How feasible is it to give up paying for broadband and rely solely on mobile internet? It’s a question many consumers who have moved onto the NBN must be pondering as they struggle with multiple issues, many hours on the phone and long wait times for repair requests to be processed.
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by Scott Shuttleworth Posted in Technology & Telecommunications.

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Roger joined Ticky Fullerton on Sky Business to discuss how Myer has struggled to overcome weak consumer spending arguing that it doesn’t offer consumers a unique selling proposition.

by Roger Montgomery Posted in TV Appearances.

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The private hospital diagnosis this results season was as unpleasant as this year’s flu season. Since result day, Healthscope (ASX: HSO) has plummeted 25 per cent down to $1.68 and Ramsay Health Care (ASX: RHC) 19 per cent to $63.84. Roger Montgomery previously discussed some of the risks we had identified into the results in this June blog. Into the results we felt that both hospital operators were trading at stretched valuations and as a result reduced our positions. Following the share-price correction, we remain comfortable with our remaining holdings. Continue…

by Lisa Fedorenko Posted in Health Care.

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Despite the impending closure of the Australian automotive manufacturing industry, not all is doom and gloom for local manufacturers. Take Austal (ASX: ASB), for example. This Perth-based shipbuilder has expanded significantly since starting in 1988, and today has operations in Perth, the US and the Philippines. Continue…

by Andreas Lundberg Posted in Companies.

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An interesting piece of research from Macquarie Equities came across my desk, illustrating the massive bubble we are living through.  Despite the chequered history of many Emerging Economies, the spread on the yield on their sovereign bonds relative to US Bonds has come down from seven per cent to three per cent over the past three years.

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by David Buckland Posted in Financial Services.

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When you look at the success of tech titans like Google, Amazon, Apple and Facebook, it’s easy to think there’s only lots of money to be made investing in new technology companies – particularly those associated with the ‘creative destruction’ of incumbent businesses. But the truth about who wins from new technology can be eye opening. Continue…

by Roger Montgomery Posted in Investing Education, Market commentary.

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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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