IDP Education’s (ASX: IEL) 1H20 result was warmly welcomed by the market. And why wouldn’t it be? The result surpassed all expectations, and recent concerns about the effect of the coronavirus on company earnings were covered off. Continue…

by Stuart Jackson Posted in Companies, Stocks We Like.

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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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by Roger Montgomery's Team Posted in Old Content.

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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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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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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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by Roger Montgomery's Team Posted in Old Content.

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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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