by Roger Montgomery's Team Posted in Old Content.

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With this weakening property market comes a decrease in auction clearance rates, credit availability and home prices. So how does REA Group (ASX:REA) benefit from this?  REA’s revenues have little to do with real estate prices and everything to do with listings volume and advertising yields (pricing and mix shift). Continue…

by Roger Montgomery Posted in Companies, Stocks We Like.

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Australian households are far and away the most indebted among English-speaking nations. To my mind, it means the next interest rate move by the Reserve Bank will be down. If I’m right, then it may be time for investors to think about increasing their exposure to businesses that benefit from a weaker Aussie dollar. Continue…

by Andreas Lundberg Posted in Editor's Pick, Market commentary.

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Australian property prices are falling at their fastest rate for five years, thus putting a definitive end to the debt-fueled housing boom.  My concern is that this reversal has only just begun. Continue…

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

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by Roger Montgomery's Team Posted in Old Content.

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In this week’s video insight, Andreas discusses Codan, its share price has soared 32 per cent in the last year. So let’s take a look at four reasons why we like it.

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by Andreas Lundberg Posted in Stocks We Like, Video Insights.

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by Roger Montgomery's Team Posted in Old Content.

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At Montgomery we are constantly asked which fund of ours is the best to invest in? This is an incredibly difficult question to answer, as a) we don’t provide financial advice and are unaware of each of your personal circumstances (and risk preferences), and b) the strategies are not all created equal, in that they are trying to achieve slightly different things from an objective point of view by way of investment design. Continue…

by Dean Curnow Posted in Investing Education.

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