Editor’s Pick
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Despite global concerns, we still like Aristocrat Leisure
Stuart Jackson
March 14, 2022
Global leader in gaming content and technology Aristocrat Leisure (ASX:ALL) has suffered a savage sell-off since November. The share price has dropped around 25 per cent as geopolitical issues weighed heavily on investors’ minds. But a recent roundtable presentation for investors should ease any concerns, and the company looks set to ride out the turmoil. continue…
by Stuart Jackson Posted in Companies, Editor's Pick, Stocks We Like.
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If energy prices stay high will that put the world into a recession?
David Buckland
March 9, 2022
In this week’s video insight David discusses the highest commodity prices we have seen in more than seven years and how much of an impact this will have on inflation in the near-term. With Russia supplying large amounts of oil, gas and coal to Europe and the rest of the world, several countries are in a vulnerable position. Can these commodities be replaced?
continue…by David Buckland Posted in Editor's Pick, Video Insights.
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No sustainability without security
David Buckland
March 8, 2022
In his article in Friday’s Australian Financial Review, Kenneth Rogoff, Professor of Economics and Public Policy at Harvard University, wrote the US and Europe “needs to put energy security on a par with environmental sustainability”. continue…
by David Buckland Posted in Editor's Pick, Energy / Resources, Market commentary.
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Why sky-high property prices are here to stay – for now
Roger Montgomery
March 4, 2022
When it comes to explaining our booming property market, one thing stands out: access to cheap loans. So I’m sure many property owners would have breathed a sigh of relief this week when the Reserve Bank of Australia confirmed the historically low overnight cash rate of 0.1 per cent would remain unchanged. continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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What to expect from markets during the Russia and Ukraine war
Roger Montgomery
March 2, 2022
In this week’s video insight Roger discusses the terrible events unfolding in Ukraine, resulting from Russian military action, which are above all else a human tragedy. There isn’t always a straight-line relationship between geopolitical shocks and financial market responses. continue…
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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War. What is it good for? Well, surprisingly, equities
Roger Montgomery
February 24, 2022
Edwin Starr’s classic 1969 anti-war song, War, asks: “War: What is it good for?” and responds emphatically “absolutely nothing.” It’s hard to argue with the sentiment. But it turns out Starr was not completely correct. You see, despite the terrifying carnage and destruction, war can often be a fruitful time to invest. continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.
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The impact of inflation and interest rates on companies’ price to earnings ratios
Roger Montgomery
February 22, 2022
Currently-surging US inflation has triggered a dramatic move in interest rate expectations, which in turn have inspired equity investors to reassess the risk they are willing to adopt. In the space of seven months, US short-term interest rate expectations have moved materially. continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.
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Inflation, interest rates and equities: the big question
Roger Montgomery
February 16, 2022
In this video Roger addresses the question on all investors’ minds around the interaction of inflation, short term interest rates and equities. If consensus expectations of inflation and interest rates are wrong this presents a great opportunity to purchase stocks whose PEs have contracted. continue…
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Despite the share price fall, IDP Education’s future is looking bright
Roger Montgomery
February 14, 2022
IDP Education (ASX:IEL) has just reported its half-year results, which came in below market expectations, largely due to COVID-related restrictions. The initial market reaction was quite severe, pushing the share price well below its November 2021 high. IDP has a solid pipeline of leads and, with borders reopening, the future is looking bright. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Why it’s time to capitalize on the carnage in tech stocks
Roger Montgomery
February 9, 2022
The current equity correction has taken a lot of the froth out of the market. But caught up in the carnage have been a number of high quality companies with years of growth ahead. Which is why I think this could be a very good time for investors to take a look at some of these businesses, including Pro Medicus, Megaport and REA Group. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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