Investor Insights

May 22, 2019

Westpac customers braced for Apple Pay

Lucas Baird published an article in the Australian Financial Review which discusses why Westpac is the only big four bank without Apple Pay functionality. Lucas draws on Stuart’s view that the resistance was probably linked to the fees Apple charges the banks. Read here.
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May 15, 2019

Money News 14.05.2019

By Roger Montgomery

In this interview on Money News, Roger discusses the recent downgrades for companies leveraged to the housing market. For those companies doing well, success is more than reflected in their share prices – leaving very little for value investors. Although which companies should you keep an eye on?
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May 10, 2019

Trading Day Live Featuring Roger Montgomery: 09 May 2019

By Roger Montgomery

Roger appeared on Your Money’s Trading Day Live to discuss whether a housing crash is ensured without any action? An increase in unemployment in the construction sector will also have an impact on the retail sector and consumer finance businesses.
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May 9, 2019

ABC Nightlife: Where to put your investment dollar

By Roger Montgomery

In this radio program with Philip Clark, Roger discusses the current state of the Australian economy. Interest rates were left on hold by the RBA, and we could soon see a big drop in construction activity – which will cause higher unemployment rates and less discretionary spending.
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May 8, 2019

It’s unlikely Uber has a long-term future

By Roger Montgomery

In this article for Cuffelinks Roger discusses the hottest IPO of 2019, Uber. When Uber’s private equity owners and other shareholders hinted they were ready to float in late 2018, a valuation of up to US$120 billion was quickly adopted following investment banker indications. Although is its future really that bright? Read here.  
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May 8, 2019

Money News 07.05.2019

By Roger Montgomery

In this interview on Money News, Roger discusses the RBA’s decision to keep rates on hold. Cutting rates without more relaxed lending standards won’t make a difference, we need to see the banks have the ability to lend within a sensible stress-lending test. Will this create issues if unemployment spikes?
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May 1, 2019

Money News 01.05.2019

By Roger Montgomery

In this interview on Money News, Roger discusses the companies which have recently released trading updates due to the housing downturn. Beacon Lighting has downgraded, Super Retail Group revealed strong sales growth however noting an impact on margins, and Domain’s update shows weaker revenue trends.
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April 30, 2019

Counting the cost of the fallout in Aussie housing

By Roger Montgomery

In this article for the Herald Sun Roger discusses the reason behind reduced optimism. Spending over the past few years has been borrowed from the never-never with household debt at record highs. If something cannot go on forever, it must stop. And this is what we have seen with consumers drawing down on savings. Read here.
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April 29, 2019

US earnings season delivers for the believers

Vesna Poljak published an article in the Australian Financial Review which discusses some results from the US earnings season and how the digital giants triumphed with reliable earnings growth. Vesna mentions George’s view on Facebook. Read here.
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April 26, 2019

Big float unlikely to smooth Uber’s bumpy future

By Roger Montgomery

In this article for the Herald Sun Roger takes a closer look at the Uber IPO. It is likely to be one of the biggest floats of the decade, rumoured to be aiming for a $US100 billion valuation. Although there are few things investors need to be aware of. Read here.
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