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Are quality businesses set to shine again?
Tim Kelley
February 13, 2020
Some years ago, we put together a notional “High-minus-low quality” portfolio, which holds long positions in ASX-listed companies that we consider to be high-quality, and short positions in companies that we consider to be lower-quality. The absolute return from this portfolio provides an indication of whether the higher quality companies are outperforming the lower-quality companies. Continue…
by Tim Kelley Posted in Investing Education.
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ABC Nightlife Finance with Roger Montgomery
Roger Montgomery
February 12, 2020
Roger joined Philip Clark on ABC Nightlife for the first time for 2020 to discuss the impact bushfires and the coronavirus have had on markets. Could this present a perfect investment opportunity for those who dare to be bold? Listen here.
by Roger Montgomery Posted in Editor's Pick, Radio.
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What could trigger lower domestic gas prices?
Andreas Lundberg
February 12, 2020
In this week’s video insight Andreas reviews our domestic east coast gas prices. It seems that the east coast LNG export adds very little to the Australian economy, given the appointment of a new minister of resources will we see any action taken?
by Andreas Lundberg Posted in Video Insights.
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Downgrades galore as we head into interim reporting season
Stuart Jackson
February 11, 2020
With many Australian companies sitting on lofty valuations, woe betide those that disappoint the market. Because, as we have already seen, investors have taken a big stick to companies that cut their earnings outlook. Continue…
by Stuart Jackson Posted in Companies.
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JB Hi-fi reports strong numbers putting short sellers in pain
Roger Montgomery
February 10, 2020
With new chairman Stephen Goddard (former David Jones CFO and Officeworks prior to that) appointed, JB Hi-Fi (ASX:JBH) has come in with a strong result reflecting the pick-up in electronics sales reported in the national retail sales data for December. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Why there’s no stopping CSL’s charge to the top
Roger Montgomery
February 10, 2020
Since listing in 1994, Australian biotech company CSL has powered ahead to become our second largest company by market cap. Lying just ahead is the Commonwealth Bank. But with a more compelling growth story, it’s probably just a matter of when, not if, CSL will hit the front. Continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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