A move up in bond rates, like we’ve seen over the last two months, inevitably feeds into the valuations of growth stocks. Add in any concerns about the near term outlook and the share price movement can be really extreme.

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by Stuart Jackson Posted in Global markets.

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In this interview with Peter Switzer Roger Montgomery discusses the recent fall in Healthscope’s share price.

by Roger Montgomery Posted in TV Appearances.

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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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by Roger Montgomery's Team Posted in Old Content.

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I recently surveyed our portfolio and was stunned by the magnitude of the daily price moves. It was only 1.50pm yet APN Outdoor was up 4.32% on no announcement, TradeMe was down 2.77%, Healthscope was down 2.64% and Challenger down 1.92%.

by Roger Montgomery Posted in Editor's Pick, Market commentary.

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by Roger Montgomery's Team Posted in Old Content.

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If you wait for the swallow to sing, spring will already be over.  In other words, waiting for the data to prove a trend has changed may be more expensive than you’d like. And while there is plenty of mounting data to suggest that property prices are heading for a big fall, there are also less obvious signals. Continue…

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

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