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  • Why are we invested in AMP? read here

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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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Will the copper price hit record highs?
May 11, 2023

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An option for seeking regular income in a volatile world
May 25, 2023
by David Buckland
Two stocks we currently like
May 19, 2023
by Gary Rollo
What happens to earnings if share prices fall?
What happens to share prices is earnings fall?
May 12, 2023
by Roger Montgomery
Three stocks we like Roger Montgomery
Three transport stocks we like
May 3, 2023
by Roger Montgomery
  • Ausbiz: Is it safe to re-enter still shark-infested retail waters?

    Roger Montgomery
    May 26, 2023

    I joined Ausbiz to discuss whether the increased interest rates are finally hurting consumers. There have been some recent profit warnings from discretionary retailers which show the strain on consumer spending. Is now a better time to avoid retailers and focus on other opportunities? Watch the interview: Is it safe to re-enter still shark-infested retail waters?

    by Roger Montgomery Posted in Value.able.
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    • POSTED IN Value.able.
  • Is investing in a furniture retailer ahead of a recession a bad idea?

    Roger Montgomery
    May 26, 2023

    While stocks have climbed the proverbial wall of worry, most investors are anticipating a recession either later this year or in the first half of 2024. Such is the extent of recessionary expectations, derivative investors are predicting at least three rate cuts from the U.S. Federal Reserve or just over 100 basis points of cuts to the Fed Funds rate. Continue…

    by Roger Montgomery Posted in Consumer discretionary.
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    • POSTED IN Consumer discretionary.
  • An option for seeking regular income in a volatile world

    David Buckland
    May 25, 2023

    In this week’s video insight David discusses how investors seeking regular income should consider the Aura High Yield SME Fund and the Aura Core Income Fund. As the Reserve Bank of Australia (RBA) have tightened their official cash rate over the past year, we have seen the monthly payments of the Aura fund’s jump from around 0.60 per cent per month towards 0.80 per cent per month. Continue…

    by David Buckland Posted in Video Insights.
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    • POSTED IN Video Insights.
  • The Reserve Bank of New Zealand leads the way….again

    David Buckland
    May 24, 2023

    The Reserve Bank of New Zealand (RBNZ) is determined to crush inflationary expectations, with their 12th increase in official cash rates in the 19 months since 6 October 2021 from 0.25 per cent to 5.50 per cent. Continue…

    by David Buckland Posted in Global markets.
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    • POSTED IN Global markets.
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    “This is a book you simply must read.
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  • Not safe to re-enter still shark-infested (retail) waters

    Roger Montgomery
    May 24, 2023

    Since rates commenced rising, we have been tracking the consumer closely, waiting for the inflection point where inflation and higher mortgage commitments meet the end of government financial support and savings dry up. Continue…

    by Roger Montgomery Posted in Consumer discretionary.
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    • POSTED IN Consumer discretionary.
  • ABC The Business: Afterpay and Zip could face tougher future under new laws

    Roger Montgomery
    May 23, 2023

    I joined ABC’s The Business to discuss Buy Now Pay Later (BNPL) businesses including AfterPay and Zip. We always thought these companies were mediocre – they were over-valued, with unsustainable growth and increasing competition.

    Way back in 2018 I warned investors about the BNPL space and continued to do so in 2019, and 2020, questioning how long the euphoria would last. Fast forward to today, BNPL providers are facing a raft of new regulations. Is their future now even more concerning?

    Continue…

    by Roger Montgomery Posted in TV Appearances.
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    • POSTED IN TV Appearances.
  • Aura Private Credit

    Aura Private Credit: Letter to investors 19 May 2023

    Brett Craig
    May 23, 2023

    The Australian Bureau of Statistics (ABS) has recently reported on various leading indicators that contribute to the Reserve Bank of Australia’s (RBA) monthly monetary policy decisions. The wage price index released last week reported the largest annual increase in wage growth in more than 10 years. The labour market also remains strong. Household spending growth has finally begun to show signs of slowing. Continue…

    by Brett Craig Posted in Aura Group.
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    • POSTED IN Aura Group.
    Aura Private Credit
  • Three is the magic number

    Roger Montgomery
    May 22, 2023

    With apologies to De La Soul for hijacking the title of one of their hit songs, we discuss here three companies that are currently held in our domestic funds.  All three can be found in the portfolios of The Montgomery Fund and The Montgomery [Private] Fund, managed by Sean Sequeira, Alan Kwan and Daniel Chan. Corporate Travel Management is also held by Gary Rollo and Dominic Rose in the Montgomery Small Companies Fund. Continue…

    by Roger Montgomery Posted in Companies, Stocks We Like.
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    • POSTED IN Companies, Stocks We Like.
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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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