If you’ve seen recent headlines about falling property prices, you might form the impression that housing is on the verge of becoming affordable, and that owning a home is again a realistic goal for young people. But the latest data shows that the price falls in most capital cities have been modest at best. Continue…

by Andreas Lundberg Posted in Property.

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In this week’s video insight Joseph identifies the issues with using earnings multiples for valuing companies with finite life assets. During the recent June Quarter production reporting season, a number of mining companies recorded steep share price falls. Joseph uses Sandfire Resources as an example of why the decline needs to be put into context.

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by Joseph Kim Posted in Video Insights.

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by Roger Montgomery's Team Posted in Old Content.

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We’re keeping a very close eye on electronics retailers like JB Hi-Fi (ASX:JBH). Not only are they exposed to any slowdown in the economy, but they are also exposed to changes in conditions for real estate & renovation demand (especially The Good Guys) as well as credit conditions. Continue…

by Roger Montgomery Posted in Companies.

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The media is bringing us daily reports of government reviews, proposed policies and regulations for the financial services, energy and health sectors. Depending on what gets decided, the new regulatory landscape could have big repercussions for a number of major Australian businesses. Continue…

by Joseph Kim Posted in Investing Education.

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Inevitably, many themes will emerge from this year’s reporting season and you can look out for more than a few here at the blog. Continue…

by Roger Montgomery Posted in Companies.

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by Roger Montgomery's Team Posted in Old Content.

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Amcor has just announced a merger with Bemis, a US based flexibles packaging company. The new entity will be the global leader in plastics packaging with a market cap of around US$17 billion, annual revenue of US$13 billion and earnings before interest and tax (EBIT) of US$2.2 billion. But after looking at the deal, we wonder if Amcor has paid too much. Continue…

by Stuart Jackson Posted in Companies, Takeovers.

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