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  • Watch our latest Ausbiz event: Private credit – calm amid market mayhem WATCH HERE.

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What's happening in the equity market? (21/01/2014)
January 21, 2014
by Tim Kelley
Investing in the New Year (14/01/2014)
January 14, 2014
by Russell Muldoon
The right direction (07/01/2014)
January 7, 2014
by Ben MacNevin
Merry Christmas (24/12/2013)
December 24, 2013
by Roger Montgomery
  • Distracted by sentiment? You’ve missed 16 per cent!

    Roger Montgomery
    February 17, 2023

    Over the last six months, we have provided a growing list of arguments favouring investment in equities. We have shown the compression of P/E ratios of 2022 rendered high-quality companies cheap, and we’ve revealed arithmetic demonstrating investors will receive a return commensurate with the earnings growth rate of the company they buy even if stocks don’t become popular again. Continue…

    by Roger Montgomery Posted in Global markets.
    • save this article
    • POSTED IN Global markets.
  • Is Europe heading for a recession?

    Roger Montgomery
    February 17, 2023

    Our financial media focuses on Australia, the U.S. and China, and pays scant attention to Europe. But from the little we hear, Europe is doing it tough. Economic growth is anaemic, and then there’s the small matter of the Russian invasion of Ukraine and the impact on energy prices. Continue…

    by Roger Montgomery Posted in Market commentary.
    • save this article
    • POSTED IN Market commentary.
  • Breville

    Is Breville good value after its recent results?

    Roger Montgomery
    February 16, 2023

    Breville (ASX:BRG) the kitchen appliance company this week reported another record for half-yearly sales, albeit slightly below consensus. First half 2023 revenue grew 1.1 per cent to A$888.0 million, which was also 0.7 per cent higher, on a constant currency basis, than the first half of FY22. Continue…

    by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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    • POSTED IN Companies, Editor's Pick, Stocks We Like.
    Breville
  • Investing education video

    The behavioural science of markets

    David Buckland
    February 16, 2023

    In this week’s video insight David delves deeper into the behavioural science of investment markets.  The global economic environment, according to the consensus, will deteriorate as 2023 progresses, but with that said risk is not necessarily inherent in an investment; it is always relative to the price paid. Continue…

    by David Buckland Posted in Investing Education, Video Insights.
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    • POSTED IN Investing Education, Video Insights.
    Investing education video
  • Discover how to value the best stocks and buy them for less than they’re worth.

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  • What are we seeing from reporting season in small caps so far?

    Scott Phillips
    February 15, 2023

    In this video Scott speaks with Gary Rollo, portfolio manager of the Montgomery Small Companies Fund to provide an update on what we have seen from reporting season so far. It is early in the number of companies who have reported, but we can already see some key themes coming from the consumer sector. Continue…

    by Scott Phillips Posted in Companies, Stocks We Like, Video Insights.
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    • POSTED IN Companies, Stocks We Like, Video Insights.
  • JB Hi-Fi’s result tells us the consumer slowdown has already begun

    Roger Montgomery
    February 15, 2023

    Consumer electronics and home appliances retailer, JB Hi-Fi (ASX:JBH), has just released its first-half results for FY23. For the six months to December 2022, there was a lot to like. But sales figures for January paint a picture of a more cash-strapped consumer and, by extension, a slowing economy. Continue…

    by Roger Montgomery Posted in Companies, Consumer discretionary.
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    • POSTED IN Companies, Consumer discretionary.
  • Transurban roads

    Three reasons for liking Transurban

    Sean Sequeira
    February 14, 2023

    Since starting life in 1996 as the operator of Melbourne’s CityLink, Transurban (ASX:TCL) has come a long way. Taking advantage of falling interest rates, TCL has expanded its portfolio and now operates lucrative urban toll roads in Sydney, Melbourne, Brisbane, Canada and the U.S. The company is a strong dividend payer and continues to be a rewarding long-term investment. Continue…

    by Sean Sequeira Posted in Companies, Stocks We Like.
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    • POSTED IN Companies, Stocks We Like.
    Transurban roads
  • Aura Private Credit

    Aura Private Credit: Letter to investors 13 February 2023

    Brett Craig
    February 13, 2023

    Last week, the Reserve Bank of Australia (RBA) lifted interest rates off the back of the heightened inflation data that came in for the December 2022 quarter. Continue…

    by Brett Craig Posted in Aura Group.
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    • POSTED IN Aura Group.
    Aura Private Credit
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