February 20, 2019
In this week’s video insight Tim takes a look at Telstra’s half-year results. Revenue, earnings and cash flow all broadly lined up with expectations so there weren’t many surprises. Although since we last looked at Telstra there have been some interesting developments. Continue…
by Tim Kelley Posted in Video Insights.
February 28, 2019
For 10 years now, the S&P 500 has been on a run, soaring from under 800 points to around 2800 points. But is this as good as it gets for now? Warren Buffett seems to think so. And criticism of his recent investment decisions could signal that the market is due a breather. Continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.
February 6, 2019
The recommendations of the final report by the Royal Commission into Financial Services were far more benign than the market feared. And that’s seen an immediate bounce in bank share prices. Can shareholders now relax? Continue…
by Stuart Jackson Posted in Financial Services.
February 4, 2019
The team at Montgomery have a busy month ahead with the half-year 2019 reporting season upon us. Over the coming weeks companies will provide a flood of new information for the market to pore over. Continue…
by Roger Montgomery Posted in Investing Education.
March 14, 2019
I believe Vaughan Bowen is one of Australia’s great telecommunications entrepreneurs. Vaughan was the founder of M2 Telecommunications, which proved exceptionally rewarding for its long-term shareholders. After floating on the ASX in October 2004 for $0.25, it proceeded to rally to $11.00 – whilst paying out an aggregate $1.23 in dividends – over the ensuing ten-and-a-half year period. Continue…
by David Buckland Posted in Technology & Telecommunications.
January 25, 2019
The Chinese economy, long the growth engine of the world, is showing increasing signs of fatigue. China reported 6.6 per cent GDP growth for 2018, the slowest pace of annual growth in nearly three decades, and even slower growth of 6.4 per cent in the fourth quarter. Continue…
by Daniel Wu Posted in Global markets.
March 13, 2019
While APRA has not yet released the data for the December 2018 quarter for housing loan approvals, we can see September 2018 showed a 56 per cent decline of interest only loans approved. With investors less active and less foreign buyers, and new buyers at 17-years lows, it seems the real decline in residential building activity is yet to materialise as we look at the correlation between building approvals and building starts.
by Roger Montgomery Posted in Editor's Pick, Video Insights.
February 5, 2019
For every company that upgraded their outlook during the Confession Season, for the first half of the 2019 financial year, five companies have downgraded. For the same period a year earlier, that ratio was three-to-two. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
February 8, 2019
Conventional wisdom typically holds that actively trading positions in your portfolio destroys value. Whether it’s Warren Buffett recommending a “buy-and-hold” strategy, or your advisor recommending against active-trading to minimise brokerage and taxes, there are plenty of experts out there who contend that active trading is inadvisable. Continue…
by Andrew Macken Posted in Investing Education.
January 22, 2019
In this week’s video insight George takes a look at a company that has one of the most advantaged business models in existence. That company is Facebook. While Facebook has been under siege in the news headlines for data and privacy scandals in recent times, we believe the company’s business model remains strong. Continue…
by George Hadjia Posted in Editor's Pick, Video Insights.
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