Right now, many investors are probably patting themselves on the back, having profited from a booming property market and the makings of a resurgent share market.  But there is an elephant in the room – rising bond yields.  And they could bring the party to an abrupt end. Continue…

by Roger Montgomery Posted in Market commentary.

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Isentia recently caused the market price for its shares to stumble by more than 25%. So is this an overreaction? Continue…

by Roger Montgomery Posted in Companies.

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Hands up if you read the fine print when you receive a company prospectus. Odds on, your hand is still down. Because the sad fact is most of us have a terrible habit of ignoring the fine print. Put it down to lack of time, a trusting nature, or lack of expertise. Either way, it can be a costly mistake – you need to know what you are about to buy. Continue…

by Ben MacNevin Posted in Market commentary.

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Boral generated rare headlines this week when it announced an agreed bid for rival US building materials company Headwaters Inc for US$2.564bn. Boral called it a “strategically compelling acquisition” with “attractive financial metrics” that will transform the company. But, looking at the history of such take-overs, and the metrics behind the deal, we are not as optimistic. Continue…

by Stuart Jackson Posted in Companies.

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In this interview with Ross Greenwood, Roger discusses gold as an investment and Buffett’s recent decision to invest in airlines.

by Roger Montgomery Posted in Radio.

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by Roger Montgomery's Team Posted in Old Content.

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by Roger Montgomery's Team Posted in Old Content.

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America is still an economic and military powerhouse. But when Donald Trump is inaugurated as America’s 45^th president in January 2017, he could find it’s not so easy to win a trade war with Asia’s rising economies, and their growing middle classes. Continue…

by David Buckland Posted in Editor's Pick, Global markets.

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