Phew! So much anticipation. So much data to digest. One early conclusion to draw from reporting season is that consumer spending isn’t very healthy. Taking a look at the sector breakdown, consumer discretionary and consumer staples were the worst off. Continue…

by Andreas Lundberg Posted in Market commentary.

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When I look at some of the absurd valuations of profitless companies – both here and in the U.S. – I wonder if the market is suffering from some form of consensual hallucination. I also wonder how long this induced state of bliss can go on. Continue…

by Roger Montgomery Posted in Editor's Pick, Market commentary.

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The small-cap universe (outside the ASX100) is vast and varied, comprising around 2,000 companies operating across a broad array of industries and ranging in size from just a few million dollars in market value to multiple billions. How do we profit from companies as they grow? Continue…

by Dominic Rose Posted in Investing Education.

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Healius Limited (ASX:HLS) (formerly Primary Health Care) operates a suite of health care businesses including pathology, medical centres, diagnostic imaging and day hospitals. These are businesses that should enjoy reliable long-term growth in demand, and Healius generally has good market positions in the markets it operates in. It sounds like it should be a recipe for nicely compounding returns over an extended period of time, right? Continue…

by Tim Kelley Posted in Companies, Stocks We Like.

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AP Eagers, Prospa and Appen have all delivered strong earnings reports and upbeat outlook statements, which should cheer many investors. The update from supermarket giant, Woolworths, was also far from shabby. Continue…

by Roger Montgomery Posted in Companies, Editor's Pick.

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Investors in NIB Holdings (ASX:NHF) and Medibank Private (ASX:MPL) would have enjoyed the past six months, with the share price of both companies rising by over 20 per cent. And there may be more good news to come. Continue…

by Stuart Jackson Posted in Companies, Health Care, Stocks We Like.

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With reporting season sprinting to the end, on a fundamental level it is not all doom and gloom, there are winners (and losers). We notice a clear winner in companies with direct consumer exposure. What are our observations on the cyclical winners and those companies with structural growth tailwinds?
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by Gary Rollo Posted in Companies.

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by Roger Montgomery's Team Posted in Old Content.

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