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The two big themes for Aussie investors
Roger Montgomery
July 8, 2019
What do A2 Milk and Nine Entertainment have in common? They represent two key themes that Australian investors should focus on to potentially enhance their long-term returns. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Will a tech IPO bust drag the market down?
Roger Montgomery
June 6, 2019
Each day brings more news of another huge technology IPO, often by businesses that have never made a profit – and perhaps never will. But there are new signs that this latest tech bubble could be coming to an end. Continue…
by Roger Montgomery Posted in Companies, Market commentary.
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Does Challenger’s recent announcement imply good news?
Andrew Macken
July 18, 2019
At an investor day in Sydney last month, newly-appointed CEO of Challenger (ASX: CGF), Richard Howes, announced something that any new CEO would rather not. Howes announced that he was abandoning the 18 per cent pre-tax Group normalised return-on-equity (ROE) target that had been held by the company for the last 15 years. The market did not take kindly to this news, wiping off 16 per cent of Challenger’s market capitalisation over the subsequent 24 hours. Continue…
by Andrew Macken Posted in Companies, Editor's Pick, Stocks We Like.
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Is Costa Group’s share price decline cyclical or structural?
Joseph Kim
June 12, 2019
One of the more significant de-rating stories over the past 12 months has been that of fruit and vegetable grower Costa Group (ASX:CGC), which has had to issue two earnings downgrades over this period due to a variety of weaker pricing and agricultural-related issues. Continue…
by Joseph Kim Posted in Companies.
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The case to invest globally just got stronger
Roger Montgomery
July 25, 2019
Right now, there’s no shortage of analysts cautioning investors that equities are over-priced, given that many businesses are sitting on elevated, if not euphoric, multiples. But looking more closely, is it the right time to switch out of cash and into global equities? Continue…
by Roger Montgomery Posted in Editor's Pick, Global markets.
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Where is the market heading?
Roger Montgomery
July 31, 2019
In this interview for Switzer TV, Roger joins Peter Switzer to discuss exactly where the market is at right now. Low interest rates are pushing equities higher creating a challenge for value investors. Although, if we take a look overseas, there are a lot more opportunities.
by Roger Montgomery Posted in Editor's Pick, TV Appearances.
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What ‘appens next to the APX share price
Roger Montgomery
May 28, 2019
Appen (ASX:APX) is one of Australia’s high-flying tech stocks – which collectively go under the WAAAX acronym. Its share price has almost tripled over the past year as many investors ride the Oz tech story. But to my mind, the company’s valuation looks extremely stretched.
Continue…by Roger Montgomery Posted in Companies, Editor's Pick.
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Farewell Fiscal 2019, Hello Fiscal 2020
David Buckland
July 1, 2019
As fiscal 2019 has drawn to a close, let’s take a look at the year that was. In sporting parlance, it was definitely “a game of two halves.” Virtually all major indexes declined in the December 2018 half-year, however this proved temporary and the recovery in the June 2019 half-year was quite extraordinary. Continue…
by David Buckland Posted in Editor's Pick, Market commentary.
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Beware companies issuing multiple downgrades
Roger Montgomery
June 25, 2019
Over the last few months, eight times as many ASX-listed companies have downgraded as upgraded. That’s an alarming figure, and reveals a serious decline in business conditions. The mission for all investors is to try to avoid companies issuing further downgrades. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Keep an eye on firms exposed to residential building
Roger Montgomery
August 6, 2019
With the market on a tear, bargains are hard to come by. But patient investors might soon find some joy in businesses exposed to the residential construction sector – potentially firms like Bingo and Nick Scali – whose share prices could come off as construction activity softens. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Property.
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