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  • Watch our latest Ausbiz event: Private credit – calm amid market mayhem WATCH HERE.

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What are the issues with using earnings multiples to value companies?
August 14, 2018
by Joseph Kim
Is there more M&A activity ahead for Wesfarmers?
July 24, 2018
by Tim Kelley
How we aim to minimise the risk of capital loss
July 17, 2018
by David Buckland
Should we be worried by rising debt?
July 4, 2018
by Roger Montgomery
  • Mezzanine finance revealing another weak spot in the U.S. economy.

    Roger Montgomery
    November 21, 2023

    After the Global Financial Crisis (GFC), U.S. regulators imposed stricter regulations on larger banks. Limiting their riskier lending for commercial real estate and development. Their more conservative lending practices meant property owners turned to smaller banks or sought second loans from non-bank lenders to bridge their financing gaps, often on top of existing bank mortgages. Continue…

    by Roger Montgomery Posted in Global markets, Market commentary, Property.
    • save this article
    • POSTED IN Global markets, Market commentary, Property.
  • The RBA is in a bind along with mortgagees and renters

    Roger Montgomery
    November 20, 2023

    Just 48 hours after the Reserve Bank of Australia (RBA) lifted rates for the 13th time by 25 basis points to 4.35 per cent, the U.S. Federal Reserve’s Chair Jerome Powell said at a conference in Washington that “we are not confident” the Fed has tightened enough to bring inflation down to its 2 per cent goal. Continue…

    by Roger Montgomery Posted in Economics, Editor's Pick, Market commentary.
    • 8 Comments
    • save this article
    • 8
    • POSTED IN Economics, Editor's Pick, Market commentary.
  • MEDIA

    Ausbiz – Data centers thrive in AI era

    Roger Montgomery
    November 17, 2023

    In this week’s interview on Ausbiz, I wanted to delve into the growing significance of data centers due to heightened AI demand and increased cloud expenditure, which is drawing striking parallels to the early days of smartphone adoption. This surge in AI integration amplifies the necessity for computational resources and data storage, consequently fuelling the demand for data centers and the increasing value of investing in them. Watch the full interview here. Ausbiz – Data centers thrive in AI era

    by Roger Montgomery Posted in Market commentary, Technology & Telecommunications, TV Appearances.
    • save this article
    • POSTED IN Market commentary, Technology & Telecommunications, TV Appearances.
  • Another pivot in the AI theme

    Roger Montgomery
    November 17, 2023

    We have written previously that the boom in AI-theme-exposed stocks will have to be supported by monetisation in order to be sustained. There are plenty of consumer benefits from artificial intelligence (AI), and consumers will indeed be winners, but for companies to see a transformation in their revenues from AI, something more than just tacking AI-powered features onto their existing products will need to occur. Continue…

    by Roger Montgomery Posted in Market commentary, Technology & Telecommunications.
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    • POSTED IN Market commentary, Technology & Telecommunications.
  • Discover how to value the best stocks and buy them for less than they’re worth.

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    “This is a book you simply must read.
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  • How much to retire comfortably?

    Roger Montgomery
    November 16, 2023

    There’s some good news for a handful of the approximately 3000 Australians who retire every week, and some more challenging news for others. But, for all retirees, there are at least partial solutions to consider. Continue…

    by Roger Montgomery Posted in Aura Group, Investing Education.
    • 2 Comments
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    • 2
    • POSTED IN Aura Group, Investing Education.
  • What factors influence the future of oil?

    Roger Montgomery
    November 16, 2023

    As world oil’s upstream and downstream industries stand at a crossroads, investors globally face the challenge of deciphering innumerable geopolitical and economic signals. These signals will also directly impact inflation rates with implications for central bank interest rate policy. For investors, the outlook for oil holds more than the usual amount of sway. From potential upheavals in the Middle East to colossal mergers in the U.S., here’s a shallow dive into the factors influencing the future of oil. Continue…

    by Roger Montgomery Posted in Economics, Energy / Resources, Global markets, Market commentary.
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    • POSTED IN Economics, Energy / Resources, Global markets, Market commentary.
  • Former NY Federal Reserve President Dudley offers insight on U.S. economic outlook

    Roger Montgomery
    November 15, 2023

    At a recent investment conference here in Sydney, former Federal Reserve Bank of New York president, Chief Executive Officer (CEO), and now Bloomberg columnist William C. Dudley, provided a comprehensive overview of the current economic landscape in the U.S., highlighting several key points that shed light on the Federal Reserve’s (Fed) perspective and future policy directions. Dudley’s analysis offers a crucial perspective for understanding the Fed’s current mindset and the potential trajectory of its future policies. All of which, of course, have consequences for investors’ portfolios. Continue…

    by Roger Montgomery Posted in Economics, Global markets, Market commentary.
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    • POSTED IN Economics, Global markets, Market commentary.
  • Alliance Aviation Services – A beacon amidst small cap volatility

    Gary Rollo
    November 15, 2023

    In this video insight, David Buckland and Gary Rollo discuss the underperformance of small-cap stocks compared to large-cap stocks since the beginning of 2022. Gary explains that economic uncertainty has contributed to the recent underperformance, as investors tend to shift from small, less liquid investments to larger ones during such periods. However, he views this as a temporary condition, anticipating that once economic uncertainty diminishes, the longer-term performance characteristics of small caps may come into play. Continue…

    by Gary Rollo Posted in Companies, Stocks We Like, Video Insights.
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    • POSTED IN Companies, Stocks We Like, Video Insights.
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