Companies

“Buffett screams sell!” “Buffett sounds alarm!” They were the headlines that greeted me recently, about Oracle of Omaha, when I opened my news app to read up on what others thought about the rally in markets since 2022 – a rally that anyone following would know we frequently and repeatedly explained would transpire, and a rally that has accelerated following the election of Donald Trump as the next U.S. President. continue…

by Roger Montgomery Posted in Companies, Economics.

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I was blown away when I first heard the most popular use case for generative artificial intelligence (AI) in 2024, is a chatbot called a companion bot. Romantic AI is one example of a company providing AI girlfriends or AI partners powered by algorithms designed to interact with users on an intimate level. Other examples include Character AI, whose founders are now at Google (NASDAQ:GOOG), whose technology lets users chat and role-play with real-life or fictional characters, including Queen Elizabeth and Draco Malfoy (of Harry Potter fame), or create customized AI companions. continue…

by Roger Montgomery Posted in Companies, Technology & Telecommunications.

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That race toward artificial intelligence (AI) dominance we’ve all been hearing about has prompted some of the world’s largest technology companies – Microsoft (NASDAQ:MSFT) and Meta (NASDAQ:META) platforms included – to ramp up capital expenditures (CapEx) to unprecedented levels. continue…

by Roger Montgomery Posted in Companies, Economics.

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Domino’s Pizza Enterprises Ltd (ASX:DMP) is the largest pizza chain in Australia, and through a master franchise is the leading international Domino’s franchise. Operating more than 3,800 stores across twelve international markets, Domino’s has built a reputation for rapid delivery, customer-focused digital innovation, and a growing footprint through franchise expansion. The company’s growth has largely been steered by the strategic vision of its long-time CEO, Don Meij, who has just announced he will step down from his role after more than two decades at the helm. continue…

by Roger Montgomery Posted in Companies.

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Temple & Webster (ASX:TPW), one of Australia’s leading online furniture and homewares retailers, held its annual general meeting (AGM) on October 24, 2024 and provided a trading update that featured robust sales growth, strategic marketing initiatives, and ambitious future targets. continue…

by Roger Montgomery Posted in Companies.

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Nick Scali (ASX:NCK) released a trading update along with first half earnings guidance. Most analysts conclude that the update was a downgrade to the first-half consensus net profit after tax (NPAT); longer-term investors will look beyond the short-term effects of higher freight charges. continue…

by Roger Montgomery Posted in Companies, Editor's Pick, Small Caps, Stocks We Like.

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There comes a point in our lives where we are exposed to the thought or process of retiring. It could come one day when we open our annual superannuation statement. Or it could come when a parent or workplace mentor announces their intentions to hang up the tools and move into the next phase of life… continue…

by Michael Gollagher Posted in Companies, Property, Small Caps, Stocks We Like.

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OpenAI has recently made waves with its launch of cutting-edge speech technology, and underscoring the company’s shift in focus. While this marks an impressive leap in artificial intelligence (AI) capabilities, it also raises critical concerns that the race to release new products may be sidelining safety measures. continue…

by Roger Montgomery Posted in Companies.

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BHP (ASX:BHP) reported FY24 results that were generally in line with estimates. As one of the most poured-over companies on the Australian Securities Exchange (ASX), the lack of any great surprise is, in itself, no great surprise. Revenue grew three per cent to US$55.7 billion, while underlying earnings before interest, taxes, depreciation, and amortisation (EBITDA) grew four per cent to US$29 billion, the latter being slightly above consensus of US$28.7 billion and driven by a one to two per cent increase in copper equivalent production and higher commodity prices, the latter helping to offset a jump in costs.  continue…

by Roger Montgomery Posted in Companies, Stocks We Like.

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As we noted earlier last week, Guzman y Gomez (ASX:GYG) has wrapped up its first full financial year since going public with exceeding expectations and its prospectus guidance provided in May.  

The 26 per cent increase in network sales and 48 per cent rise in underlying earnings before interest, tax, depreciation and amortisation (EBITDA), which were both slightly ahead of prospectus forecasts has prompted house broker Barrenjoey to adjust its expectations upwards.  continue…

by Roger Montgomery Posted in Companies, Stocks We Like.

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