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Price and Value are two different things – just ask Canva investors
Roger Montgomery
June 3, 2022
With the share prices of tech stocks having cratered in recent months, there are perhaps few more opportune times than now to revisit the important difference between Price and Value. It may surprise investors that every business has a real worth or a true value that may bear no resemblance to the currently traded price. Continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education.
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Mr Bowen, please trigger the ADGSM now!
Andreas Lundberg
June 2, 2022
Australia’s energy crisis is going from bad to worse: gas prices are soaring, and some energy retailers are going to the wall. I call on the new government to immediately trigger the Australian Domestic Gas Security Mechanism (ADGSM) to make LNG exporters sell into the domestic market and cut gas prices to an acceptable level. As I see it, there is no time to wait. Continue…
by Andreas Lundberg Posted in Energy / Resources.
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From Private Equity to Zombie – The ABC of capitalism
Roger Montgomery
June 2, 2022
We have long been critics of the profitless prosperity doctrine that pervaded financial markets while money was free. The doctrine permitted companies with no profit, and no prospect of making any, to invest private equity and family office money in the pursuit of gaining market share. Often this was achieved by crushing old-world incumbents into submission, if not oblivion. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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MEDIA
ABC Nightlife: Should investors think of running to the hills?
Roger Montgomery
June 1, 2022
Roger joined Philip Clark on ABC Nightlife to discuss whether an economic recession is on the cards. We can say that the COVID crisis created a once-in-a-generation economic crisis, which justified constant use of vast money printing and borrowing to get through it, but in truth we’ve had three major economic upsets in the space of 13 years. There’s no guarantee that we will fall into recession, coming out of the pandemic, but there’s certainly no guarantee we won’t either. Listen here.
by Roger Montgomery Posted in Radio.
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Why I am personally adding to my equity investments
Roger Montgomery
June 1, 2022
In this week’s video insight Roger discusses how the higher interest rates expected from the U.S. Federal Reserve are almost entirely responsible for the sell-off in the stock market, causing the Price Earnings (P/E) compression we have seen to date. Unless the Fed surprises with even more aggressive rate hikes, the future direction of the market should now be determined by earnings growth. Continue…
by Roger Montgomery Posted in Video Insights.
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MEDIA
Buy hold sell: The small-cap sectors to avoid (and where to invest)
Gary Rollo
May 31, 2022
Gary Rollo joined James Marlay and Josh Clark on Livewire’s Buy Hold Sell to discuss why when volatility is up, small caps invariably experience a fall. You can still remain invested in the market with high conviction buys and Gary covers the sectors worth attention and tactics for investors to take advantage of the sell-off.
by Gary Rollo Posted in On the Internet, TV Appearances.
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Are we there yet?
Roger Montgomery
May 31, 2022
Investors would like to know if we are near the bottom. While, trying to time markets is a mugs game, the following three charts offers one interpretation of the prospects for the broader market. Continue…
by Roger Montgomery Posted in Market commentary.
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Aura High Yield SME Fund: Letter to Investors 27 May 2022
Brett Craig
May 30, 2022
This week we saw a change in government, the release of household spending data and Australian business conditions and sentiment data. Continue…
by Brett Craig Posted in Aura Group.
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