Editor’s Pick

We recently wrote about the then-upcoming Guzman y Gomez (ASX:GYG) float. That post and its associated social media mentions engendered some polarized views. Curiously, perhaps the bullish camp was filled with those who eat and enjoy Guzman y Gomez’s products. Those who thought the burritos missed the mark assumed the initial public offering (IPO) would do likewise. continue…

by Roger Montgomery Posted in Companies, Editor's Pick.

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I think it’s fair to say anyone with a mortgage or business loan would like to see some relief at the Reserve Bank of Australia (RBA) bowser. While rate cuts benefit those with loans, with real estate, and mortgages, rate cuts could push real estate prices up, further hindering those who are already validly complaining about affordability.  continue…

by Roger Montgomery Posted in Economics, Editor's Pick.

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I recently wrote here about the economics of borrowing 100 per cent of the purchase price for a two-bedroom apartment, and the results weren’t compelling. Despite the annual losses incurred from carrying the property and the historical lack of sufficient capital gains to offset those losses enough to render the investment superior to an equivalent investment in private credit, most Australians will trip over themselves to own an investment property. Bragging rights at dinner parties and keeping up with the Joneses may have something to do with it. As they say, you can lead a horse to water… continue…

by Roger Montgomery Posted in Editor's Pick, Property.

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In my latest ABC Nightlife interview, I had the pleasure of joining Dom Knight to delve into the current market landscape and address some of your pressing questions. We explored how Generation Z’s connection through social media have not only transformed their social interactions but also disrupted numerous industries. We examined demographic shifts and the significant financial influence Gen Z is having on companies’ share valuations, with recent examples such as Asics (TYO:7936) Onitsuka Tigers and Crocs (NASDAQ:CROX). continue…

by Roger Montgomery Posted in Editor's Pick, Radio.

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I have previously written here that one of the most repeatable ways to make money on the Australian Stock Exchange (ASX) is to buy into a retail store rollout story early. Catching the steepest part of the ‘S’ curve when revenue and profit growth are accelerating while head office becomes simultaneously more efficient usually produces good results thanks to the accompanying rise in the share price.  continue…

by Roger Montgomery Posted in Companies, Editor's Pick.

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The restaurant and cafe segment of the hospitality industry holds some sway with government, with its 110,000 venues generating $64 billion in annual revenue. Additionally, it is one of the country’s largest employers of young people. With tougher trading conditions, increasing rents and costs of inputs, the sector is facing unprecedented challenges.  continue…

by David Buckland Posted in Economics, Editor's Pick.

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Australia is currently witnessing challenging dynamics in the property market, where the costs and complexities associated with owning investment properties often outweigh the potential returns. Are high interest rates, increasing taxes, and rising maintenance expenses making property investment less attractive?
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by Roger Montgomery Posted in Editor's Pick, Property.

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In this week’s video insight, I discuss the remarkable progress of Telix Pharmaceuticals (ASX:TLX). Over the past ten months, Telix’s share price has seen significant growth, driven by advancements in radiation imaging and therapy technologies. Their flagship product, Illuccix, is gaining traction in the market. With impressive revenue growth and strategic acquisitions, Telix Pharmaceuticals is well-positioned for continued success in the healthcare sector.  continue…

by David Buckland Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.

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I had the pleasure of joining Adam Keily on the ‘Equity Mates’ podcast, where we had a great discussion about ten noteworthy stocks that are currently catching my eye. These picks span across a variety of sectors, domestic and global and include both small caps and larger companies. 
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by Roger Montgomery Posted in Editor's Pick, Podcast Channel.

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Baby boomers won the genetic lottery in so many ways, not just because a whole chicken in 1973 was $1.09 (Figure 1).  

Take Wayne, for example, born in Sydney in 1945 after World War II. As a teenager, he lands a job earning the national award wage of £13.80 per week. He changes his mind after a couple of years and decides to study engineering. University is free (no HECS), so he continued to work part-time while at university and became an engineer in 1965, earning the average wage of £1,145 per year.    continue…

by Roger Montgomery Posted in Economics, Editor's Pick, Property.

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