Watch our recent video insight with David and Damon Ficklin from Polen Capital as they give some insight into the strategy behind the Polen Capital Global Growth Fund here
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Navigating the FY23 reporting season: Tech and retail sector highlights
Roger Montgomery
September 13, 2023
In this weeks’ video insight, I wanted to highlight some key takeaways from the reporting season, especially in the tech and retail sector. Retail’s results were mixed, with earnings per share declining in the second half of 2023. Predictions for fiscal year 24 and 25 estimates saw a slight downturn. In the tech sector, performance met expectations, with a noticeable focus on tech companies’ downgrading due to depreciation and amortisation, and capex concerns with a focus on cash flow and the underestimation of rising interest rates. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary, Video Insights.
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10 reasons to consider private credit
Roger Montgomery
September 13, 2023
Fifteen years ago, many of my friends were in their early to mid-fifties. With retirement still a long way off, and living their best lives, the volatility of the stock market was something to be endured, if not salivated over, because it was the price to pay to create serious wealth. Continue…
by Roger Montgomery Posted in Aura Group, Editor's Pick, Investing Education.
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Streaming TV ain’t what it used to be
Roger Montgomery
September 12, 2023
In 1999, I was working at an investment bank. It was a terrible year to be advising investors to invest in high-quality companies making a profit and to take profit on the technology-related initial public offerings (IPO) listed at massive first-day premiums despite being unprofitable businesses. It was the year of the first technology boom, now known as the Dotcom boom and subsequent bubble. Continue…
by Roger Montgomery Posted in Market commentary, Technology & Telecommunications.
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Ausbiz – Answering the critical question lingering over Qantas
Roger Montgomery
September 11, 2023
In this interview with Ausbiz, I discuss how former Qantas (ASX:QAN) Chief Executive Officer, Alan Joyce, recently left his position with optimism about the airline’s strength and promising future. And the speculation surrounding Joyce’s retirement amid the questions about Qantas’ economic performance over the past 15 years. Listen to the full interview here.
by Roger Montgomery Posted in TV Appearances.
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The themed ETF trap
Roger Montgomery
September 11, 2023
At the outset, let me be clear: This is a blog post about a very narrow band of specialised or thematic exchange-traded funds (ETF), not broader ETFs that track major stock market indices. Continue…
by Roger Montgomery Posted in Market commentary.
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Qantas CEO quits after airline allegedly sold tickets for cancelled flights
Roger Montgomery
September 8, 2023
Mike Cherney published an article on The Wall Street Journal discussing all the buzz around Qantas’ damaged reputation and Alan Joyce’s subsequent departure from Qantas. Cherney asks for my insights and the main one of note is that the airline will be much less profitable in the foreseeable future. Read the full article here
by Roger Montgomery Posted in On the Internet.
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How soon will another property construction boom emerge?
Roger Montgomery
September 8, 2023
The Australian bureau of statistics’ (ABS) building approvals data paints a sorry picture for the supply of apartments today but also points to a much brighter future. Continue…
by Roger Montgomery Posted in Market commentary, Property.
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The Montgomery Small Companies Fund has had a cracking few months
Gary Rollo
September 7, 2023
In this week’s video insight I joined David Buckland to dive into the recent performance of the Montgomery Small Companies Fund. As the reporting season concludes, the Fund has delivered 11.19 per cent for the three months to 31 August. This is an outperformance of 8.97 per cent compared to its benchmark the S&P/ ASX Small Ordinaries Accumulation Index. The outperformance can be attributed to several key stocks in the Fund’s portfolio, particularly Megaport (ASX:MP1), Audinate (ASX:AD8), and Aussie Broadband (ASX:ABB), all of which have exhibited strong growth and management excellence. Continue…
by Gary Rollo Posted in Editor's Pick, Stocks We Like, Video Insights.
