Editor’s Pick

There’s no fundamental reason for bitcoin to rise other than it is becoming more popular. But as we all know, a shift in sentiment, while usually unpredictable, can have a meaningful impact on the listed price of an asset. continue…

by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.

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Transurban (ASX:TCL) reported its first half of FY24 results on the 8^th of February, sharing its financial results and operational insights. The report revealed significant growth in earnings and an estimated FY24 distribution of 62 cents per share which represents approximately 7 per cent growth on FY23. continue…

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

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Until recently, China’s decelerating inflation was welcomed by the West, as it led to lower imported prices and helped reduce inflationary pressures. However, China’s consumer prices fell for the third consecutive month in December 2023, delaying the expected rebound in economic activity following the lifting of COVID-19 controls. For calendar year 2023, CPI growth was negligible, whilst the producer price index declined by 3.0 per cent. continue…

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

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I recently wrote about my two big forecasts for 2024. One was that private credit would gain traction as an important asset class and would also feature more prominently in advised portfolios, especially for those seeking uncorrelated returns, lower volatility, and regular attractive income. I also stuck my neck on the block and suggested that if disinflation and positive economic growth dominate the economic backdrop, investors will adopt more risk and buy select small-cap stocks, closing the gap that emerged in 2023 between them and the mega-cap technology companies. continue…

by Roger Montgomery Posted in Editor's Pick, Market commentary.

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The price of uranium has jumped from U.S.$20/lb. in January 2018 to U.S.$40/lb in January 2022 to U.S.$90/lb in January 2024. Boss Energy (ASX: BOE), with its strategic market position and two significant projects, is poised to capitalise on this upward trajectory. continue…

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

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As we kick off another year of investing, I thought I would offer a couple of predictions. They come thick and fast at this time of year, so rely on them as you might dental floss for security when rock climbing.

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by Roger Montgomery Posted in Editor's Pick, Market commentary.

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Central banks across the globe find themselves in a challenging predicament, and our own Reserve Bank of Australia (RBA) faces a particularly delicate situation. In Australia, an intricate interplay of demographics and home ownership dynamics creates a paradox where those who bear the brunt of rising interest rates are not the ones fuelling the inflationary fire through their spending habits. continue…

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

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I believe REA Group (ASX:REA), is one of Australia’s highest-quality businesses. REA Group’s online portal – realestate.com.au – is the go-to destination for people wanting to buy, sell or rent property. Price rises in all property related areas have led to substantial revenue and earnings growth and have turbo-charged REA Group’s share price. continue…

by Roger Montgomery Posted in Companies, Editor's Pick, Property, Stocks We Like.

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I have had my fair share of bad calls. After more than three decades of investing, it’s safe for me to predict that there is next to no advantage in making predictions. What does make sense is to invest in great businesses and great managers and allow enough time to pass to allow the process of wealth creation within these businesses to occur. continue…

by Roger Montgomery Posted in Editor's Pick, Market commentary.

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Just 48 hours after the Reserve Bank of Australia (RBA) lifted rates for the 13^th time by 25 basis points to 4.35 per cent, the U.S. Federal Reserve’s Chair Jerome Powell said at a conference in Washington that “we are not confident” the Fed has tightened enough to bring inflation down to its 2 per cent goal. continue…

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

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