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Three more winners, and a loser, from reporting season
Roger Montgomery
August 28, 2020
Reporting season has delivered few surprises. This was again borne out by the results announcements from Woolworths, Reece, Flight Centre, and Afterpay, which are all exposed to consumer spending. No prizes for guessing which ones delivered strong results, and which one did not. Continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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Then and now: A history of financial year returns across major asset classes
Dean Curnow
August 27, 2020
Fiscal year 2020 will be a year remembered for low-interest rates, growing geopolitical tensions, a black swan pandemic, broad sweeping fiscal bazookas and of course arguably one the largest asset sell downs and retracements in history – have I missed anything? Continue…
by Dean Curnow Posted in Market commentary.
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APE and SUL make hay from our newfound spending habits
Roger Montgomery
August 26, 2020
What do A.P. Eagers Automotive (ASX:APE) and Super Retail Group (ASX:SUL) have in common? Well, for starters, these firms have seen their revenues turbo charged by our changed spending habits since the start of Australia’s COVID-19 travel restrictions. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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The three essential criteria to look for in a business
Roger Montgomery
August 26, 2020
Investing isn’t easy. With so many businesses to evaluate, and so many conflicting opinions about them, it can be extremely hard to make sound investment decisions. To help you in your investment journey, here are the three essential criteria we use when looking for outstanding businesses to invest in. Continue…
by Roger Montgomery Posted in Investing Education.
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The firms that beat expectations this reporting season – and those that missed
Roger Montgomery
August 26, 2020
The majority of companies on the ASX100 and ASX200 have now reported. Many have beaten estimates. And, reassuringly, guidance is less negative than most market watchers had expected. This brings hope that FY21 may not be so bad for equity investors after all. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Market commentary.
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Reliance Worldwide continues to reward investors
Roger Montgomery
August 25, 2020
Reliance Worldwide (ASX:RWC), a global provider of water control systems and plumbing solutions, is a business we’re very happy to own. True to its name, the company’s latest earnings announcement was extremely positive, which led to a strong bounce in the share price. Continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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