Check out my latest article for the Australian on Market volatility and the unbottling of ‘turning points’ READ HERE
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Trialling a New Car Model
Ben MacNevin
January 24, 2017
Carsales (ASX: CAR) has an indirect investment in carconnect, a site that’s trying to disrupt the way new cars are sold in Australia. Many people dislike haggling with dealers, so carconnect has flipped the model to make dealers tender for your business online. Sounds great for buyers right? But what’s the potential upside for Carsales? Continue…
by Ben MacNevin Posted in Companies.
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Warning: there might be bank pain ahead
Roger Montgomery
January 20, 2017
Since early November 2016, owners of Australian bank shares have been heartened to see stock prices rise sharply. But this could be as good as it gets – at least for a while – and it may be time for shareholders to take some profits and seek out opportunities in over-sold small and midcap companies. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Financial Services.
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netwealth webinar: How to find undervalued investment opportunities in the market
Roger Montgomery
January 19, 2017
As part of netwealth’s portfolio construction webinar series, I gave an hour long presentation to an audience last year on the “value investing” approach and what our investing framework looks like. To watch the webinar please click on following link, a copy of the slides used in the presentation are also freely available.
by Roger Montgomery Posted in Montgomery News and Updates.
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4 key issues for bank shares in 2017
Stuart Jackson
January 18, 2017
The outlook for Australia’s banks in 2017 is now tougher given the rerating of the stocks the last quarter of 2016. The expectations built into share prices have clearly lifted in 2017. The big change we expect is a slowing of loan book growth. If interest rates have bottomed, affordability of debt will suffer. Market expectations imply a continuation of the growth rates we’ve seen over the past decade or two, but if the cost of debt stops falling this could act as a drag on loan book growth and the broader economy. Funding costs continue to rise, pressuring net interest margins. Slowing loan book growth is also likely to increase competitive pressure as banks look to gain market share as an offset.
by Stuart Jackson Posted in Editor's Pick, Financial Services.
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What you need to know about blockchain
Lisa Fedorenko
January 17, 2017
Back in 2008, Satoshi Nakamoto conceptualized the first blockchain. The following year, he used it as a core component of the digital currency, bitcoin. Since then, blockchain has become something of a buzz word. So what is it, and why does it matter?
Continue…by Lisa Fedorenko Posted in Market commentary, Technology & Telecommunications.
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