Editor’s Pick

Wow. Talk about playing the man and not the ball! Perhaps some of the most vitriolic feedback I have encountered has come from those who have chosen to write to me explaining how wrong I am about Tesla (NASDAQ:TSLA) possibly being just another car company. 

They’re as staunchly convinced about the company’s prospects as they are about its products.  continue…

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

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The Australian Bureau of Statistics (ABS) last week, released the monthly Consumer Price Index (CPI) figures for February. The consumer price index is a measure of inflation published by the Australian Bureau of Statistics. The monthly CPI read came in at 3.4 per cent in the 12 months to February 2024. The rate has now remained unchanged for three consecutive months. When excluding the volatile items, which included fuel, fruit and vegetables, and holiday travel, the CPI level was 3.9 per cent. This is a downward revision from the 4.1 per cent reported in January.  continue…

by Brett Craig Posted in Aura Group, Economics, Editor's Pick.

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In this week’s video insight, I explore the divided state of Australia’s property market, highlighted by the latest Australian Bureau of Statistics (ABS) figures. With new home lending showing an unexpected decline, the market seems to be at a crossroads between tightening credit conditions and rising investor interest. continue…

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

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2023 saw the largest gap emerge between large-cap companies and small caps since the GFC. The question is, will this gap to close in 2024? 

We are optimistic about Australian small caps, anticipating a highly favourable environment and outperformance. That gap offers greater growth than large caps, at relatively more attractive valuations. continue…

by Roger Montgomery Posted in Editor's Pick, Small Caps, Video Insights.

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by Roger Montgomery Posted in Editor's Pick, Small Caps, TV Appearances.

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While all fingers are pointing to an Australian politician being guilty of spying against Australia and allegedly for the Chinese, should we also be pointing the finger at Chinese-made electric vehicles (EVs)?  continue…

by Roger Montgomery Posted in Editor's Pick, Technology & Telecommunications.

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As a low-cost and long-life spodumene producer (spodumene is a raw material used to produce lithium for batteries in your phone, e-bike and electric vehicles (EVs), Pilbara Minerals (ASX:PLS) is one of the highest quality single commodity miners on the ASX. The share price has been punished recently, with the spodumene price falling from over U.S.$8,000 per tonne to below U.S.$1,000 per tonne in just over 12 months.   continue…

by Daniel Chan Posted in Companies, Editor's Pick, Stocks We Like.

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New spending figures published by the Association of Superannuation Fund of Australia (ASFA) define what it means to be comfortable in retirement. And while their numbers are well above the current age pension payments, I am not sure even those elevated numbers realistically measure up to what many, if not most, people would describe as comfortable.  continue…

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

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In this week’s video insight, Gary Rollo and I engage in a discussion about the remarkable performance of the Montgomery Small Companies Fund and its implications for investors. With a backdrop of significant outperformance by the fund against its benchmarks, portfolio manager, Gary Rollo, unpacks the recent success stories of specific companies and the broader economic trends influencing small cap stocks. Spotlighting companies such as Life360 (ASX:360), Megaport (ASX:MP1), Superloop (ASX:SLC), and Audinate (ASX:AD8), we explore the underlying factors driving an average uptick of 45 per cent in just the initial weeks of the year.  continue…

by David Buckland Posted in Editor's Pick, Video Insights.

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Unlock the potential of private credit with higher returns and lower risk. Our latest whitepaper reveals how Aura Credit Holdings uses bank-grade analytics and multi-layered protections to deliver superior, risk-adjusted returns. Learn more about the AA equivalent Aura Core Income Fund’s relative risk and reward profile.   continue…

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

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