End of an epoch - Warren Buffet retires. What do investors need to know? READ HERE to learn more.
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AMP’s strong valuation case
David Buckland
November 30, 2022
In this week’s video insight David discusses Australian Eagle Asset Management’s process of analysing unloved companies which are seeing an operational turnaround yet to be understood by the market. A recent example of an “improving quality” company with a strong valuation case is AMP (ASX:AMP). Continue…
by David Buckland Posted in Companies, Stocks We Like, Video Insights.
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Is this as good as it gets for the ‘flying kangaroo’?
Roger Montgomery
November 29, 2022
Warren Buffett is no fan of airlines as an investment. He once wrote that “if a far-sighted capitalist had been present at Kitty Hawk, he would have done his successors a huge favor by shooting Orville down.” And I doubt he would change his mind when it comes to investing in Qantas (ASX:QAN). Although on face value the Aussie carrier looks to be going gangbusters, the numbers tell a slightly different story. Continue…
by Roger Montgomery Posted in Airlines, Companies, Editor's Pick.
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From the U.S. Fed’s own mouth
Roger Montgomery
November 28, 2022
U.S. Federal Reserve Governor Dr Chris Waller spoke at the UBS Australasia conference here in Sydney recently on Monday 14 November 2022. The financial media reported Waller telling attendees “to take a deep breath” after a lower-than-expected inflation print, of 7.7 per cent, the week before, triggered a near-record daily share market move. Continue…
by Roger Montgomery Posted in Global markets.
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Aura Private Credit: Letter to investors 25 November 2022
Brett Craig
November 25, 2022
This week, Governor Philip Lowe gave an address on inflation in a rapidly evolving economic environment. Continue…
by Brett Craig Posted in Aura Group.
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Qantas profit upgrade – is it a buy or a sell?
Roger Montgomery
November 25, 2022
In this interview on Ausbiz Roger discusses Qantas. Qantas upgraded its profit forecast by $150 million for the first half of 2023 and told investors it expects to post up to $1.45 billion in pre-tax profit. So is the airline a great business to own? Trading Qantas shares may indeed be lucrative but what about investing for the long-term? Watch: Qantas profit upgrade – is it a buy or a sell?
by Roger Montgomery Posted in Editor's Pick, TV Appearances.
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Why we view Commonwealth Bank as the highest quality of the big four banks
Sean Sequeira
November 25, 2022
At Australian Eagle, the external environment is not something we can control but it is something we do pay attention to. It plays a part in our investment thesis on stocks and will always be an important consideration in terms of our assessment of the quality of a company. However, the investment team tends to focus more on the inherent fundamentals of stocks especially those involving factors under management’s control. Continue…
by Sean Sequeira Posted in Companies, Financial Services, Stocks We Like.
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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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Three great retail stocks to keep an eye on
Roger Montgomery
November 24, 2022
In this week’s video insight Roger suggests a repeatable way to invest, in a sector of the Australian stock market, that appears to have provided excellent returns to those who have applied it in the past. That sector is retailers, and there are three companies that should be on your watch-list. Continue…
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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