Watch our latest Ausbiz event: Private credit – calm amid market mayhem WATCH HERE.
-
MEDIA
Money News 15.03.2017
Roger Montgomery
March 15, 2017
In this interview with Ross Greenwood, Roger Montgomery discusses the impact of Amazon.
by Roger Montgomery Posted in Radio.
- LISTEN
- save this article
- POSTED IN Radio.
-
-
-
Gas-rich Australia is facing a looming energy shortage
Ben MacNevin
March 13, 2017
How has it come to this? The Australian Energy Market Operator has just released its 2017 Gas Statement of Opportunities. It makes sobering reading, with warnings of a looming gas or electricity shortfall in eastern Australia. The nation is demanding solutions, but how long will it take, we wonder, for political debate to turn into action? Continue…
by Ben MacNevin Posted in Energy / Resources.
- 5 Comments
- save this article
- 5
- POSTED IN Energy / Resources.
-
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.” -
Three scenarios that could trigger a fall in house prices
Roger Montgomery
March 13, 2017
As we’ve regularly noted in our blogs, we believe the residential property market, particularly in the major cities, is overheated and due for a correction. And it’s not just rising debt levels that have us concerned. Continue…
by Roger Montgomery Posted in Editor's Pick, Property.
- 9 Comments
- save this article
- 9
- POSTED IN Editor's Pick, Property.
-
Update on Isentia
Tim Kelley
March 10, 2017
Following our earlier comments on the Isentia (ASX:ISD) result, we have now met with management, of Isentia as well as major competitor, Meltwater, and formed a view on our holding. Our view may change as new information comes to hand over time, but for the time being we have settled a position, and can outline our decision and rationale. Continue…
by Tim Kelley Posted in Companies, Editor's Pick.
- 13 Comments
- save this article
- 13
- POSTED IN Companies, Editor's Pick.
-
The Australian apartment market – will the luck run out?
David Buckland
March 9, 2017
An article by Duncan Hughes in today’s Australian Financial Review entitled “Off the plan apartments prone to 30 per cent falls” discusses the need for buyer caution. Continue…
by David Buckland Posted in Property.
- 4 Comments
- save this article
- 4
- POSTED IN Property.
-
Torpedo alert: the high-risk stocks we are avoiding right now
Tim Kelley
March 9, 2017
One of the unpleasant realities of equity market investing is that, from time to time, a portfolio company will deliver disappointing news and suffer a rapid and dramatic decline in market value. These “torpedo stocks” are not only psychologically painful, but can also impact significantly on returns. It is sometimes said that the secret to outperformance is less about finding the big winners, and more about steering clear of the big losers. Continue…
by Tim Kelley Posted in Editor's Pick, Market commentary, Montgomery News and Updates.
