Investor Insights

Archive: October, 2019

October 31, 2019

Spark Your Fire; Property Vs Shares

By Roger Montgomery

Roger joined Jas and David on Spark Your Fire Podcast to discuss how to identify value in property and equities, how to best structure your portfolio and a look at the current economic environment. Listen here.
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October 30, 2019

Money News 29.10.2019

By Roger Montgomery

Roger Montgomery joined Ross Greenwood on Money News to take a closer look at the six Aussie floats that have failed in the past two weeks. They’ve all been valued at more than 150 million, so what has caused their failure?
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October 23, 2019

Money News 23.10.2019

By Roger Montgomery

Roger Montgomery joined Ross Greenwood on Money News to discuss the WAAAX stocks. What’s implied in the price of these companies is that once they grow revenue and market share they will have the market to themselves. Although this isn’t the case, take a look at Uber for example – there are many competitors.
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October 18, 2019

It’s tough on the home front

By Roger Montgomery

In this article for Money Magazine Roger takes a look at the conditions in residential building and three companies – Fletcher Building, Adelaide Brighton Cement and CSR. What’s their outlook? Read here.
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October 16, 2019

Money News 16.10.2019

By David Buckland

David Buckland joined Ross Greenwood on Money News to discuss current markets including how the housing decline is having a flow on impact on many areas. Another topic of discussion is the Latitude float, being pulled for the second time.
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October 10, 2019

Avoiding a recession low rates won’t fix

By Roger Montgomery

In this article for the Australian Roger identifies why low interest rates aren’t a suitable strategy to pull the economy out of its vicious cycle. What’s a better option? Read here.
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October 10, 2019

Bulls, bonds and brain damage

By Roger Montgomery

In this article for Firstlinks Roger discusses the dangers in both private equity markets and bond markets. Whether it is from these markets that the next black swan or contagion emerges remains to be seen but bubbles they are, without doubt. Read here.
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October 9, 2019

Money News 08.10.2019

By David Buckland

David Buckland joined Ross Greenwood on Money News to discuss the impact of the RBA attempting unconventional methods of stimulating the economy. This includes printing more money or negative interest rates.
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October 4, 2019

Don’t assume rates will go to zero

By Roger Montgomery

In this article for the Australian Roger discusses the thought that when everyone in the market is pointing in the same direction, that trade is done, and it’s time to turn around and look the other way. So what if interest rates don’t go to zero? Read here.  
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