In this week’s video insight, I delve into the recent interest rate cut by the Reserve Bank of Australia (RBA) and what it means for self-funded retirees relying on cash and term deposits. With lower rates affecting returns, I explore the broader implications for retirement income and discuss private credit as one potential alternative to help navigate this changing landscape.

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by Roger Montgomery Posted in Aura Group, Economics, Video Insights.

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With reporting season coming to an end, companies listed on the Australian Securities Exchange (ASX) have released their half-year results, offering insights into their financial performance and strategic direction. I have summarised the results of seven companies, highlighting key earnings surprises, market reactions, and potential opportunities for investors.  Continue…

by Roger Montgomery Posted in Companies.

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Qantas (ASX:QAN) has posted a significant rise in half-year profits, demonstrating continued momentum in the airline’s post-pandemic recovery. The company reported an underlying profit before tax of $1.39 billion, an 11 per cent increase compared with the same period last year. Statutory profits also climbed by 6 per cent, reaching $923 million. Continue…

by Roger Montgomery Posted in Companies.

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In this article for the Australian Financial Review, I shared some of my investment milestones throughout my 30-year career. I discussed the Australian Eagle Asset Management team’s strategy of identifying pivotal changes in businesses, highlighting successful investments in Fortescue (ASX:FMG) and Altium (ASX:ALU), as well as lessons learned from early exits like TechnologyOne (ASX:TNE). I also shared some insights into Australian Eagle’s investment philosophy, some stocks we believe have potential, including Dexus (ASX:DXS) and Silex Systems (ASX:SLX). Continue…

by Sean Sequeira Posted in In the Press.

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I joined Philip Muscatello on the Shares for Beginners podcast to discuss the outlook for 2025, shifting market conditions, and where investors should focus in the year ahead. We explored the impact of disinflation, robust economic growth, and liquidity shifts on global markets, as well as the role of artificial intelligence (AI) and innovative companies. I also shared insights on individual stock picks, highlighting companies such as Commonwealth Bank of Australia (ASX:CBA), REA Group (ASX:REA), Nick Scali (ASX:NCK), ARB Corporation (ASX:ARB) and more, which are strengthening their competitive advantages and positioning for long-term growth. Continue…

by Roger Montgomery Posted in Podcast Channel.

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Last week, I joined Jess McGuire on ABC Statewide Drive to discuss the current reporting season. Share prices are reacting more sharply to earnings surprises, with around four companies beating estimates for every one that misses. Dividend per share results are also exceeding forecasts at a two-to-one rate, driving company outlook upgrades. Listed companies are gaining market share, with strong performers like the Commonwealth Bank of Australia (ASX:CBA), JB Hi-Fi (ASX:JBH), and REA Group (ASX:REA) standing out. Continue…

by Roger Montgomery Posted in Radio.

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Guzman y Gomez (ASX:GYG) has reported its half-year results, exceeding the market’s expectations for revenue by two per cent but missed the markets earnings before interest, taxes, depreciation and amortisation (EBITDA) forecasts by four per cent. The market’s negative reaction to the results suggests the share price had moved too far ahead of operational milestones. Continue…

by Roger Montgomery Posted in Companies, Small Caps.

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Telstra’s (ASX:TLS) latest half-year financial results, released yesterday, tell a story of modest gains, underpinned by cost control rather than broad-based expansion, raising important questions about the company’s path to sustainable growth. Continue…

by Roger Montgomery Posted in Companies.

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