-
Our view on Challenger
Andreas Lundberg
February 11, 2019
At the end of January, the market took a sledgehammer to the share price of Challenger (ASX:CGF) following a trading update. Clearly, many investors did not like what they saw. But was the update really that bad? Continue…
by Andreas Lundberg Posted in Companies, Stocks We Like.
- 1 Comments
- save this article
- 1
- POSTED IN Companies, Stocks We Like.
-
House prices in Box Hill down 41%
Roger Montgomery
February 15, 2019
As you would well know, we have been bearish property for more than two years, warning those who feared missing out, to be extra cautious about borrowing to buy at the peak. Continue…
by Roger Montgomery Posted in Editor's Pick, Property.
- 12 Comments
- save this article
- 12
- POSTED IN Editor's Pick, Property.
-
What price should you pay for REA?
Roger Montgomery
February 14, 2019
REA Group (ASX:REA), which operates Australia’s leading property websites, is a high-quality business and one we are happy to own – at the right price. But what is the right price? Continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
- 12 Comments
- save this article
- 12
- POSTED IN Companies, Stocks We Like.
-
Why we’re excited about the next market sell-off
Roger Montgomery
March 11, 2019
I think we could see another meaningful pullback in global equities, triggered by volatility in U.S. bond markets. It’s a scenario we are looking forward to as it creates a fresh opportunity to invest in quality businesses at the right price. Continue…
by Roger Montgomery Posted in Market commentary.
- 1 Comments
- save this article
- 1
- POSTED IN Market commentary.
-
Are the M2 Telecommunications team getting the band back together?
David Buckland
March 14, 2019
I believe Vaughan Bowen is one of Australia’s great telecommunications entrepreneurs. Vaughan was the founder of M2 Telecommunications, which proved exceptionally rewarding for its long-term shareholders. After floating on the ASX in October 2004 for $0.25, it proceeded to rally to $11.00 – whilst paying out an aggregate $1.23 in dividends – over the ensuing ten-and-a-half year period. Continue…
by David Buckland Posted in Technology & Telecommunications.
-
Whitepaper: The Marvelous Mr. Market
Andrew Macken
March 29, 2019
Over the last four years, global equities have delivered a real return of approximately zero… True or false? Continue…
by Andrew Macken Posted in Whitepapers.
- save this article
- POSTED IN Whitepapers.
-
Reporting season highlights opportunities for value investors
Roger Montgomery
March 15, 2019
While the recent reporting season painted a mixed picture about the outlook for Australia, it also left me optimistic. Any bouts of volatility this year will provide investment managers like us with the opportunity to find value among quality businesses. Let me explain. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
- 2 Comments
- save this article
- 2
- POSTED IN Companies, Editor's Pick.
-
Which stores will e-commerce hit the hardest?
Roger Montgomery
January 24, 2019
Research by UBS shows that online purchases in the US will grow to around 20 per cent of all purchases by 2022. This upward trend should also occur in Australia. But the pain won’t be equally felt by all brick & mortar stores. Some might be hit particularly hard. Continue…
by Roger Montgomery Posted in Consumer discretionary.
- 6 Comments
- save this article
- 6
- POSTED IN Consumer discretionary.
-
The economics of a change in government
Andrew Macken
February 22, 2019
Over the coming months, Australian citizens over the age of 18 will be required to vote to elect members of the 46th Parliament of Australia. As always, there is a chance of a change in government. Indeed, this time around, that chance appears meaningful.
Continue…by Andrew Macken Posted in Market commentary.
- 5 Comments
- save this article
- 5
- POSTED IN Market commentary.
-
Australia heads for a car sales crash
Roger Montgomery
March 5, 2019
Is Australia’s debt-fuelled party about to end? It looks like it. National new car sales have fallen off a cliff. This new era of belt tightening poses a threat to the national economy. Continue…
by Roger Montgomery Posted in Editor's Pick, Manufacturing.
- 10 Comments
- save this article
- 10
- POSTED IN Editor's Pick, Manufacturing.
Does volatility present an opportunity to buy quality businesses at attractive prices? Read our latest global whitepaper here
