aware of the Australian Labor Party’s parent visa policy.  But investors should be. Because, if Labor wins the upcoming election, this policy could benefit many healthcare companies. Continue…

by Andreas Lundberg Posted in Health Care.

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In this week’s video insight Tim takes a closer look at the recent developments relating to the TPG-Vodafone merger. Last week the ACCC announced that it has decided to block the merger. Will they still proceed with attempting to build a network? Continue…

by Tim Kelley Posted in Video Insights.

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The topic of the property market is a favourite obsession for many Australians given the significant percentage of household wealth the asset class represents for most Australians. There is plenty of media and other commentary discussing property market conditions on any given day – including from other contributors to the blog – so I won’t delve into where I think prices will go in the future. However, a slowing property market does have implications for listing volumes.  Continue…

by Joseph Kim Posted in Companies, Editor's Pick, Property.

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