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Poor builder results signal more property pain ahead
Roger Montgomery
February 19, 2019
Property investors expecting a recovery in prices will have to wait a bit longer. Because, right now, a perfect storm is engulfing the sector, leading to the worst property falls in four decades. Recent results from our leading builders are further confirmation that the trend is still down. Continue…
by Roger Montgomery Posted in Companies, Property.
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What 2018’s IPOs are telling us about the Australian market
Roger Montgomery
February 19, 2019
The annual performance of IPOs can shed new light on the state of the share market. So the recently released 2018 IPO Watch report from HLB Mann Judd makes very interesting reading, and provides a pointer to the year ahead. Continue…
by Roger Montgomery Posted in Companies, Investing Education.
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IDP Education continues to be a high-class business
Stuart Jackson
February 18, 2019
International education is big business in Australia, and one of the firms benefitting from the student boom is IDP Education (ASX:IEL). In the half year to December 2018, IDP maintained its record of producing very strong, high quality results. Continue…
by Stuart Jackson Posted in Companies, Stocks We Like.
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How long can JBH and SUL defy the retail gloom?
Roger Montgomery
February 18, 2019
JB Hi-Fi (ASX:JBH) and Super Retail Group (ASX:SUL) recently released their HY19 results. They were surprisingly strong, beating market expectations that have been progressively downgraded amid slumping national retail sales and foot traffic numbers. The question for investors is: how long can they defy the retail gloom? Continue…
by Roger Montgomery Posted in Companies.
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House prices in Box Hill down 41%
Roger Montgomery
February 15, 2019
As you would well know, we have been bearish property for more than two years, warning those who feared missing out, to be extra cautious about borrowing to buy at the peak. Continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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Blue skies ahead for Sydney Airport?
Joseph Kim
February 15, 2019
Sydney Airport is Australia’s busiest airport. Its owner – Sydney Airport Holdings (ASX:SYD) – has profited from Australia’s growing attraction as a tourism destination, and the airport’s monopoly position. So what does the future hold for its key earnings drivers? Continue…
by Joseph Kim Posted in Companies.
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MEDIA
ABC Nightlife
Roger Montgomery
February 14, 2019
In this radio program with Philip Clark, Roger discusses the Royal Commission and the impact on mortgage broking, China’s debt and RBA’s next move on interest rates. Listen here.
by Roger Montgomery Posted in Radio.
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What price should you pay for REA?
Roger Montgomery
February 14, 2019
REA Group (ASX:REA), which operates Australia’s leading property websites, is a high-quality business and one we are happy to own – at the right price. But what is the right price? Continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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