December 14, 2018
Over the last two years, I’ve been warning that the housing price and residential construction boom would end, leaving a bit of a mess. The big question now is not whether house prices will fall further. It is which other sectors will be impacted, and to what extent? Continue…
by Roger Montgomery Posted in Consumer discretionary, Property.
November 23, 2018
Following 3 months of relative stability, the price of Bitcoin started diving last week and crashed through the perceived $6000 per “coin” floor, and then below the psychological support level of $5000 before eventually bottoming out in the short term at $4300. Continue…
by Joseph Kim Posted in Market commentary.
October 26, 2018
There is a lot going on this October. Writing from our New York office, your author is sitting in a front row seat for what is the most significant monthly decline in the global equity markets in recent history. (And with pipe bombs being discovered in the US postal system, the stock market is far from the most important news story at present). Continue…
by Andrew Macken Posted in Global markets.
October 30, 2018
Aristocrat Leisure Limited (ASX:ALL) has diversified its exposure beyond gaming machines over the last six years with a push into the online, and more recently the mobile games market. This began with its acquisition of social casino business Product Madness, and the internet gaming system and remote game server from GameAccount Network in late 2012 for around A$32 million. Continue…
by Stuart Jackson Posted in Editor's Pick, Stocks We Like, Technology & Telecommunications.
January 2, 2019
As 2018 has drawn to a close, let’s take a look at the year that was. Excluding dividends, the Australian market declined 7.5 per cent over 2018 to 5,709 points. By August, the market was at 6,460 points, and the all-time high of 6,850 points recorded in November 2007 appeared to be within reach. However, the final four months of the year was a rough period for most equity investors. Continue…
by David Buckland Posted in Market commentary.
November 6, 2018
In this week’s video insight Tim discusses The Montgomery Fund’s cash weighting. As value has not been easy to find, we are happy to hold cash for a couple of reasons. In October, a window of opportunity started to open and we have deployed some of our cash.
by Tim Kelley Posted in Editor's Pick, Video Insights.
December 12, 2018
The Federal Labor Party has stated it would change the dividend imputation system if returned to power in 2019. This is expected to see a spike in the number of off-market share buy-backs. The big question for investors is: should you participate? Continue…
by Joseph Kim Posted in Investing Education, Market commentary.
November 8, 2018
It’s always a relief to wake up from a nightmare and while we believe that the nightmare for property investors may have only just begun, there may be relief, or even a silver lining, in the form of lower bank share prices. Continue…
by Roger Montgomery Posted in Financial Services.
December 10, 2018
In a recent post, we set out the following 20-stock portfolio, and invited readers to think about the investment style and process behind the portfolio. To recap, the individual holdings and weights were as follows. Continue…
by Tim Kelley Posted in Investing Education.
January 15, 2019
When it comes to stocks the term ‘quality’ has many definitions. Some investors adopt a flexible approach to the definition of quality including being satisfied if quality management is running the business, a quality customer base exists, or they can identify quality assets on the balance sheet. Continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
What might be the catalyst to provide investors with an opportunity in 2019? Catch up on Roger’s latest video insight, watch here