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  • Is the market rally built to last? WATCH THE LATEST VIDEO INSIGHT HERE.

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Why there’s a positive outlook ahead for IMDEX
September 24, 2021
by Dominic Rose
Two high growth retailers with global expansion strategies
September 6, 2021
by David Buckland
Two stocks we like in the lithium and copper space
August 5, 2021
by David Buckland
Polen’s Q2 2021 portfolio commentary
July 23, 2021
by David Buckland
  • Breville brews another solid result 

    Roger Montgomery
    August 22, 2024

    Back in February, Breville Group’s (ASX:BRG) HY24 results divided the investment community. Despite improved gross margins and efficient cost control measures, revenue fell slightly short of consensus expectations, prompting some analysts to suggest the company should have engaged in more promotional (read: discounting) activity to drive sales. Of course, strategically, this can weaken a brand and its long-term value.  Continue…

    by Roger Montgomery Posted in Companies, Small Caps.
    • save this article
    • POSTED IN Companies, Small Caps.
  • ARB Corporation

    ARB share price up as the business invests in growth  

    Roger Montgomery
    August 21, 2024

    As you know, four-wheel drive (4WD) aftermarket parts and accessories manufacturer, distributor and retailer ARB Corporation (ASX:ARB) is one of the highest A1-quality companies listed on the Australian Securities Exchange (ASX). As we have written here at the blog many times, I believe, over time, investors will transition from seeing it as being dominated by the cyclicality of its Australian business to a global, vertically integrated growth story with the U.S. ultimately generating vastly more revenue than its local operations.  Continue…

    by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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    • POSTED IN Companies, Editor's Pick, Stocks We Like.
    ARB Corporation
  • Pro Medicus: A decade of exceptional growth and sustained performance 

    Roger Montgomery
    August 20, 2024

    Ten years ago, radiology software company Pro Medicus (ASX:PME) was trading at just 86 cents. Yesterday, with a share price of $149, investors have seen their money grow over 17,000 per cent in a decade.  

    The company supplies software technology used by radiologists (who are extremely expensive for hospitals to employ) for medical diagnoses, which also renders them more efficient.  Continue…

    by Roger Montgomery Posted in Companies, Editor's Pick.
    • save this article
    • POSTED IN Companies, Editor's Pick.
  • CSL posts strong sales and profit growth 

    Roger Montgomery
    August 19, 2024

    Australian Securities Exchange (ASX) healthcare leader CSL (ASX:CSL) posted a robust 11 per cent rise in sales from US$13.3 billion to US$14.8 billion, with CSL’s Behring segment, that markets products like immunoglobulin derived from blood plasma, contributing over 70 per cent of total sales. The company also reported a 21.8 per cent increase in earnings before interest, tax, depreciation and amortisation (EBITDA), a 24 per cent rise in earnings before interest and taxes (EBIT) and a 15 per cent growth in net profit for 2024, after adjusting for currency fluctuations.  Continue…

    by Roger Montgomery Posted in Companies, Stocks We Like.
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    • POSTED IN Companies, Stocks We Like.
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  • Can the Commonwealth Bank of Australia’s share price rally continue into FY25? 

    Roger Montgomery
    August 16, 2024

    Our domestic large-cap funds have maintained an underweight position in the banks, and even though the Commonwealth Bank of Australia (ASX:CBA) was, for a time, our largest position, being underweight in the sector has cost relative performance thanks to the Commonwealth Bank of Australia’s share price rallying as much as 23 per cent year-to-date and 35 per cent last financial year.  Continue…

    by Roger Montgomery Posted in Companies.
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    • POSTED IN Companies.
  • Bulls versus bears

    Roger Montgomery
    August 15, 2024

    It’s fascinating to read about the latest prognostications of those who manage billions of dollars of their own or others’ money.

    I guess I must be a bit of a collector because I like to make lists of their comments for no other reason than to admire them against one another.

    Continue…

    by Roger Montgomery Posted in Market commentary.
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    • POSTED IN Market commentary.
  • Could Gen X please stand up? 

    Roger Montgomery
    August 14, 2024

    As a Gen Xer myself, it seems the press has left us behind, sandwiched as it were, between the Baby Boomers and Millennials. So, when an article purporting to describe me occasionally appears, I sit up and take notice. What do the media and financial experts think of my generation? Did they get it right? Or are they necessarily broad generalisations that don’t apply to me or my friends?  Continue…

    by Roger Montgomery Posted in Economics, Editor's Pick.
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    • POSTED IN Economics, Editor's Pick.
  • 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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    • POSTED IN Companies, Stocks We Like.
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