Check out my latest article for the australian, where i discuss how the U.S. inflation shock could signal the bull run’s end READ NOW
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Reporting season is almost upon us
Roger Montgomery
July 25, 2017
In this week’s video insight Roger discusses how domestic microeconomics might impact individual sectors and some companies within them.
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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What will be of FY2018?
Roger Montgomery
July 25, 2017
With the 2018 financial year underway, it’s worth examining the forces that could determine whether the Australian stock market repeats its circa 13% return of 2017. Continue…
by Roger Montgomery Posted in Market commentary.
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Electric Cars, Autonomous Vehicles and the Oil Price
David Buckland
July 24, 2017
The recent announcement by Volvo that starting 2019, it will only make fully electric or hybrid cars has seen the team at Montgomery doing a lot of thinking about electric cars, autonomous vehicles and the potential threats to the combustion engine powered car and what this may mean for associated industries in the areas of manufacturing, wholesale, retail, distribution and service. Continue…
by David Buckland Posted in Manufacturing.
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The competitive advantage of a ‘customer moat’
Scott Shuttleworth
July 21, 2017
One type of competitive advantage that we find particularly compelling is the customer moat. Businesses with a strong customer moat – like Amazon and REA Group – create value for their customers, making them highly durable investments over the long term. Continue…
by Scott Shuttleworth Posted in Investing Education.
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A random walk, a pattern in the making or businesses as usual?
Scott Phillips
July 21, 2017
As we pass through another financial year we can stop, record the data and reflect on what has transpired to try make sense of it. Reflecting on this financial year just past, it may be helpful to look at the returns of the major asset classes over this year and then for the last 20. Morningstar produce a neat checker board visual (Chart 1) for each of the major asset classes that Australian investors typically invest in. The glaringly obvious admission here is direct residential property but let’s not let that stop us. Continue…
by Scott Phillips Posted in Market commentary.
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Watch out for stock valuations when QE ends
Stuart Jackson
July 20, 2017
Central banks could soon end their bond buying activities, thereby unwinding quantitative easing. Should this occur, real interest rates would again be driven by the normal forces of supply and demand. And this could affect stock valuations. Continue…
by Stuart Jackson Posted in Financial Services, Market commentary.
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