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How KFC is making CKF a bear market winner
Roger Montgomery
June 30, 2022
Fast food businesses usually do well when times are tough, as many people – and families in particular – opt for less expensive places to eat out. It’s therefore no surprise that Collins Foods (ASX:CKF) – which operates KFC and Taco Bell in Australia and KFC in Europe – has outperformed the market. For the month ending 27 June, the Small Ordinaries Index fell eight per cent while CKF declined half that amount. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Why I’m less pessimistic about rising official cash rates
David Buckland
June 29, 2022
In this week’s video insight David identifies why he is less pessimistic about rising official cash rates than many commentators, and with the damage done to share prices since late-2021 why we might soon be provided with some good opportunities to buy high quality businesses at very reasonable prices. Continue…
by David Buckland Posted in Video Insights.
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When bad news is good news
David Buckland
June 28, 2022
After the very sharp sell-off in the share market, the recent rally is indicative of a mood where bad news is good news. Specifically, the recognised slowdown in the English-speaking economies likely means the various Central Banks will not be required to increase official cash rates by the amount that most forecasters had assumed. Continue…
by David Buckland Posted in Market commentary.
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Aura High Yield SME Fund: Letter to Investors 24 June 2022
Brett Craig
June 27, 2022
The RBA delivered a speech this week indicating faster monetary policy tightening is to come in the near-term with the aim of curbing the rate of inflation. Continue…
by Brett Craig Posted in Aura Group.
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What if interest rates don’t go as high as the market is predicting?
Andreas Lundberg
June 27, 2022
With many market watchers expecting the Reserve Bank of Australia (RBA) to keep raising interest rates, high growth companies with no current earnings, but with potential for strong growth, have been heavily sold off. But, due to the economic impact, I’m not so sure the RBA will raise interest rates by as much as predicted. And if I’m correct, investors will be able to pick up (some of) these high growth companies at more favourable prices. Continue…
by Andreas Lundberg Posted in Editor's Pick, Market commentary.
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Aussie stock market got you down? Look over the ditch
Roger Montgomery
June 24, 2022
In this video for Ausbiz Roger discusses bear markets. The current bear market became official on 20 May 2022. The S&P500 is currently around 24 per cent below its all-time highs. Bear markets don’t last forever. Roger discusses the averages of previous bear markets as guide from when investors will be back in positive return territory. Watch here.
by Roger Montgomery Posted in TV Appearances.
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Why it pays to invest when markets are heading south
Roger Montgomery
June 24, 2022
Warren Buffett once observed that “In stocks, it’s the only place where, when things go on sale, people get unhappy.” Which is ironic, because bear markets give long-term investors a wonderful opportunity to make market-beating returns. And the lower the market falls, the more excited we should be about buying shares in quality businesses at knock-down prices. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Hang onto your hat, as the free money epoch comes to an end
Roger Montgomery
June 23, 2022
The last couple of years have been one helluva ride, haven’t they? Thanks to a heady cocktail of record low interest rates and massive government stimulus, we’ve seen ballooning valuations for companies with no profit – and little or no prospect of making any. But the free money epoch is now ending, and the dire consequences have only just begun for these companies and their shareholders. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Market commentary.
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