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  • RBA holds fire – watch our latest Ausbiz episode on the surprise RBA decision HERE.

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Private Credit: a smart choice
July 17, 2023
by Roger Montgomery
We've returned 9.6%* pa to investors without sacrificing on security. Here's how we do it
July 13, 2023
by Brett Craig
Exploring the growth prospects of Endava and Globant: pioneering companies in digital transformation and software development
July 13, 2023
by David Buckland
Home-grown Australian biomedical companies shine on the global stage
July 5, 2023
by David Buckland
  • Should you always be greedy when others are fearful? 

    Roger Montgomery
    March 4, 2025

    Here’s something curious: the American Association of Individual Investors (AAII) – an organisation with over 160,000 members – has a sentiment survey that offers insight into the opinions of individual investors by asking them their thoughts on where the market is heading in the next six months. They have been conducting the weekly survey of members since 1987.  Continue…

    by Roger Montgomery Posted in Market commentary.
    • save this article
    • POSTED IN Market commentary.
  • Navigating interest rate cuts: how retirees can protect their investments 

    Roger Montgomery
    March 3, 2025

    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.

    Continue…

    by Roger Montgomery Posted in Aura Group, Economics, Video Insights.
    • 1 Comments
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    • 1
    • POSTED IN Aura Group, Economics, Video Insights.
  • Half-yearly insights: bite sized summaries from the week 

    Roger Montgomery
    February 28, 2025

    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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    • POSTED IN Companies.
  • Qantas reports surge in half-year profits and resumes dividends 

    Roger Montgomery
    February 28, 2025

    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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    • POSTED IN Companies.
  • Discover how to value the best stocks and buy them for less than they’re worth.

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    “This is a book you simply must read.
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  • MEDIA

    Australian Eagle Asset Management in the Australian Financial Review 

    Sean Sequeira
    February 27, 2025

    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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    • POSTED IN In the Press.
  • MEDIA

    Shares for beginners – liquidity lubrication

    Roger Montgomery
    February 26, 2025

    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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    • POSTED IN Podcast Channel.
  • MEDIA

    February – ABC Statewide Drive

    Roger Montgomery
    February 26, 2025

    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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    • POSTED IN Radio.
  • GYG delivers and expects to exceed FY25 forecasts

    Roger Montgomery
    February 25, 2025

    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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    • POSTED IN Companies, Small Caps.
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