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How bad is Australia’s mortgage stress?
Stuart Jackson
February 14, 2018
The level of household financial stress in Australia is a key issue. This is because a significant pull-back in the financial position of households would have flow-on effects across the economy. So, the recent data released by the nation’s largest lenders provides an important reading of future trends. Continue…
by Stuart Jackson Posted in Editor's Pick, Financial Services.
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Whitepaper: Three Ways to Win
Andrew Macken
January 24, 2018
How can you increase your probability of profiting from an equity investment? To reduce their risks, skydivers jump with more than one parachute. As investors, we take the same approach. This whitepaper sets out three key factors we believe all investors should consider when looking at a business. Continue…
by Andrew Macken Posted in Whitepapers.
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What’s Next for the Stock Market?
Roger Montgomery
March 5, 2018
The market ructions in early February were a genuine ‘shot-across-the-bows’ – a warning to investors about the longevity of easy credit, soaring asset prices and ultra-low volatility. That’s why, with markets potentially on the verge of a big reversal, we think it’s prudent to hold more cash. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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A crash is coming, and Jim Rogers says it will be a doozy
Roger Montgomery
February 23, 2018
Legendary investor, Jim Rogers, is a famed perma-bear. But this month Rogers stepped it up. He predicted that the next bear market will be “the worst in our lifetime”, fueled by a world that is laden with debt, and that it will occur within the next two years.
Continue…by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Could a US housing crisis happen here?
Roger Montgomery
March 1, 2018
There is one common theme in the vast number of financial crises the world has seen – excessive debt. So, with Australia’s ratio of household debt to disposable income approaching 200 per cent, it’s time for investors to get super-cautious. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary, Property.
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Will the ‘everything bubble’ pop this year?
Roger Montgomery
February 12, 2018
As a new year begins, market predictions are coming in thick and fast. Significantly, in recent days, the views of some of the giants in the industry are echoing those we hold and have shared with our readers. If we are right, then investors will need to be rather more nimble than usual this year. Continue…
by Roger Montgomery Posted in Market commentary.
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Dividends. What’s all the fuss?
Roger Montgomery
March 15, 2018
In the last few days Opposition Labor Leader Bill Shorten has proposed a radical transformation of dividend imputation. Putting aside his mistaken belief that his voters are “Aussie Battlers”- when in fact they are hard-working small business owners and contractors, many of whom receive franked dividends from their business endeavors – it’s worth looking at what all the fuss is about… Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Brisbane’s apartment pains could trigger nationwide contagion
Roger Montgomery
February 1, 2018
I’ve been warning that new apartments are being oversupplied by developers, and sold to unsuspecting investors who think interest rates will never go up and property prices can never go down. Recent trends have only confirmed my fears.
Continue…
by Roger Montgomery Posted in Property.
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Why Codan satisfies my inner geek – and meets my search for quality
Andreas Lundberg
March 16, 2018
In Adelaide, well away from Australia’s better known tech centres, is a small, innovative company called Codan (ASX:CDA) that many argue is leading the world in the technology it creates. Once you read about the company, we wonder whether you agree. Continue…
by Andreas Lundberg Posted in Companies, Stocks We Like.
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Investors beware: the warning light has begun to flash amber
Roger Montgomery
April 3, 2018
Warren Buffett recently observed that markets can quickly turn from green to red, without pausing at yellow. It was a veiled warning that when valuations are at extremes – as they are today – it doesn’t take much to trigger something serious. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Investors beware: the warning light has begun to flash amber: read here
