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The market loves Afterpay, but how long will the euphoria last?
Roger Montgomery
August 1, 2018
Just 12 months ago, Australian payments company Afterpay Touch (ASX:APT) was trading at $2.95. Today its shares are almost five times higher. With its entry to the US, many investors believe there’s only blue sky ahead. But I’m not so sure. Continue…
by Roger Montgomery Posted in Companies.
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The housing boom ends, signaling financial turbulence ahead
Roger Montgomery
August 21, 2018
Australian property prices are falling at their fastest rate for five years, thus putting a definitive end to the debt-fueled housing boom. My concern is that this reversal has only just begun. Continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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Whitepaper: How to profit from market myths
Andrew Macken
July 23, 2018
All too often, investors rely on conventional wisdom – ideas that were once true, but no longer hold. Great investment opportunities can come from questioning these ideas. Continue…
by Andrew Macken Posted in Editor's Pick, Whitepapers.
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Catalysts that Ended Prior Bull Markets
Amit Nath
August 7, 2018
The current bull market is only months away from becoming the longest in modern history, in fact if the market holds together through to September 2018, we will have crossed that mark. As we approach this “milestone” we thought it would be useful to reflect on the some of the other 11 bull markets that have occurred since WWII, paying particular attention to 6 of them, and importantly what was perceived to have caused their demise. Continue…
by Amit Nath Posted in Editor's Pick, Market commentary.
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How well do you know your mortgage?
Andreas Lundberg
September 19, 2018
The very well-respected bank team at UBS published a very interesting piece of research today that we believe is well worth taking a look at. The team performs an annual survey of Australians who have taken out a mortgage during the previous 12 months. The survey covers 1008 individuals and is spread both geographically and in loan size, so the findings are statistically significant for the overall population. They have published quite a few different reports looking at the data from different angles, but today’s version is very interesting for the insights it gives into the financial literacy of Australians. Continue…
by Andreas Lundberg Posted in Editor's Pick, Financial Services, Property.
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Three global stocks and why we like them
Roger Montgomery
August 31, 2018
Recent press has been dominated with reporting season and that reality TV show known as Federal Parliament. For serious domestic investors, the press has probably not been an ideal source of information on investment opportunities elsewhere. So, to bring you up to speed with what we like elsewhere in the world Continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Technology & Telecommunications.
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Where are all the truck drivers?
George Hadjia
September 20, 2018
“Truck drivers: the unsung heroes on the road” read the title of an article discussing the key role served by U.S. truck drivers. Despite the accolades, one thing remains for certain: driving trucks in the U.S. is a demanding job, with fewer and fewer people opting for this career. The resulting truck driver shortage in the U.S. has contributed to a sharp increase in freight rates, and has far reaching consequences across the U.S. economy. Continue…
by George Hadjia Posted in Editor's Pick, Market commentary.
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Diving a bit deeper into the Australian property market
Tim Kelley
August 3, 2018
One of the significant issues currently facing investors in the Australian equity market is the possible trajectory of the residential property market. With property prices having risen to historic highs and household balance sheets having expanded sharply to keep up, the expression ‘primed’ is one that springs to mind. Continue…
by Tim Kelley Posted in Editor's Pick, Property.
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Our take on the Viva Energy IPO
Joseph Kim
July 25, 2018
Viva Energy Group (VEA) – which owns the Shell petrol station network in Australia – listed on the ASX on 13 July. It was the largest IPO since the Medibank float in 2014. On face value, the company’s metrics look appealing. So we thought we’d take a closer look to see how it stacks up against its closest rival, Caltex. Continue…
by Joseph Kim Posted in Companies.
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Upside in a Property Downturn
Christopher Demasi
August 2, 2018
Read the reports on the Australian housing market and it seems every main indicator has turned down: auction clearance rates, credit availability, and (the big one) home prices themselves. But there is one Aussie housing market statistic that is up: total home listings. Continue…
by Christopher Demasi Posted in Property, Stocks We Like.
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How will the rising US 10-year bond yield affect your portfolio? read here
