Bond markets signal caution – time to pay attention READ HERE to learn more.
-
-
Genworth’s profit slide is a signal of more housing pain to come
Roger Montgomery
February 9, 2017
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.
- save this article
- POSTED IN Property.
-
MEDIA
ABC Nightlife
Roger Montgomery
February 9, 2017
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.
- LISTEN
- 2 Comments
- save this article
- 2
- POSTED IN Radio.
-
When directors sell, should you sell too?
Tim Kelley
February 9, 2017
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.
- 1 Comments
- save this article
- 1
- POSTED IN Investing Education.
-
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.” -
How ‘hot’ Chinese money is fuelling our property bubble
Roger Montgomery
February 8, 2017
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.
- 12 Comments
- save this article
- 12
- POSTED IN Editor's Pick, Property.
-
It’s getting tougher out there for our retailers
David Buckland
February 8, 2017
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.
- save this article
- POSTED IN Consumer discretionary.
-
MEDIA
Switzer TV
Roger Montgomery
February 8, 2017
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.
- save this article
- POSTED IN Talks.
-
Mr Turnbull, it’s time we stopped selling off the farm
Roger Montgomery
February 7, 2017
Malcolm Turnbull is rumoured to be very concerned about Australia losing its coveted AAA credit rating. Politically, it would be a terrible look were it to occur on his watch. Our shaky credit rating reflects the failure of successive governments to deal with our most pressing economic issue – the Balance of Payments Current Account Deficit. And I don’t see things changing soon. Continue…
by Roger Montgomery Posted in Market commentary.
- 22 Comments
- save this article
- 22
- POSTED IN Market commentary.