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Why I don’t think we’re headed for a correction
Roger Montgomery
February 9, 2021
Over the last few months, increased risk-taking by investors has led to ballooning prices for loss-making businesses, IPOs in unprofitable firms, and speculative ‘assets’ like cryptocurrency. This is usually a signal that the market is too hot, and is due for a correction. Is the market at risk of an imminent collapse? Continue…
by Roger Montgomery Posted in Market commentary.
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Why we invested in the Cashrewards IPO
Gary Rollo
January 22, 2021
Among the plethora of IPOs in the back half of 2020 was one that caught our attention and passed our filters – Cashrewards (ASX:CRW). This is an innovative company with a very attractive business model. And it’s only just getting going. Continue…
by Gary Rollo Posted in Companies, Editor's Pick, Stocks We Like.
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Roger Montgomery on why he’s optimistic about markets in 2021
Roger Montgomery
January 5, 2021
Roger Montgomery joined Gemma Dale on nabtrade’s Your Wealth podcast to discuss investing in 2021. After a year of massive volatility momentum stocks and namely those in technology, have dominated the pandemic’s bull market since the steep market correction in March. With the S&P500, Dow Jones and Nasdaq at record highs, have markets got ahead of themselves in pricing a return to growth?
by Roger Montgomery Posted in Editor's Pick, Podcast Channel.
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Why I think share markets will boom in 2021
Roger Montgomery
December 15, 2020
As 2020 draws to a close, the finance world is awash with market commentators making bold predictions for the year ahead. For what it’s worth, here’s mine: I think 2021 could see a surge in asset prices driven by the rollout of a COVID-19 vaccine, loose money supply and pent-up consumer demand. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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How to reduce the interest rate on your mortgage
Andreas Lundberg
December 9, 2020
A new report by the Australian Competition and Consumer Commission (ACCC) has found that, as a whole, Australians are paying too much interest on their mortgages. How much too much? Well, according to a conservative estimate, as a nation we are likely paying at least $10 billion per year more than we need to. Thankfully, there are steps to take to get a better rate. Continue…
by Andreas Lundberg Posted in Property.
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The winners and losers of 2020
Scott Phillips
January 13, 2021
A lot will be written about events in calendar year 2020 and the impact COVID-19 had on many facets of our lives, not to mention the huge volatility in financial markets. Interestingly, when we look in isolation at the calendar year returns of the S&P/ASX 300 Accumulation Index (which includes the returns from dividends), the market was up a tiny 1.4 per cent. Continue…
by Scott Phillips Posted in Editor's Pick, Global markets, Market commentary.
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Farewell 2020, Hello 2021
David Buckland
January 4, 2021
Sunday, 8 March 2020, was not only International Women’s Day, but the ICC Women’s World T20 Cricket final, played between Australia and India at the Melbourne Cricket Ground, attended by over 86,000 spectators. (Australia won by 85 runs). Ten months later, over 85 million people globally have been infected and 1.85 million people have passed-away from COVID-19. Continue…
by David Buckland Posted in Market commentary.
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Ingenia’s holiday park market is booming!
Gary Rollo
December 22, 2020
Formed in 2012 Ingenia Communities Group (ASX:INA) is a diversified real estate investment trust (REIT) with a portfolio of assets covering lifestyle, tourism and retirement living. In the latest small cap management video series, Gary Rollo catches up with Chief Executive Officer, Simon Owens to discuss key holiday park markets and the groups’ revenue streams. Continue…
by Gary Rollo Posted in Montgomery Small Caps Management Video Series, Video Insights.
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Bubble, bubble toil and no trouble!
Roger Montgomery
February 3, 2021
There are a number of arguments being advanced to suggest the stock market is in a gigantic bubble that is at risk of bursting imminently. Some of the arguments relate to broad overvaluation, the tidal wave of overpriced IPOs that double on listing, and the observation that interest rates remaining low forever is tantamount to the unrealistic, and previously unrealised, expectation of high rates of earnings growth being sustained forever. Continue…
by Roger Montgomery Posted in Market commentary.
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Don’t poke the China bear
David Buckland
December 16, 2020
The Reserve Bank of Australia is taking us down the Japanese and European path, obsessed with record low interest rates whilst spending little time on productivity growth. Following “emergency low interest rates” of 3.0 per cent during the Global Financial Crisis, the current 0.1 per cent cash rate is causing havoc amongst the retired generation, which number 4 million people or 15 per cent of our population. This generation unfortunately face Hobsons choice of going up the risk curve, often speculating on risk assets, or eating into their capital. Continue…
by David Buckland Posted in Global markets.
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