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Is a BRICS gold-backed currency and bad idea?
Roger Montgomery
August 24, 2023
The idea of a gold-backed currency proposed by the BRICS countries (Brazil, Russia, India, China, and South Africa) as an alternative to the U.S. Dollar has gained attention. However, there are numerous reasons why this concept is considered impractical and unwise. This article explores the challenges and drawbacks of adopting a gold-backed currency, highlighting historical evidence and expert opinions that point to its shortcomings. Continue…
by Roger Montgomery Posted in Foreign Currency, Global markets.
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Another high quality result – Breville
Roger Montgomery
August 23, 2023
Breville Group (ASX:BRG) is a company owned in the Montgomery Small Companies Fund and one we have written about extensively. Back on April 14, I wrote about Breville, its 40 per cent share price decline from August 2021 highs and the fact that it was trading on a price earnings (P/E) ratio typically reserved for retailers with store lease obligations and few runways for growth. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Megaport is seeing excellent momentum
David Buckland
August 23, 2023
After exceeding $21 per share in late-2021, Megaport Limited (ASX:MP1) experienced a very rough 17 months. The company now seems to have its mojo back from the trough in April 2023. Not only has the share price more than tripled to $12.15, but this has been accompanied by some very positive company announcements. Continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like.
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Super Retail Group is still winning despite a challenging retail backdrop
Roger Montgomery
August 22, 2023
Another major retailer delivered its FY23 results providing a further data point for conditions in the consumer sector of the economy, which, it is worth remembering, represents a little over 50 per cent of the Australian economy. Continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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Ausbiz – Mortgage cliff roll off less daunting than anticipated
Roger Montgomery
August 22, 2023
I Joined Ausbiz to share my views on Australia’s current mortgage industry. I mainly delve into how the economic impact of changes from fixed-rate to variable-rate might not have the great impact as was feared. Listen to the full interview here.
by Roger Montgomery Posted in TV Appearances.
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Two innovative companies the Polen Capital team like
David Buckland
August 22, 2023
Koh Young Technology, a world leader in 3D measurement and inspection technology and Tomra Systems, a Norwegian multinational corporation manufacturing collection and sorting products are two transformative players in the field of technology, both held in the Polen Capital Global Small and Mid Cap Fund. Continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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Fear and Greed: Midway through earnings season, here’s what you need to know
Roger Montgomery
August 21, 2023
In this episode of The Fear and Greed Podcast, I had the pleasure of joining Jennifer Duke to dissect the current state of earnings season. As we find ourselves at the halfway point, we take a closer look at the prevailing market trends and the intricate factors that are shaping the outcomes reported by various companies. The past week witnessed significant players in the market sharing their results, some with mixed performance, setting the stage for what promises to be another eventful week. Amidst this dynamic environment, I discuss my observations on stocks that have captured my attention, including car sales, Nick Scali, and JB Hi-Fi.
by Roger Montgomery Posted in Podcast Channel.
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What do the latest consumer spending insights tell us?
Roger Montgomery
August 21, 2023
In July, the Commonwealth Bank of Australia (ASX:CBA) published its inaugural monthly household spending insights (HSI) Index, replacing the superseded ‘intentions’ index. Based on online, Bpay, debit, and credit card transaction data, the insights are indeed comprehensive, coming from the bank’s seven million customers. Contrast that with a typical report or survey of a few thousand customers! This report, drawn from de-identified payments data, offers valuable insights into spending trends, and it has revealed a tightening of consumer belts with a decline in spending growth nationally to a modest 1.3 per cent in the year leading up to July. Continue…
by Roger Montgomery Posted in Companies, Market commentary.
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