Gary Rollo joined James Marlay and Josh Clark on Livewire‘s Buy Hold Sell to discuss growth stocks that have been punished and are now discounted including IDP Education, Pro Medicus, City Chic Collective and two stocks that have been oversold and now look attractive. 

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by Gary Rollo Posted in On the Internet, TV Appearances.

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In this interview for Sky News Roger joined Ross Greenwood to discuss interest rates. With the change of government and Jim Chalmers citing a challenging economic outlook, we can define the challenges in our economy as skyrocketing inflation, rising interest rates, and a fall in real wages. Will inflation hold off further rate rises? Listen to the 5-minute interview in this video.

by Roger Montgomery Posted in TV Appearances.

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In last Thursday’s Chanticleer, my friend Tony Boyd made the following stark observation: In Britain, the regulator warned the electricity price cap is likely to rise to GBP2,800 (A$5,000) from October 2022, a staggering increase of GBP1,500 (A$2,700) in 12 months. It is estimated there are about 6.5 million British households in fuel poverty, defined as spending 10 per cent of income on energy. Continue…

by David Buckland Posted in Energy / Resources.

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The share price of medical device company, ResMed (ASX:RMD), has struggled this calendar year due to supply chain issues and tumbling equity markets. While it can’t do anything about the markets, at the recent Macquarie conference its CFO, Brett Sandercock, explained how the company is making its supply chain more robust in order to capture longer-term market share. Continue…

by Joseph Kim Posted in Companies, Stocks We Like.

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In this presentation I introduced private credit as an emerging asset class for investors seeking reliable income. The Fund’s rigorous stress-testing and credit analysis of both the non-bank lenders and underlying SME borrowers have led to the Fund’s proven track record of capital preservation even throughout periods of asset price volatility, highlighting the key role private credit can play in an investor’s portfolio. 

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by Brett Craig Posted in Aura Group.

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As I have detailed previously, the Reserve Bank of New Zealand (RBNZ) has been relatively pro-active in its tightening cycle, commencing on 6 October 2021 and taking their official cash rate from 0.25 per cent to 2.0 per cent. Continue…

by David Buckland Posted in Economics, Financial Services.

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For some years, there have been loud complaints that the Federal government has failed to deliver an effective energy policy that provides affordable, reliable and low-emissions electricity. This policy failure has resulted in soaring domestic energy prices. To make matters worse, oil and gas companies are paying close to zero tax. To my mind, it’s time for the new government to trigger the Australian Domestic Gas Security Mechanism. Continue…

by Andreas Lundberg Posted in Companies, Energy / Resources.

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In the famed 1970s thriller, Marathon Man, Nazi dentist Dr Christian Szell – who is looking for a stash of stolen diamonds – repeatedly asks the character played by Dustin Hoffman “Is it safe?” Right now, many people are likely asking the same question about investing in the share market. Continue…

by Roger Montgomery Posted in Editor's Pick, Market commentary.

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