This Christmas, give your loved ones financial intelligence. Buy two copies of Value.able for the price of one this Christmas. Discount code: XMAS24 BUY NOW
-
Is it time to head for the exits?
Tim Kelley
June 2, 2017
Altair Asset Management made headlines this week with its decision to liquidate its portfolios, reasoning that it intends to avoid a market crash. Altair’s bold move came in the midst of a growing media focus on the extent of overvaluation – and potential risk – in asset markets, including equities, property and collectibles. Continue…
by Tim Kelley Posted in Market commentary.
- 9 Comments
- save this article
- 9
- POSTED IN Market commentary.
-
Why we continue to put Vocus on hold
Scott Shuttleworth
June 1, 2017
Just 12 months ago, Vocus Group (ASX: VOC) soared above $9. Unfortunately, for investors who held on (happily not us – we sold out near the top) that was as good as it got. The telco’s share price has since plunged to around $3, which prompted us to re-evaluate the business. What we found failed to give us a buzz. Continue…
by Scott Shuttleworth Posted in Technology & Telecommunications.
-
Why you should use more than one metric when valuing a company
Lisa Fedorenko
June 1, 2017
When considering companies to invest in, there are a range of valuation techniques you can choose from. Each has its own flavour – its unique merits and pitfalls. But which one to use? Or should you use more than one? Continue…
by Lisa Fedorenko Posted in Investing Education.
- 5 Comments
- save this article
- 5
- POSTED IN Investing Education.
-
MEDIA
Money News 30.05.2017
Roger Montgomery
May 31, 2017
In this interview with Ross Greenwood, Roger Montgomery discusses the philosophy of investment management and the different ways funds can be set up.
by Roger Montgomery Posted in Radio.
- LISTEN
- save this article
- POSTED IN Radio.
-
Discover how to value the best stocks and buy them for less than they’re worth.
NOW FOR JUST $49.95
buy nowSUBSCRIBERS RECEIVE 20% OFF WHEN THEY SIGN UP
“This is a book you simply must read.
The very best investors in the world are “value” investors.” -
Is a tsunami about to hit Aussie retailers?
Andreas Lundberg
May 31, 2017
In April, Amazon sent a wave of fear through retailers when it confirmed its intention to launch in Australia. Leading retailer, Gerry Harvey, described Amazon as the “Attila the Hun” of the retail world. To be sure, Amazon’s arrival will pose a massive threat. But there are other challenges on the horizon for retailers – and investors. Continue…
by Andreas Lundberg Posted in Consumer discretionary.
- 3 Comments
- save this article
- 3
- POSTED IN Consumer discretionary.
-
Current challenges for investors
Roger Montgomery
May 30, 2017
In this week’s video insight Roger discusses the current challenges for investors, particularly those focused on quality and opportunities for growth. This being due to reasons such as the expected downturn in the property market, inevitable downturn in construction activity and record levels of debt.
by Roger Montgomery Posted in Editor's Pick, Video Insights.
- watch video
- 2 Comments
- save this article
- 2
- POSTED IN Editor's Pick, Video Insights.
-
Chinese investment in Australian property takes a dive
Roger Montgomery
May 30, 2017
For some time, property advocates have been arguing that Australian residential real estate prices will remain buoyed by the steady stream of Chinese immigrants buying property at any price. Now, it seems, that stream is turning to a trickle as the impact of tighter credit starts to bite. Continue…
by Roger Montgomery Posted in Editor's Pick, Property.
- 2 Comments
- save this article
- 2
- POSTED IN Editor's Pick, Property.
-
Challenging Value
Roger Montgomery
May 29, 2017
In an equity market generally bereft of broad value and with non-income producing assets such as two-digit licence plates and Basquiat paintings hitting all-time records, it is well to discuss those businesses hitting the ball out of the park in terms of their business performance. Continue…
by Roger Montgomery Posted in Companies.
- 2 Comments
- save this article
- 2
- POSTED IN Companies.
