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Montgomery Christmas message 2016
Roger Montgomery
December 21, 2016
This Christmas may you enjoy its true reality, its peace and love. May it reach into your home and surround your family and may your 2017 be a safe and peaceful one.
by Roger Montgomery Posted in Video Insights.
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The answer is blowing in the wind
Roger Montgomery
December 20, 2016
With thanks to Bob Dylan, a reading of the minutes to the December RBA’s board meeting reveals there’s a change in the wind. Typically, what we were taught in economics about Australia’s Monetary Policy has been precisely how the RBA applied its levers. Inflation and economic growth determined the changes in the settings. Continue…
by Roger Montgomery Posted in Market commentary.
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Investing in 2017 and beyond
Roger Montgomery
December 17, 2016
If you are concerned about your returns, you should brace for an end of the residential construction boom. You should also be very cautious about the excessive prices of high-yielding stocks (those paying dividends that are unlikely to grow), and you should be most enthusiastic about high-quality mid cap and small cap stocks that have been punished recently with share price declines of up to 50%.
Continue…by Roger Montgomery Posted in Property.
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Property implosion?
Roger Montgomery
December 16, 2016
Around the country the apartment oversupply I have previously discussed has started to hit the market and it is already impacting developers and investors. In this video insight I discuss apartment vacancy rates and what happens to the Australian economy when the construction boom ends.
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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MEDIA
Montgomery global funds both receive ‘Recommended’ Zenith rating
Roger Montgomery
December 16, 2016
Professional Planner published an article announcing that Zenith Investment Partners has initiated coverage of the Montgomery global range of funds and awarded each a ‘Recommended’ rating. Read here.
by Roger Montgomery Posted in On the Internet.
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Is it time to buy Vocus and TPG?
Scott Shuttleworth
December 16, 2016
Since September, shares in Vocus Communications (ASX: VOC) and TPG Telecom (ASX: TPM) have been savaged by the market. Margin pressure coupled by the possible entry of new competitors has led to a wave of selling. The upshot is that these telcos are now trading on seemingly attractive multiples. So, is it time to buy? Continue…
by Scott Shuttleworth Posted in Technology & Telecommunications.