Can the big four banks recent momentum be maintained? Stuart comments he will be looking for signs of diminishing risk and improved performance. Watch here.
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Can the big four banks continue recovering their lost ground?
Stuart Jackson
October 21, 2020
In this week’s video insight Stuart identifies why the big four banks have recently recovered some of their lost ground. Although to maintain this momentum, they will need to show signs of diminishing risk and even improved performance in the latter part of FY20. We will be tracking loan book growth, net interest margin and outlook, credit quality and provisioning and capital. Continue…
by Stuart Jackson Posted in Video Insights.
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Why cruise lines could be worth buying again
Roger Montgomery
October 21, 2020
When the COVID-19 crisis began, cruise lines were one of the first industries to be sold off. But how times change as in the northern hemisphere passenger numbers and bookings are picking up again. With the share prices of the listed cruise lines still in the doldrums, is it time for investors to get back on board? Continue…
by Roger Montgomery Posted in Companies.
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Southern Highlands of NSW and electric vehicle manufacturing
David Buckland
October 20, 2020
Chairman of the Eastern Suburbs District Rugby League Football Club (colloquially known as the Sydney Roosters), Nick Politis, has joined other transport investors in the proposed $700 million electric vehicle manufacturing hub planned for Moss Vale, 130 kilometres south-west of Sydney. Continue…
by David Buckland Posted in Manufacturing.
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ROSS GREENWOOD’S THE MONEY MINUTES 15.10.2020
Roger Montgomery
October 20, 2020
Roger joined Ross Greenwood on The Money Minutes to discuss where market risks lie and how savvy investors should be thinking about inflation and interest rates. With the Federal Budget set to pump billions into the economy, how have investors reacted to this news and the tax cuts noted on the agenda?
by Roger Montgomery Posted in Radio.
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Google’s Galactic Universe of Game Changers (Part II)
Amit Nath
October 20, 2020
In Part I of this series we explored our observation that Alphabet consistently gives away its infrastructure for free in order to attract users/developers/partners to its platform, where it extracts rents in parallel to often offering its own competing products. We discussed online digital advertising, the Android operating system and cloud computing in Part I, and today we will extend this perspective to TV advertising, autonomous driving (Waymo), eCommerce and home automation. Continue…
by Amit Nath Posted in Companies, Stocks We Like.
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3 places to invest as interest rates head south
Roger Montgomery
October 19, 2020
With interest rates heading to zero, keeping your money in the bank has become a poor way to increase – or even preserve – your wealth. A better strategy, I believe, is a well-chosen portfolio of stocks. In this blog, I highlight three types of businesses that should provide compelling returns in the years to come. Continue…
by Roger Montgomery Posted in Market commentary.
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10-bagger at 10-times the price
Christopher Demasi
October 19, 2020
I was recently asked about the lofty valuations of technology companies, and if the sector was overvalued because the ratio of stock prices to earnings seems to be high. While I think there are almost certainly a lot of overvalued stocks of technology companies today, blunt valuation tools risk missing truly amazing opportunities to compound for long periods of time. Continue…
by Christopher Demasi Posted in Companies, Stocks We Like.
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Flying high – a remarkable track record
Gary Rollo
October 16, 2020
Back in 2002 Alliance Aviation Services (ASX:AQZ) commenced flying with just two aircraft. Today, the operating aircraft fleet size has grown to 43, with a further 14 new aircraft set to arrive in the next 12 months. AQZ’s business is literally flying! The company operates fly-in fly-out charter services for Australian mining companies and a range of ancillary aviation services, and has a strong track record of consistent profits and growth. AQZ delivered record profits in FY20 despite the global COVID pandemic. The aviation market is very cyclical, boom and bust, so how has Alliance developed such a remarkable track record? Continue…
by Gary Rollo Posted in Montgomery Small Caps Management Video Series, Video Insights.
