Editor’s Pick
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Perreault Resigns from CSL, having already written some of the next chapter
Roger Montgomery
December 16, 2022
When investors, like Montgomery, and our partners, Australian Eagle, talk about quality Australian companies – those with wide and deep economic moats or competitive advantages, relatively low debt, high returns on equity and growing profits – Australian biotech CSL Limited (ASX:CSL) invariably appears near the top of the list. Even global quality-based investors such as Polen Capital count CSL among their holdings. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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How Goldman Sachs sees the outlook for the U.S. economy
Roger Montgomery
December 14, 2022
In a recent blog, we outlined the views of Goldman Sachs strategists on the Australian economic outlook, and the implications for investors. In this blog, we turn to the U.S. Given Goldman Sachs’s close relationship with the U.S. Federal Reserve, their views are certainly worth reading – particularly in relation to the likely direction of interest rates. continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.
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Does positive U.S. data mean it’s time to invest again?
Roger Montgomery
December 8, 2022
Recent U.S. data is confirming our thesis from the start of the year – that inflation will peak, the pace of rate increases will slow and eventually stop, and a new bull market will inevitably begin. To my mind, this points to one conclusion: it’s time to invest again. continue…
by Roger Montgomery Posted in Editor's Pick, Global markets.
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Is our current version of capitalism failing people and our planet?
Roger Montgomery
December 7, 2022
In this week’s video insight Roger discusses the REDcycle program that has been suspended after it was revealed soft plastic items collected at Woolworths and Coles had bee stockpiled for months in warehouses and not recycled. Many experts suggest recycling solutions are no solution at all. They suggest what is required is a ban on plastics. continue…
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Are you looking for monthly income?
David Buckland
December 2, 2022
Investors looking for investment opportunities providing monthly cash income, may want to consider the Aura High Yield SME Fund or the Aura Core Income Fund. This is particularly suitable for investors who wish to source monthly income with lower volatility of returns. continue…
by David Buckland Posted in Aura Group, Editor's Pick.
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Is this as good as it gets for the ‘flying kangaroo’?
Roger Montgomery
November 29, 2022
Warren Buffett is no fan of airlines as an investment. He once wrote that “if a far-sighted capitalist had been present at Kitty Hawk, he would have done his successors a huge favor by shooting Orville down.” And I doubt he would change his mind when it comes to investing in Qantas (ASX:QAN). Although on face value the Aussie carrier looks to be going gangbusters, the numbers tell a slightly different story. continue…
by Roger Montgomery Posted in Airlines, Companies, Editor's Pick.
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MEDIA
Qantas profit upgrade – is it a buy or a sell?
Roger Montgomery
November 25, 2022
In this interview on Ausbiz Roger discusses Qantas. Qantas upgraded its profit forecast by $150 million for the first half of 2023 and told investors it expects to post up to $1.45 billion in pre-tax profit. So is the airline a great business to own? Trading Qantas shares may indeed be lucrative but what about investing for the long-term? Watch: Qantas profit upgrade – is it a buy or a sell?
by Roger Montgomery Posted in Editor's Pick, TV Appearances.
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Three great retail stocks to keep an eye on
Roger Montgomery
November 24, 2022
In this week’s video insight Roger suggests a repeatable way to invest, in a sector of the Australian stock market, that appears to have provided excellent returns to those who have applied it in the past. That sector is retailers, and there are three companies that should be on your watch-list. continue…
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Why Macquarie Group is a high conviction position in The Montgomery Fund
Sean Sequeira
November 17, 2022
Both Australian Eagle and Montgomery have had a position in Macquarie Group (ASX:MQG) for some time. The positive view on the company would seem obvious given the heavy emphasis on first identifying quality businesses in both Australian Eagle’s and Montgomery’s investment process. continue…
by Sean Sequeira Posted in Companies, Editor's Pick, Financial Services, Stocks We Like.
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Will house prices drop once fixed rate mortgages mature?
Roger Montgomery
November 16, 2022
In this week’s video insight Roger addresses wave of fixed-rate mortgages that will soon revert to much higher rates and the impact this will have on national property prices. So exactly how many mortgages were written and is there actually a cliff we need to worry about? continue…
by Roger Montgomery Posted in Editor's Pick, Property, Video Insights.
