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Is the recent SEEK share price performance temporary?
Stuart Jackson
February 25, 2021
Prior to its results release, Seek (ASX:SEK) had seen its share price rise 55 per cent since it last reported results in August 2020. This performance came on the back of rapidly improving monthly job advertisement data in Australia and New Zealand, as well as a broadly improving economic outlook from the roll out of a range of COVID-19 vaccines. Continue…
by Stuart Jackson Posted in Companies.
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Why you should be watching the bond yield curve
Roger Montgomery
February 24, 2021
In this week’s video insight Roger discusses why investors must keep a close eye on the bond yield curve and watch out for a sustained steepening, where long term bond rates rise. If the difference between short-term and long-term rates continues to widen, it keeps more pressure on central banks to buy long-dated bonds in an attempt to keep the yield curve flat.
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Financial planner numbers back to where they were in 2015
Dean Curnow
February 24, 2021
In what was an interesting year for all financial service participants, 2020 saw the number of financial planners in Australia decline, continuing the exodus of recent years. According to RainmakerLive’s latest research into the advice industry, the total number of planners fell by 12 per cent throughout the 2020 calendar year as captured in the chart below. Continue…
by Dean Curnow Posted in Financial Services.
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Will Reliance Worldwide benefit from the US freeze?
Roger Montgomery
February 23, 2021
Reliance Worldwide (ASX:RWC), is a global provider of water control systems and plumbing solutions. The company sells innovative plumbing fixtures to enhance productivity and efficiency for end users including plumbers and home handymen. Reliance’s core product is the “Push-to-Connect” (PTC) fitting to connect two ends of a copper pipe, marketed under the Sharkbite brand. Continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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And again, Codan surprises on the upside and announces an acquisition!
Andreas Lundberg
February 23, 2021
As a key holding in our funds Codan (ASX:CDA) has continued to consistently deliver and has been the strongest contributor to performance in recent years. On Thursday 18 February, Codan again managed to surprise on the upside despite updating the market through a trading update in late December. Continue…
by Andreas Lundberg Posted in Companies, Stocks We Like.
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Yandex: beating Google at their own game
David Buckland
February 22, 2021
Further to my recent article on Emerging Markets, one company which seems to be beating Google at its own game is the Russian search engine, Yandex. Capitalised at US$24 billion, many believe Yandex is the best run, most innovative platform companies in the Emerging Markets universe. Continue…
by David Buckland Posted in Companies, Editor's Pick, Emerging Markets.
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Codan exceeds expectations yet again
Roger Montgomery
February 22, 2021
Metal and Gold Detecting company Codan (ASX:CDA) is a top ten position in The Montgomery [Private] Fund and just outside the top ten in The Montgomery Fund. It has been a holding for several years after being picked by Andreas Lundberg and purchased between $2.86 and $3.35. Last week’s half-year report again exceeded expectations while re-confirming its status as a high-quality company. Continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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Market outlook and investment opportunities for 2021
Roger Montgomery
February 19, 2021
In this podcast for Netwealth Roger discusses the outlook for the Australian and global economy, the potential of residential property and best places to invest across Australian asset classes.
by Roger Montgomery Posted in Editor's Pick, Podcast Channel.
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