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Nick Scali’s FY24 results: resilient margins and strategic expansion despite softening sales
Roger Montgomery
August 12, 2024
Furniture retailer Nick Scali (ASX:NCK) reported its full-year results, and on most measures, the results were in line with consensus estimates. However, there were some surprises, in which an understanding of the nuances led to a reasonably optimistic conclusion for this A1 quality company. Continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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Your AI Boyfriend. What’s next?
Roger Montgomery
August 12, 2024
In 1966, Abraham Maslow said, “I suppose it is tempting, if the only tool you have is a hammer, to treat everything as if it were a nail.” The human predilection to use the latest new technology to fix everything is enduring. Continue…
by Roger Montgomery Posted in Technology & Telecommunications.
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Ausbiz – Has the AI bubble finally burst?
Roger Montgomery
August 9, 2024
In my recent interview with Ausbiz, I discussed the potential bursting of the AI bubble and the challenges mega tech companies face in monetising AI. I highlighted the opportunities in high-quality businesses at rational prices and emphasised the outperformance potential of small caps, driven by positive economic growth and disinflation. With the right conditions, innovative companies with pricing power are set to excel over the next 12 months.
You can watch the full interview here: Ausbiz – Has the AI bubble finally burst?
by Roger Montgomery Posted in TV Appearances.
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Transurban’s financial results: A promising future amid the usual challenges
Roger Montgomery
August 9, 2024
Leading toll road operator, Transurban (ASX:TCL), has released robust financial results, reflecting steady growth and promising prospects. The company’s operational performance, strategic investments, and upcoming projects, such as the Westgate Tunnel and 495 North, position it for further expansion. Despite challenges like inflation and finance costs, Transurban’s solid performance and growth initiatives will mean it retains its position in The Montgomery Fund’s portfolio. Continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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Montgomery Small Companies Fund 2024 update
David Buckland
August 9, 2024
In this week’s video insight, I discuss the Montgomery Small Companies Fund (the Fund), managed by Gary Rollo and Dominic Rose. The Fund achieved a remarkable return of 21.4 per cent in fiscal 2024, outperforming its index by 12 per cent on an after-expense basis. Over the nearly five-year period from September 2019 to June 2024, it has consistently beaten the benchmark by over 5.5 per cent per annum. Notable performers in the portfolio include Life360 (ASX:360), Hub24 (ASX:HUB), and Megaport (ASX:MP1). Additionally, I explore the current returns of small caps versus large caps. Continue…
by David Buckland Posted in Small Caps, Video Insights.
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Not firing on all cylinders
Roger Montgomery
August 8, 2024
The Australian car market is navigating turbulent waters, with conditions expected to worsen before stabilising. As interest rate hikes continue to pressure household and business budgets, consumers appear to be eschewing big-ticket purchases like cars. Continue…
by Roger Montgomery Posted in Editor's Pick, Manufacturing.
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Portfolio changes to the Polen Capital Global Growth Fund
Polen Capital
August 7, 2024
In the June 2024 quarter, the Polen Capital Global Growth Fund purchased new positions in Zoetis (ASX:ZTS) and Shopify (NYSE:SHOP) and eliminated our position in Autodesk (NASDAQ:ADSK). We also trimmed our positions in Microsoft (NASDAQ:MSFT), ServiceNow (NYSE:NOW), Amazon (NASDAQ:AMZN), and LVMH Moet Hennessy Louis Vuitton SE (EPA:MC) and added to our existing position in MSCI (NYSE:MSCI). Continue…
by Polen Capital Posted in Companies, Polen Capital, Stocks We Like.
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FEAR AND GREED: Behind the bloodbath on financial markets
Roger Montgomery
August 6, 2024
In today’s interview with Sean Aylmer on the Fear & Greed podcast, I discussed the recent Australian share market downturn, driven by U.S. market fears and artificial intelligence (AI) monetisation challenges impacting tech stocks. Notably, there has been a rotation from big tech stocks to small caps, with the Nasdaq down about 9 per cent over the last month, while small cap indices, the S&P 600 and the Russell 2000 have risen by 4-5 per cent. This shift suggests that small caps are faring better amid the AI-driven sell-off. I also shared my market predictions for the upcoming days. Continue…
by Roger Montgomery Posted in Podcast Channel.
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