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Why it feels like our cost of living is rising
Andreas Lundberg
July 24, 2019
The Consumer Price Index (CPI) recorded no movement in the March quarter, and rose just rose 1.3 per cent in the 12 months to the March quarter 2019. So why do so many Australians feel like life is getting dearer? Research by my former colleagues at Fidelity Investments might give the answer. Continue…
by Andreas Lundberg Posted in Consumer discretionary, Health Care, Insurance.
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Will Uber’s IPO lead to uber losses for investors?
Roger Montgomery
April 30, 2019
Uber’s upcoming IPO promises to be monumental. The big question for would-be buyers is: will this loss-making juggernaut be a good investment? Or, like its rival, Lyft, will its shares plummet after the float? Continue…
by Roger Montgomery Posted in Companies.
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Four high quality companies
Roger Montgomery
January 15, 2019
When it comes to stocks the term ‘quality’ has many definitions. Some investors adopt a flexible approach to the definition of quality including being satisfied if quality management is running the business, a quality customer base exists, or they can identify quality assets on the balance sheet. Continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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Inflation, what is happening and what conclusions can we draw
Andreas Lundberg
November 1, 2018
Most people are familiar with the concept of inflation. As a quick recap, it is the process whereby prices tend to increase over time. A positive, but low, level of inflation is generally seen as positive for a number of reasons and central banks tend to manage their interest rates to try to hit an inflation target of generally around 2%. Continue…
by Andreas Lundberg Posted in Economics.
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Debt levels are indeed hurting
Andreas Lundberg
October 17, 2018
Data that forms an investment thesis is not always presented in the most coherent and easy to digest manner. It is indeed often the case that once data has been distilled into a form that is easy to draw conclusions from, it is often too late to act on as the trend has already become obvious. It is therefore often even more interesting to look at more circumstantial data that can give an early indication of the future direction of the more substantiated data. Continue…
by Andreas Lundberg Posted in Market commentary.
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Just how far will property prices fall?
Roger Montgomery
October 9, 2018
For the last two years, we were feeling rather lonely suggesting that the property boom would end abruptly. Today, property prices are falling, and we are no longer a lone voice. The question is: how much further will they fall? Continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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Three global stocks and why we like them
Roger Montgomery
August 31, 2018
Recent press has been dominated with reporting season and that reality TV show known as Federal Parliament. For serious domestic investors, the press has probably not been an ideal source of information on investment opportunities elsewhere. So, to bring you up to speed with what we like elsewhere in the world Continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Technology & Telecommunications.
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Listen to this!
Roger Montgomery
June 25, 2018
Cochlear (ASX:COH) is one of Australia’s shining examples of technical adroitness and export attractiveness, an example to entrepreneurs of what can be achieved in Australia despite punitive wages and regulation. Continue…
by Roger Montgomery Posted in Companies.
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Which businesses could lose out if migrant numbers are cut?
Andreas Lundberg
May 10, 2018
The national debate over immigration policy has been heating up for some time. Clogged roads, crowded trains and buses, and surging house prices are just some of the issues being blamed on our increased migrant intake. So, which businesses would be impacted if the government tightens the tap? Continue…
by Andreas Lundberg Posted in Market commentary.
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Could a US housing crisis happen here?
Roger Montgomery
March 1, 2018
There is one common theme in the vast number of financial crises the world has seen – excessive debt. So, with Australia’s ratio of household debt to disposable income approaching 200 per cent, it’s time for investors to get super-cautious. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary, Property.
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Make market corrections your ally
Roger Montgomery
February 12, 2018
Recent experience excepted, corrections are typically more frequent and regular than many would prefer, so investing should not occur without acceptance of this. That said, it’s important to prepare, first by making the right investments, and secondly by adopting the right temperament. Continue…
by Roger Montgomery Posted in Investing Education.
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What the health reforms mean for your wallet, and private health businesses
Stuart Jackson
October 26, 2017
The Australian government has just announced a raft of changes to private health insurance. The reforms should make health cover more affordable, and more attractive for consumers. And this in turn should be beneficial for hospital operators, at least in the short term. Continue…
by Stuart Jackson Posted in Health Care.
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When is quality ever cheap?
Roger Montgomery
January 31, 2017
All investing is value investing. If price is what you pay, value is what you receive. Your job as an investor this year — and every year — is to pay a lower price than the value you get.
by Roger Montgomery Posted in Companies.
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What Do Trades by Insiders Tell us?
Tim Kelley
November 14, 2016
Most days you’ll see a company announcement about a director either cutting or boosting their shareholding. These transactions often raise eyebrows. After all, they must know something that we don’t, right? So, should you sell when they sell, and buy when they buy? Continue…
by Tim Kelley Posted in Market commentary.
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Look beyond the panic selling: Healthscope is a great long-term story
Roger Montgomery
November 4, 2016
Last month, Healthscope (ASX:HSO) announced it had experienced slower-than-expected hospital revenue growth for the quarter. The announcement prompted a wave of selling, with the share price falling around 30%. Does this present a buying opportunity? Given the metrics of the private hospital industry, we think so.
Continue…by Roger Montgomery Posted in Health Care, Stocks We Like.
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Why we continue to like Sirtex
Scott Shuttleworth
October 21, 2016
At the end of August we provided some brief comments on the FY16 results of Sirtex Medical Limited (ASX:SRX). At the time, we noted that SRX should be on the radar of every value investor. We continue to hold that view, and are happy to share our most recent thoughts on the variables we consider when evaluating the business.
Continue…by Scott Shuttleworth Posted in Companies.
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Is this another signal that a bubble is forming?
Roger Montgomery
August 16, 2016
From skirt lengths, to magazine covers to public protests and the rise of ant-establishment voting, signals are everywhere. And, as investors, we need to pay attention to them. Which is why the imminent sale of the long-held Soul Pattinson building in Sydney’s Pitt Street Mall caught our eye. To us, it’s yet another signal that asset prices are over-stretched. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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How do you value a growth stock like Cochlear?
Tim Kelley
July 19, 2016
You don’t have to look far to find high quality stocks that seem to have overshot their intrinsic value. As value-driven investors, we have two choices: use lower discount rates in order to justify investing in these stocks, or hold our cash and wait for better value to emerge. Continue…
by Tim Kelley Posted in Investing Education.
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What is the greatest disconnect in the investment world today?
Roger Montgomery
May 11, 2016
History is riddled with the remains of empires whose leaders failed to understand the revolution that took place beneath them. Continue…
by Roger Montgomery Posted in Insightful Insights, Market commentary.
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How and when to buy real estate
Roger Montgomery
February 24, 2016
Will Rogers infamously suggested real estate was the best investment in the world because no more was being made. He obviously wasn’t considering how many apartments could be constructed on a postage stamp of land nor do I expect he had Singapore in mind; In the two photos following you can see that Raffles Hotel on Beach Road in Singapore is one block back from the beach. Between it and the coast sits the Britannia Club building. In the second image Raffles is partly obscured by the roof of a high rise building in the foreground but the Britannia Club now has a green painted roof in the section of land marked for sale. Continue…
by Roger Montgomery Posted in Insightful Insights, Property.
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