Over the last two years, I’ve been warning that the housing price and residential construction boom would end, leaving a bit of a mess. The big question now is not whether house prices will fall further. It is which other sectors will be impacted, and to what extent? Continue…

by Roger Montgomery Posted in Consumer discretionary, Property.

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by Roger Montgomery's Team Posted in Old Content.

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Many economists believe that consumer spending is the most important short-run determinant of economic performance. Which is a worry. Because it looks like discretionary spending is heading south.

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by Andreas Lundberg Posted in Consumer discretionary.

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by Roger Montgomery's Team Posted in Old Content.

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The Federal Labor Party has stated it would change the dividend imputation system if returned to power in 2019.  This is expected to see a spike in the number of off-market share buy-backs.  The big question for investors is: should you participate? Continue…

by Joseph Kim Posted in Investing Education, Market commentary.

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The buzz word in the platform space this year has been managed accounts. Larger financial planning licensee and planner groups are now considering or in the process of setting up their own managed accounts. Some of the platform providers with leading technology benefiting from this trend have been ‘the independents’ such as Netwealth and HUB24, amongst a handful of other providers. Continue…

by Dean Curnow Posted in Investing Education.

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New Zealand’s biggest and most popular internet auction and classifieds website, Trade Me (ASX:TME), is being put under the microscope by two potential bidders – Apax Partners and Hellman & Friedman. And there’s speculation that more bids are likely for this strong and growing business. Continue…

by Stuart Jackson Posted in Companies, Editor's Pick, Stocks We Like.

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In a recent post, we set out the following 20-stock portfolio, and invited readers to think about the investment style and process behind the portfolio. To recap, the individual holdings and weights were as follows. Continue…

by Tim Kelley Posted in Investing Education.

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