Editor’s Pick
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Aura Private Credit letter to investors: 28 July 2023
Brett Craig
July 31, 2023
Last week we commenced a series exploring the different loan and security types of the Aura Private Credit strategies hold exposure to via relationships with non-bank lenders we see as best of breed. These lenders provide Australian SMEs with specialised funding solutions, utilising securitisation warehouse structures, provided by the Aura Private Credit strategies, as investment vehicles. continue…
by Brett Craig Posted in Aura Group, Editor's Pick.
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Stayer’s secrets: Mercer’s top fundie
Sean Sequeira
July 26, 2023
Australian Eagle Asset Management is the top performing fund manager over a five-year period with their Equity Strategy Fund delivering an impressive return of 11.6 per cent per annum, compared to the ASX 100 Accumulation Index which returned 7.8 per cent per annum. continue…
by Sean Sequeira Posted in Editor's Pick, In the Press, Montgomery News and Updates, On the Internet.
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Why small caps could rally from here
Roger Montgomery
July 25, 2023
Back on 12 October last year, with the S&P500 in the grip of a bear market, we published a blog titled “Why it might be time to be greedy once more”. It’s turned out to be a good call, as the index has since gained 21 per cent. But not all companies have participated in the rally – large caps have easily outpaced small caps, which are now selling at very attractive prices. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Private Credit: a smart choice
Roger Montgomery
July 17, 2023
For many years I’ve advocated investment in equities. That won’t change. I believe owning quality growing businesses is the surest way to long-term wealth creation. A quick glance at the ‘rich lists’ of the wealthiest people in Australia, for example, reveals a list of business owners. And the stock market provides investors with access to many of the very same businesses. Purchase at a rational price a portfolio of businesses whose earnings march upwards over the years, and so will the market value of your portfolio. continue…
by Roger Montgomery Posted in Aura Group, Editor's Pick, Video Insights.
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Legacy point of sale providers are the walking dead
Roger Montgomery
July 14, 2023
I think investors in businesses that generate meaningful revenue from point-of-sale hardware terminals (EFTPOS terminals) are sleepwalking towards their own financial cliff. And my reading of some of the broker research notes, covering the relevant companies, tells me the market doesn’t understand the implications. There is therefore much more downside ahead for these businesses. continue…
by Roger Montgomery Posted in Companies, Consumer discretionary, Editor's Pick, Financial Services.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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We’ve returned 9.6%* pa to investors without sacrificing on security. Here’s how we do it
Brett Craig
July 13, 2023
In this period of heightened volatility, above-target inflation, and rising interest rates, you need investments that aim to protect your capital as well as grow it. Quality private credit is one way of achieving this. And unlike equities, the cash rate, or other asset classes, you’re not wed to the economic cycle. continue…
by Brett Craig Posted in Aura Group, Editor's Pick, Video Insights.
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Value investing? Don’t follow Ben Graham
Roger Montgomery
July 11, 2023
Over the years, there has been some confusion about our approach to value investing. And even though a majority of my 2010 book, Value.able discussed the importance of identifying quality businesses, which included a company’s bright prospects for growth, many investors and commentators have been fixated on the value component of the philosophy. continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education.
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Collins foods: Navigating challenges and seeking growth opportunities in the fast-food market
Roger Montgomery
July 6, 2023
Brisbane-based Collins Foods Limited (ASX:CKF) operates, manages, and administratively supports fast-food restaurants and food service outlets. The company’s portfolio of owned and franchised KFC outlets makes it one of the largest KFC franchisees in the world. continue…
by Roger Montgomery Posted in Companies, Consumer discretionary, Editor's Pick.
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Home-grown Australian biomedical companies shine on the global stage
David Buckland
July 5, 2023
In this week’s video insight David Buckland discusses two Australian biomedical companies, Pro-Medicus (ASX:PME) and Telix Pharmaceuticals (ASX:TLX) which are gaining global recognition. Pro-Medicus specialises in imaging software and has experienced significant growth, while Telix focuses on cancer management technologies with promising market potential. Both companies are poised for further success and expansion. continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
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MEDIA
Nvidia’s share price has surged almost 200 per cent on an AI boom. But will it stay there?
Roger Montgomery
June 27, 2023
Rachel Pupazzoni published an article for ABC News discussing how seven companies have experienced significant growth compared to other stocks, collectively rising by 50 per cent year-to-date, while the rest of the companies in the MSCI US Index have remained unchanged. She draws on Roger’s thoughts on how this narrow group of companies driving the market gains is likely influenced by enthusiasm for AI and its transformative potential, although the actual extent of its impact remains uncertain. Read here: Nvidia’s share price has surged almost 200 per cent on an AI boom. But will it stay there?
by Roger Montgomery Posted in Editor's Pick, In the Press, On the Internet.
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