A conversation with one of the owners of the largest residential builders has revealed that the slowdown in construction activity has indeed commenced. read here
-
ABC NIGHTLIFE: WHERE TO PUT YOUR INVESTMENT DOLLAR
Roger Montgomery
May 9, 2019
In this radio program with Philip Clark, Roger discusses the current state of the Australian economy. Interest rates were left on hold by the RBA, and we could soon see a big drop in construction activity – which will cause higher unemployment rates and less discretionary spending. Looking globally, there are signs of a bubble in tech stocks, and the phenomenon of companies like Uber which have sucked up billions of dollars of investment money without turning a profit. Listen here.
by Roger Montgomery Posted in Radio.
- LISTEN
- save this article
- POSTED IN Radio.
-
It’s Official: Residential Construction is Crashing before our Eyes
Roger Montgomery
May 9, 2019
We’ve known for some time that the sharp decline in building approvals would lead to an equally sharp decline in construction activity. It has been our view that because building approvals have already fallen from 280,000 dwellings to 170,000 dwellings, a consequent decline in building activity would start to be seen about now. Continue…
by Roger Montgomery Posted in Editor's Pick, Property.
- 10 Comments
- save this article
- 10
- POSTED IN Editor's Pick, Property.
-
How many unprofitable companies are hitting the IPO market this year?
Lachlan Mackay
May 8, 2019
In this week’s video insight Lachlan draws comparisons between the infamous dot.com bubble and today’s tech boom. Uber, Lyft, Airbnb, WeWork, Pinterest, Zoom, Slack, Chewy.com – the list of scheduled 2019 IPOs is long and continues to grow. Do investors understand how much risk comes with these companies? Continue…
by Lachlan Mackay Posted in Video Insights.
- watch video
- save this article
- POSTED IN Video Insights.
-
Money News 07.05.2019
Roger Montgomery
May 8, 2019
In this interview on Money News, Roger discusses the RBA’s decision to keep rates on hold. Cutting rates without more relaxed lending standards won’t make a difference, we need to see the banks have the ability to lend within a sensible stress-lending test. Will this create issues if unemployment spikes?
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.” -
More reasons to avoid Uber’s IPO
Roger Montgomery
May 8, 2019
Uber says it is only in the early stages of capturing a $12 trillion total addressable market that includes personal mobility, food delivery, and freight shipping. So, if you believe its prospectus, the potential upside should be huge. But how realistic are its aspirations? Continue…
by Roger Montgomery Posted in Companies.
- 3 Comments
- save this article
- 3
- POSTED IN Companies.
-
More Trump?
Christopher Demasi
May 7, 2019
As the race to determine the Democratic nominee in the 2020 US presidential elections heats up, President Trump’s chances of a second term may be improving. Across the board Democratic candidates appear to be campaigning on more extreme liberal policy and rhetoric. While this provides a clear contrast to Trump’s positioning, it may ironically hand the President a win late next year. Continue…
by Christopher Demasi Posted in Global markets.
- 6 Comments
- save this article
- 6
- POSTED IN Global markets.
-
Are today’s high asset prices worth the risk?
Roger Montgomery
May 7, 2019
Central banks have signalled that, if required, they would support their economies by cutting rates even further. This means markets are not likely to crash any time soon. But with most asset prices quite toppy, are investment returns worth the risk of something going wrong? Continue…
by Roger Montgomery Posted in Market commentary.
- 1 Comments
- save this article
- 1
- POSTED IN Market commentary.
-
Where to for Avita Medical?
Joseph Kim
May 6, 2019
One company that recently caught our attention, that I believe is worth monitoring, is Avita Medical (ASX:AVH). AVH owns the patents and produces a medical device called RECELL, which produces a “suspension” of spray-on skin cells using a small sample of the patient’s own skin to help treat burn patients and skin defects. Continue…
by Joseph Kim Posted in Companies, Stocks We Like.
- 3 Comments
- save this article
- 3
- POSTED IN Companies, Stocks We Like.
