If you want to find more signs of stress in the Australian economy, then look no further than the recent result of Genworth (GMA:ASX), our largest mortgage insurer. In its announcement, GMA noted rising delinquencies, moderating economic conditions, and increasing underemployment. The result also signals that bad debt provisions may be a headwind for banks in FY18. Continue…

by Stuart Jackson Posted in Companies.

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by Roger Montgomery's Team Posted in Old Content.

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Mortgage insurer Genworth (GMA:ASX) this week reported a 10.9% drop in net profit on the back of a 21% jump in bad loans.  The company also warned of an apartment glut and lower prices.  Meanwhile, financial counsellors are reporting rising calls from people suffering mortgage stress.  Are these worrying signs?  We think so. Continue…

by Roger Montgomery Posted in Property.

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In this radio program with Philip Clark, Roger asks whether shares or property are a good place to put your money in 2017. They also had a look around the world at international markets and the implications for the Australian share market. (50 min) Listen here.

by Roger Montgomery Posted in Radio.

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When directors buy or sell shares in their company, most people believe they are sending a strong signal to the market about the firm’s prospects.  But how strong is the correlation between director trades and share price movements?  And should you buy or sell because a director has too?  We did some research to get closer to the truth. Continue…

by Tim Kelley Posted in Investing Education.

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Lately, we’ve seen an increasing number of media articles about how Chinese ‘investors’ are snapping up our real estate assets – and, in so doing, pushing prices beyond the reach of many Australians.  How do they do it?  Here’s the answer, direct from the South China Morning Post… Continue…

by Roger Montgomery Posted in Editor's Pick, Property.

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Ask most retailers, and they’ll tell you it’s a tough, competitive environment out there.  Recently, we’ve seen a number of established businesses hit the wall, under the twin assaults of online shopping and the entry of international brands.  The bad news is: it’s not about to get any easier. Continue…

by David Buckland Posted in Consumer discretionary.

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In this interview with Peter Switzer Roger Montgomery discusses the Trump presidency and some good businesses that have performed poorly in the last few months. Are they now presenting great value?

by Roger Montgomery Posted in Talks.

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