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REA Group continues to deliver for long-term investors

latest feature

REA Group continues to deliver for long-term investors

Roger Montgomery
May 17, 2023

Since listing in 1999, the share price of REA Group (ASX:REA) – Australia’s leading online property portal – has risen from around 50 cents to around $140. So you’d have been far, far better investing in REA than in the property market that it serves. REA continues to be one of the highest quality businesses on the ASX, and a slightly underwhelming third-quarter trading update has not changed my opinion of the company’s prospects. continue…

Since listing in 1999, the share price of REA Group (ASX:REA) – Australia’s leading online property portal – has risen continue...

by Roger Montgomery Posted in Companies, Property, Stocks We Like.
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Three is the magic number
May 22, 2023

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An option for seeking regular income in a volatile world
May 25, 2023
by David Buckland
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May 19, 2023
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May 12, 2023
by Roger Montgomery
Three stocks we like Roger Montgomery
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May 3, 2023
by Roger Montgomery
  • Aura Private Credit

    Aura Private Credit: Letter to investors 02 June 2023

    Brett Craig
    June 5, 2023

    The monthly Consumer Price Index indicator rose by 6.8 per cent in the year to April 2023. This month’s result is higher than the 6.3 per cent rise reported in the prior month. The rise can be largely attributed to the rise in housing and petrol seen in April along with what are considered to be volatile items – fuel, fruit, vegetables and holiday travel. Continue…

    by Brett Craig Posted in Aura Group.
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    • POSTED IN Aura Group.
    Aura Private Credit
  • AI stocks: have you missed the buying boom?

    Roger Montgomery
    June 2, 2023

    I joined Ausbiz to share my view on generative AI’s transformative potential and investment landscape, giving particular attention to Nvidia’s (NVDA) recent success. New technologies that transform life typically lead to bubbles; however, these new technologies will change the world. Watch the interview: AI stocks: have you missed the buying boom?

    by Roger Montgomery Posted in On the Internet, TV Appearances.
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    • POSTED IN On the Internet, TV Appearances.
  • Should we be in a recession already?

    Roger Montgomery
    June 2, 2023

    We have been optimistic about the prospects for equities this year despite fears of recession. And even though investors have listed a deeply inverted U.S. Treasury yield curve, a sharp drop in the oil price, falling consumer demand, credit tightening and declining M2 money supply as reasons to justify expectations of a recession, the outcome is not guaranteed. Continue…

    by Roger Montgomery Posted in Market commentary.
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    • POSTED IN Market commentary.
  • Is there a bright future ahead for Aeris Resources and Rex Minerals?

    David Buckland
    June 1, 2023

    I recently concluded that while Copper’s near-term outlook remains closely linked to global industrial production expectations, as the global supply/demand curve heads into a deficit later this decade we expect the Copper price to hit record highs. Today, I wanted to focus on two relatively junior Australian Copper plays, owned by the Montgomery Small Companies Fund, Aeris Resources (ASX:AIS) and Rex Minerals (ASX:RXM). Continue…

    by David Buckland Posted in Companies, Stocks We Like.
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    • POSTED IN Companies, Stocks We Like.
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  • Quality growth – the recipe for success

    Michael Gollagher
    May 31, 2023

    2023 has been a challenging year for stock markets, when we commenced in January we launched with a bang, with strong market returns occurring across the globe. By the time February approached volatility had set in and we find ourselves in a situation where like tropical weather, the forecast can change at a moment’s notice. Continue…

    by Michael Gollagher Posted in Companies, Stocks We Like, Technology & Telecommunications.
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    • POSTED IN Companies, Stocks We Like, Technology & Telecommunications.
  • How much more financial pressure can Australian mortgagees take?

    Sean Sequeira
    May 30, 2023

    Talk to anyone on the street these days and the conversation will inevitably turn to how inflation is increasing their cost of living in some form or another. Inflation has risen steadily since the beginning of 2022 despite the determined efforts of Reserve Bank of Australia (RBA) to bring it back towards its target range of 2-3 per cent. Continue…

    by Sean Sequeira Posted in Companies, Financial Services.
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    • POSTED IN Companies, Financial Services.
  • Aura Private Credit

    Aura Private Credit: Letter to investors 26 May 2023

    Brett Craig
    May 29, 2023

    Over the past decade, regulatory capital treatment has seen Authorised Deposit-taking Institutions or major Banks (ADIs) pull back from originating specialised asset-based loans, instead gaining exposure via asset-backed facilities secured by asset-based loans originated by non-bank lenders. Due to ADIs’ preference to invest only in large, mature facilities with a AAA rating, there is an inherent funding gap. This week we explore how specialised investment managers, such as the Aura Private Credit team, provide curated access for investors to this asset class via securitisation or asset-backed facilities. Continue…

    by Brett Craig Posted in Aura Group.
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    • POSTED IN Aura Group.
    Aura Private Credit
  • Universal Store’s share price plunges after trading update

    Roger Montgomery
    May 29, 2023

    Sentiment remains extremely tentative. Good news is met with share price gains of one or two per cent but disappointment is met with market capitalisations falling by a quarter or more in a single day.  That sentiment met Universal Stores (ASX:UNI) last week, as it released its trading update, which also offered insights into consumer behaviour and guidance for its Full Year 2023 result. Continue…

    by Roger Montgomery Posted in Companies, Consumer discretionary.
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    • POSTED IN Companies, Consumer discretionary.
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ARE WE THERE YET? WHAT TO DO WHEN THE BOTTOM OF THE MARKET IS UNKNOWN

Roger Montgomery’s latest whitepaper is now available. It explores the challenges of investing when no one knows whether equity markets have reached the bottom of the latest volatility cycle. The paper offers a framework to help you navigate today’s market and invest in quality, profitable companies with growth potential.

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WHITEPAPER

ARE WE THERE YET? WHAT TO DO WHEN THE BOTTOM OF THE MARKET IS UNKNOWN

Roger Montgomery’s latest whitepaper is now available. It explores the challenges of investing when no one knows whether equity markets have reached the bottom of the latest volatility cycle. The paper offers a framework to help you navigate today’s market and invest in quality, profitable companies with growth potential.

READ HERE

Having delivered a superior track record of returns and capital preservation, investors also benefit from an emphasis on transparency and communication, and a dedication to long-term relationship.

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