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QBE Insurance: A complex but promising 1H24 performance
Roger Montgomery
August 13, 2024
QBE Insurance’s (ASX:QBE) first-half 2024 (1H24) results offer a nuanced picture. Depending on your interpretation of the performance of the American business, QBE Insurance is either off to a challenging start to the year, or long-term prospects remain optimistic, largely driven by ongoing restructuring efforts, particularly within the company’s North American segment. Continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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REA, you’ve done it again
Roger Montgomery
August 13, 2024
For background information about this A1-quality company, I previewed REA Group’s (ASX:REA) latest results here, wrote about why I believe REA Group is one of Australia’s highest-quality businesses here, and I also wrote about why REA Group will keep delivering for investors here. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Property.
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How to think about this correction
Roger Montgomery
August 13, 2024
In presidential campaign speeches in 1959 and 1960, John F. Kennedy noted, “In the Chinese language, the word “crisis” is composed of two characters, one representing danger and the other, opportunity.” It’s not quite correct but that didn’t stop the handy anecdote becoming a popular trope adopted by business consultants and in motivational speeches and calls to action. Continue…
by Roger Montgomery Posted in Economics.
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JB Hi-Fi: quality company, quality result and quality acquisition
Roger Montgomery
August 12, 2024
Despite cost-of-living pressures and a continual stream of consumer data reflecting a zipping up of wallets around the country amid a cost-of-living crisis, JB Hi-Fi’s (ASX:JBH) total revenue for the year to 30 June fell just 0.4 per cent to $9.6 billion. This was the result of a much stronger than expected result for the Australian business. Continue…
by Roger Montgomery Posted in Companies.
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Nick Scali’s FY24 results: resilient margins and strategic expansion despite softening sales
Roger Montgomery
August 12, 2024
Furniture retailer Nick Scali (ASX:NCK) reported its full-year results, and on most measures, the results were in line with consensus estimates. However, there were some surprises, in which an understanding of the nuances led to a reasonably optimistic conclusion for this A1 quality company. Continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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Your AI Boyfriend. What’s next?
Roger Montgomery
August 12, 2024
In 1966, Abraham Maslow said, “I suppose it is tempting, if the only tool you have is a hammer, to treat everything as if it were a nail.” The human predilection to use the latest new technology to fix everything is enduring. Continue…
by Roger Montgomery Posted in Technology & Telecommunications.
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MEDIA
Ausbiz – Has the AI bubble finally burst?
Roger Montgomery
August 9, 2024
In my recent interview with Ausbiz, I discussed the potential bursting of the AI bubble and the challenges mega tech companies face in monetising AI. I highlighted the opportunities in high-quality businesses at rational prices and emphasised the outperformance potential of small caps, driven by positive economic growth and disinflation. With the right conditions, innovative companies with pricing power are set to excel over the next 12 months.
You can watch the full interview here: Ausbiz – Has the AI bubble finally burst?
by Roger Montgomery Posted in TV Appearances.
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Transurban’s financial results: A promising future amid the usual challenges
Roger Montgomery
August 9, 2024
Leading toll road operator, Transurban (ASX:TCL), has released robust financial results, reflecting steady growth and promising prospects. The company’s operational performance, strategic investments, and upcoming projects, such as the Westgate Tunnel and 495 North, position it for further expansion. Despite challenges like inflation and finance costs, Transurban’s solid performance and growth initiatives will mean it retains its position in The Montgomery Fund’s portfolio. Continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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