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In my interview on ABC Statewide Drive with Jess Mcguire yesterday, we discussed the recent interest rate cuts in Sweden, Canada, and Europe, with New Zealand potentially following suit in the coming months as the economy slows. Consumer sentiment is also shifting, with a noticeable focus on essentials, as companies like Kathmandu (ASX:KMD), Cettire (ASX:CTT), and Nike (NYSE:NKE) project lower sales for the June to August period due to decreased discretionary spending. Additionally, we touched on the significant influence of artificial intelligence (AI) on the impressive performance of the Magnificent 7 stocks last year and this calendar year. continue…

by David Buckland Posted in Radio.

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In this morning’s interview on Ausbiz, I discussed key market trends in anticipation of the upcoming U.S. and Australian reporting seasons. I highlighted the importance of the impending reporting season to support the current market momentum, emphasising the need to closely observe outlook statements and key sectors, such as consumer discretionary companies like JB Hi-Fi (ASX: JBH) and Premier Investments (ASX: PMV). I also addressed the pressures on Australian banks, including Commonwealth Bank (ASX:CBA), noting their significant contributions to market performance but also their current high valuations and need for earnings growth. Lastly, I touched on the resource sector, particularly lithium stocks, and the importance of upcoming production reports in shaping future market directions. continue…

by Sean Sequeira Posted in Editor's Pick, TV Appearances.

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In this week’s interview with Paul Turton on ABC Newcastle radio, we discussed the disconnect between the share market and the broader economy, noting reasonable retailer profits despite rising living costs and declining discretionary spending. We covered the interest rates and the prevalence of variable home loans in Australia. The economy is slowing, with unemployment at a two-year high and discretionary spending low, yet sentiment for technology and artificial intelligence (AI) remains positive, with indexes at all-time highs. We also touched on how super funds might not fully benefit from the share market boom, even as industry super funds grow larger.   continue…

by David Buckland Posted in Economics, Radio.

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In last week’s interview with Jess McGuire on ABC’s NSW Drive, I discussed the current developments affecting our economic outlook. We delved into the recent rise in the inflation rate from 3.6 per cent to 4 per cent, prompting central banks to reconsider the timing of interest rate cuts, now likely delayed until late this year or early next. Additionally, I highlighted how iron ore exports to China are bolstering both our economies, reflecting on the broader implications for Australian trade partnerships. We also examined the downturn in discretionary spending, which is impacting retail and media sectors, with a notable decrease in share prices. 

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by David Buckland Posted in Radio.

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In my recent interview with Ausbiz, I discussed the significant impact of rising inflation on renters and mortgage owners, leading to reduced discretionary spending. I provided insights into the macro landscape, noting inflation has risen to 4% and the employee living cost index is at 6.5%. Many retail businesses, such as Cettire (ASX: CTT) and Baby Bunting (ASX: BBN), are experiencing profit declines and multi-year lows in shares. The advertising sector also seems to be struggling as many businesses, including Seven West (ASX: SWM) and Nine Network (ASX:NEC), are also hitting multi-year lows.
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by David Buckland Posted in TV Appearances.

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I had the pleasure of joining Chris Batchelor to present a webinar hosted by Stockopedia as part of their Investing Mastermind series. We delved into unlocking the secrets of stock selection and identifying high-quality stocks. continue…

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

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In this week’s interview with Paul Turton on ABC Newcastle radio, we discussed several key financial trends and their global impacts. We covered the significant growth of the S&P 500 over the last four years, driven largely by technology stocks and the artificial intelligence revolution. We also delved into the current economic climate in Australia, examining the rising inflation and consumer price index (CPI), and how these factors are influencing discretionary spending and mortgage interest rates. Additionally, we explored the dynamics of the Chinese economy, focusing on the implications of Australia’s coal and iron ore exports to China.  continue…

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

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I joined Adam Keily on the ‘Equity Mates’ podcast to discuss eight small-cap stocks, share my insights on their performance and answer whether I would buy or sell them. In this episode, we delve into the factors influencing each company providing an analysis of their current and future potential. Tune in to discover which stocks I am currently optimistic about and the rationale behind my perspectives. 
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by Gary Rollo Posted in Podcast Channel, Small Caps.

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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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In my interview this morning with Ausbiz, I discussed the current market environment and my optimism for equities, amid disinflation and modest economic growth. While 2023 saw major gains concentrated in seven large innovators, smaller companies lagged. With interest rates stabilising, now is an opportune time for smaller, innovative companies, I expect this trend to continue until 2026. I emphasise focusing on quality investments, particularly in sectors like cloud technology, which show strong growth potential and pricing power. You can watch the full interview here: Roger says it’s a good time to invest in innovative small caps  continue…

by Roger Montgomery Posted in TV Appearances.

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