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Goodman Group’s profit doubles
Roger Montgomery
February 18, 2022
Following on from material swings in the fortunes of property developers and managers including Dexus (ASX:DXS) and Vicinity Centres (ASX:VCX), Goodman Group (ASX:GMG) reported a doubling in profit for the first half of FY22. The Goodman Group result was very strong. Continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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GWA navigates the COVID-19 disruptions
Roger Montgomery
February 18, 2022
COVID-19 related labour shortages and supply chain disruptions are a constant theme this reporting season. And Brisbane-based GWA Group (ASX:GWA) – which imports and distributes bathroom and kitchen brands like Caroma, Dorf and Clark – was not immune. Despite these challenges, GWA was able to report a solid half-year result. Continue…
by Roger Montgomery Posted in Companies.
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ABC Nightlife: Is the market ripe for growth?
Roger Montgomery
February 17, 2022
Roger joined Philip Clark on ABC Nightlife to discuss why the market could be ripe for growth with many stocks undervalued after a dramatic monetary policy shift. Knowing how to invest in stocks is a smart move in 2022 considering how strong the stock market was in 2021. Listen here.
by Roger Montgomery Posted in Radio.
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Carsales continues to profit from a booming car market
Roger Montgomery
February 17, 2022
If you’ve been shopping for a new or used car over the last two years, you would have noticed that prices have rocketed. That’s been a major benefit to car retailers, like Eagers Automotive. It’s also boosted the revenues and share price of Carsales.com (ASX:CAR), the online automotive marketplace, which has just reported its half-year results. Continue…
by Roger Montgomery Posted in Companies.
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Should BHP pay big dividends, or buy back its shares?
Joseph Kim
February 16, 2022
After a bumper six months, BHP (ASX:BHP) is awash with cash. And it will soon be rewarding its shareholders. In its recent results announcement, the big Australian miner said it will pay a record interim dividend of US$1.50 per share. But are shareholders better off with a big dividend or a share buy-back? Continue…
by Joseph Kim Posted in Companies, Energy / Resources.
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Inflation, interest rates and equities: the big question
Roger Montgomery
February 16, 2022
In this video Roger addresses the question on all investors’ minds around the interaction of inflation, short term interest rates and equities. If consensus expectations of inflation and interest rates are wrong this presents a great opportunity to purchase stocks whose PEs have contracted. Continue…
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Despite the share price fall, IDP Education’s future is looking bright
Roger Montgomery
February 14, 2022
IDP Education (ASX:IEL) has just reported its half-year results, which came in below market expectations, largely due to COVID-related restrictions. The initial market reaction was quite severe, pushing the share price well below its November 2021 high. IDP has a solid pipeline of leads and, with borders reopening, the future is looking bright. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Why Polen Capital has pivoted from PayPal to SAP, Amazon and Netflix
David Buckland
February 11, 2022
Following PayPal’s change in business strategy, disappointing 2022 guidance and retreating from elements of their long-term thesis provided less than a year ago, the Polen Capital Global Growth Fund has exited its position in PayPal. Continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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