In this interview with Steve, Roger Montgomery discusses the Australian housing market and Harry Triguboff’s view.

by Roger Montgomery Posted in Radio.

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Earlier this week, The Australian – the newspaper I write for fortnightly – updated their reporting of Australian property mogul Harry Triguboff’s view on property prices.

Separately this week, UBS reported the results of a survey of almost 1000 Australian mortgage holders who borrowed in the twelve months to August 2017.  They observed; “Our 2017 survey found factually accurate mortgage applications fell to just 67 per cent. There are now ~$500 billion in ‘Liar Loans’ on the banks’ books.” A third of borrowers admitted to understating their living expenses. 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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It’s hard not to shake your head in disbelief at the misinformation and spin being peddled by our politicians around an issue that is dominating domestic political debate: energy policy and prices. In this blog, I’m going to tackle three big myths that some of our leading advocates would have you believe. Continue…

by Andreas Lundberg Posted in Editor's Pick, Energy / Resources.

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Roger Montgomery joined Peter Switzer on Switzer TV to discuss the reporting season and how we saw some fantastic results from some of our companies including REA, Challenger, Smart Group and IDP Education. Another topic of discussion was the issues for retailing including the slowdown in residential construction activity.

by Roger Montgomery Posted in TV Appearances.

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Back in the 1960s, a group of companies listed on the New York Stock Exchange called the Nifty Fifty grabbed the attention and dreams of a generation of savvy investors.  As we know, investing in the Nifty Fifty ended badly for many of them, and showed the downside of investing fads. 

by Roger Montgomery Posted in Global markets, Market commentary.

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Howard Marks at Oaktree published his latest memo overnight. It speaks for itself and is valuable reading.  Click here to download the PDF.

by Roger Montgomery Posted in Global markets.

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Altium (ASX: ALU) is one of Australia’s most successful software businesses. Over the last five years, the company has grown rapidly, and its stock price has soared more than 10-fold. ALU’s FY2017 result shows a business going from strength to strength. But is it a tad expensive at these prices? Continue…

by Scott Shuttleworth Posted in Companies, Editor's Pick.

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