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.
February 26, 2019
Alex Saunders from Nugget’s News published a video documentary delving into the systemic changes that have taken place in recent years in Australia’s economy, which might now put us at risk of an economic slowdown. This video interviews Roger on the economy.
by Roger Montgomery Posted in Editor's Pick, Talks.
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.
December 21, 2018
Thank you for sending in your guesses to my previous post, name those stocks… and their multiples. It’s time I reveal the answers and how you can use them to reflect on the madness of markets. Continue…
by Christopher Demasi Posted in Investing Education.
January 16, 2019
As they say, “when it rains it pours” and that can certainly be said for the major banks in Australia as they are confronted with a raft of issues and a new development with their New Zealand operations. Continue…
by Stuart Jackson Posted in Financial Services.
February 15, 2019
Sydney Airport is Australia’s busiest airport. Its owner – Sydney Airport Holdings (ASX:SYD) – has profited from Australia’s growing attraction as a tourism destination, and the airport’s monopoly position. So what does the future hold for its key earnings drivers? Continue…
by Joseph Kim Posted in Companies.
January 29, 2019
I hadn’t expected to arrive in our New York office in the depths of winter (minus 23 degrees with windchill last weekend) after enjoying Christmas in Sydney (30 degrees and shorts are a fond memory) to write about Australian houses. We run global funds, and Australia is still part of the world, so maybe I can justify it that way. Continue…
by Christopher Demasi Posted in Property.
January 23, 2019
The latest credit data paints a gloomy picture for the housing market. Over the past year or so, we’ve seen new finance commitments trend down for owner occupiers and investors, and a very significant increase in loan rejections. Credit could get even tighter once the Royal Commission into financial services hands down its recommendations. Continue…
by Andreas Lundberg Posted in Editor's Pick, Property.
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.
December 21, 2018
As the team at Montgomery heads off for the holiday season to spend time with friends and family, we wanted to wish you all a happy, safe and relaxing Christmas. Continue…
by Roger Montgomery Posted in Montgomery News and Updates.
Catch up on Value.able The Podcast where I discuss how to value the best stocks and buy them for less than they’re worth. Episode 12 has just been released listen here