Are tariffs a double-edged sword? READ HERE to learn more.
-
Aura High Yield SME Fund: Letter to Investors 26 August 2022
Brett Craig
August 26, 2022
It was a relatively quiet reporting week from an economic and market perspective. Sometimes less news is good news! This week the ABS released the counts of Australian businesses, which outline the number of actively trading businesses, rates of entry to exit from the market sector of the economy and the rates of business survival. Continue…
by Brett Craig Posted in Aura Group, Editor's Pick.
- save this article
- POSTED IN Aura Group, Editor's Pick.
-
Beware of a head fake, warns Goldman Sachs
Roger Montgomery
August 26, 2022
When it comes to investing, a head fake is an increase or decrease in market performance that is quickly followed by a shift in the opposite direction. And with the market bouncing off recent lows, that’s exactly what the analysts at Goldman Sachs are warning could soon occur as investors realise they became too excited too soon. Continue…
by Roger Montgomery Posted in Global markets, Market commentary.
- save this article
- POSTED IN Global markets, Market commentary.
-
What the Supercheap and Adairs results tell us about the retail sector
Roger Montgomery
August 25, 2022
Some retailers – such as Supercheap Auto (ASX:SUL) – are reporting better than expected results this reporting season. But this hasn’t prevented many analysts from painting a gloomy picture of the retail sector, due largely to the impact of rising interest rates and inflation on consumers’ wallets. If they’re right, then there’s no need for investors to rush back in. Continue…
by Roger Montgomery Posted in Companies, Consumer discretionary.
- save this article
- POSTED IN Companies, Consumer discretionary.
-
Are demergers a value opportunity for shareholders?
Roger Montgomery
August 24, 2022
De-merging single or multiple operating business units into a separate entity is also known as a “spinoff”. The result: incumbent investors are frequently faced with the consequences of a company in which they own shares, rolling out one of its businesses to create a separately listed company. Continue…
by Roger Montgomery Posted in Investing Education.
- save this article
- POSTED IN Investing Education.
-
Discover how to value the best stocks and buy them for less than they’re worth.
NOW FOR JUST $49.95
buy nowSUBSCRIBERS RECEIVE 20% OFF WHEN THEY SIGN UP
“This is a book you simply must read.
The very best investors in the world are “value” investors.” -
Why we’re wedded to quality
Roger Montgomery
August 24, 2022
In this week’s video insight Roger asks if another leg lower in the market transpires, what should you invest in? High quality businesses, when the price-to-earnings are compressed, are bound to generate great returns in the future. In fact, the lower the price you pay for a high-quality business, the higher your return will be. But what is a high-quality business? Continue…
by Roger Montgomery Posted in Editor's Pick, Video Insights.
- watch video
- save this article
- POSTED IN Editor's Pick, Video Insights.
-
Is Beacon Lighting shooting the lights out long-term?
Roger Montgomery
August 23, 2022
Beacon Lighting (ASX:BLX) supplies and distributes lighting and fans through a network of 117 company stores and two franchised stores, five of which were opened in FY22. The company’s own research suggests capacity for 184 stores in Australia. Continue…
by Roger Montgomery Posted in Companies, Consumer discretionary.
- 1 Comments
- save this article
- 1
- POSTED IN Companies, Consumer discretionary.
-
WHITEPAPERS
Are we there yet? What to do when the bottom of the market is unknown
Roger Montgomery
August 22, 2022
The current equity market environment reflects soaring inflation, increasing interest rates and the first half of calendar year 2022 saw a double-digit decline in most major indices. Continue…
by Roger Montgomery Posted in Editor's Pick, Whitepapers.
- save this article
- POSTED IN Editor's Pick, Whitepapers.
-
Aura High Yield SME Fund: Letter to Investors 19 August 2022
Brett Craig
August 19, 2022
A tightening labour market continues to put upward pressure on wage prices despite a slowing increase in the average weekly full-time earnings. Continue…
by Brett Craig Posted in Aura Group.
- save this article
- POSTED IN Aura Group.
