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ASX consumer discretionary stocks: Broker views and a fundie’s top pick
Sean Sequeira
January 9, 2023
Glenn Freeman published an article in Livewire Markets discussing what lies ahead for the consumer discretionary sector in the year ahead. Australian Eagle’s Sean Sequeira says there is a good reason that some stocks in the sector currently look cheap and many of these share prices don’t align with where they’ll be 12 months from now. Read the article: ASX consumer discretionary stocks: Broker views and a fundie’s top pick
by Sean Sequeira Posted in On the Internet.
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David Jones $100m sale to Anchorage Capital Partners reflects declining value of department stores, analysts say
Roger Montgomery
December 21, 2022
Rhiana Whitson published an article for ABC News discussing the sale of David Jones at a massively discounted price. So what’s next for David Jones? I think department stores like David Jones will continue to face challenges as online competitors take their market share. Retail spending is set to drop off next year as interest rates bite. Read the article: David Jones $100m sale to Anchorage Capital Partners reflects declining value of department stores, analysts say
by Roger Montgomery Posted in On the Internet.
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What the private credit boom means for investors
Roger Montgomery
November 24, 2022
In this article for Firstlinks Roger discusses the Private credit asset class. Your bank has been lending to SMEs for a century and now they’re pulling back, opening the opportunity for others, previously you had to own bank shares to see some of the returns from SME lending. Private credit funds now provide direct access to this income stream and growing asset class. So what should investors look for? Read: What the private credit boom means for investors
by Roger Montgomery Posted in On the Internet.
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Oil, shares and Australian dollar rally as growth to the rescue
Roger Montgomery
November 15, 2022
Vesna Poljak published an article in the Australian Financial Review discussing how US CPI came in at a lower-than-expected annual increase of 7.7 per cent in October, a better outcome than forecast by economists. Vesna draws on Roger’s thoughts on how bull markets tend not to be sustained when rates are still rising. Read the article: Oil, shares and Australian dollar rally as growth to the rescue (paywall)
by Roger Montgomery Posted in On the Internet.
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How to be an investor in the ETF and managed fund worlds
Roger Montgomery
November 9, 2022
Rod Myer published an article in The New Daily discussing why investing in an ETF is not a magic formula for success. Rod draws on Roger’s thoughts on why you want to be investing in a theme that is unpopular or when investing overall is unpopular. Read the article: How to be an investor in the ETF and managed fund worlds
by Roger Montgomery Posted in On the Internet.
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WHITEPAPER
ARE WE THERE YET? WHAT TO DO WHEN THE BOTTOM OF THE MARKET IS UNKNOWN
Roger Montgomery’s latest whitepaper is now available. It explores the challenges of investing when no one knows whether equity markets have reached the bottom of the latest volatility cycle. The paper offers a framework to help you navigate today’s market and invest in quality, profitable companies with growth potential.
READ HERE -
Iron ore tumbles on China woes despite robust outlook
Sean Sequeira
November 7, 2022
Lachlan Buur-Jensen published an article in The Inside Investor discussing why iron ore prices have fallen to levels not seen since the onset of the pandemic as global steel demand, particularly from China, begins to waver. Lachlan draws on Sean Sequeira’s thoughts on the longer-term outlook amid increasing inflation pressures and his view on Rio Tinto. Read the article: Iron ore tumbles on China woes despite robust outlook
by Sean Sequeira Posted in On the Internet.
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Is this time different?
Roger Montgomery
October 13, 2022
As nabtrade celebrates its 10th birthday this month, they have created an exclusive investment series for their clients. In this piece I share an article on why this is a time for investors to rejoice rather than despair. Hear my words for investors in volatile times. Read: Is this time different?
by Roger Montgomery Posted in On the Internet.
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Montgomery Investment Management launches retail credit fund
Roger Montgomery
October 10, 2022
Penny Pryor published an article in Industry Moves discussing the launch of the Aura Core Income Fund. The Aura Core Income Fund is an open-ended fund which invests in a pool of Australian private debt assets including asset backed SME loans. Read the article: Montgomery Investment Management launches retail credit fund continue…
by Roger Montgomery Posted in Aura Group, On the Internet.
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Has this ASX sector hit rock bottom? Is it time to buy in?
Roger Montgomery
September 27, 2022
Tony Yoo published an article in The Motley Fool to discuss the why ‘Buy low, sell high’ is a timeless investment axiom, but it’s easier said than done. This means backing a company when it’s friendless among other investors. Buying in at such a time takes genuine courage. Through all the turbulence seen in share markets in 2022, one of the sectors that investors have abandoned is retail, especially those that sell discretionary products. The logic is that as interest rates rise, Australians will have less to spend. Has this ASX sector hit rock bottom? Is it time to buy in?
by Roger Montgomery Posted in On the Internet.
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The travel stock flying into unknown territory
Roger Montgomery
August 26, 2022
David Thornton interviews Roger Montgomery on Flight Centre’s recent results. The result shows the ongoing impact that COVID has had on the travel sector with the business reporting a loss of $287.2 million for the year ended June 30 from the previous year’s $433.5 million shortfall. Roger discusses more of the result and also whether he would buy, hold or sell Flight Centre. Read: The travel stock flying into unknown territory.
by Roger Montgomery Posted in On the Internet.
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