Here’s the outlook according to Westpac.  The following screenshots of two slides from Westpac’s results presentation summarises the banks official view about global and domestic growth.  While the quantums are absent, investors may benefit from their insights, remembering of course that there is absolutely no short term correlation between economic performance and stock market performance. Continue…

by Roger Montgomery Posted in Companies.

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REA Group’s (ASX: REA) share price has soared around 50 per cent over the last 12 months, with the market confirming our strong conviction that this is a really high-quality business.  And, pleasingly, there are several drivers that could propel the firm’s earnings for many years to come.
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by Scott Shuttleworth Posted in Companies, Property.

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by Roger Montgomery's Team Posted in Old Content.

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Roger Montgomery joined Paul Rickard on Switzer TV to discuss his worries of stretched valuations in markets and why it is currently difficult to find quality businesses.

by Roger Montgomery Posted in TV Appearances.

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As global share markets head inexorably north, it’s easy to start feeling more relaxed. But my friend Jonathan Rochford offers a word of caution. In a recent note, he warns that a combination of high returns and low volatility could be setting up markets for a nasty pullback. And that’s not the only thing keeping him awake at night. Continue…

by Roger Montgomery Posted in Global markets.

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There’s a pithy marketing one-liner that has almost single-handedly produced a multi-billion dollar index-fund and ETF industry. It goes something like this; ‘Most active fund managers underperform the index.’ Continue…

by Roger Montgomery Posted in Investing Education, 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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