Global premium appliance brand owner Breville Group’s (ASX:BRG) recent half-yearly results released on 13 February have stirred mixed reactions among analysts and investors. There was a slight disappointment in sales, although this was overshadowed by improved gross margins and efficient cost control measures. Continue…

by Roger Montgomery Posted in Companies, Stocks We Like.

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In this episode of Fear and Greed Podcast, Sean Aylmer and I delved into the current landscape of small cap stocks. Despite favourable economic conditions, I discussed the challenges they’ve faced in recent years and underscored the importance of identifying innovative growth companies with pricing power and expressed my optimism for their potential for a resurgence. We also explored specific sectors like retail, mining, and technology, highlighting both successful companies and industry trends during this reporting season. Additionally, I provided insights into the emergence of Bitcoin ETFs, urging caution amid the speculative and popularity-based nature of these investments. Continue…

by Roger Montgomery Posted in Podcast Channel.

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Despite the 13 increases over the 18 months to November 2023 in the Reserve Bank of Australia’s official cash rate to 4.35 per cent, analysis of the Commonwealth Bank of Australia’s (ASX:CBA) half-yearly result for the 6 months to December 2023 shows an organisation that is doing a good job managing through an economic environment where “financial conditions continue to tighten”. Continue…

by David Buckland Posted in Companies, Stocks We Like.

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In this week’s video insight, I explore the recent performance of the retail sector. Companies like Cettire, Temple & Webster, Nick Scali, and JBHi-Fi have surprised analysts with their robust performance, leading to a reassessment of sales projections. I discuss the unexpected resilience of retailers in the face of January’s challenges and discuss the implications of these developments for the future. Continue…

by Roger Montgomery Posted in Companies, Stocks We Like, Video Insights.

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There’s no fundamental reason for bitcoin to rise other than it is becoming more popular. But as we all know, a shift in sentiment, while usually unpredictable, can have a meaningful impact on the listed price of an asset. Continue…

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

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Reporting season is the gift that keeps on giving. Following on from our reporting of the great results from online retailers Cettire (ASX:CTT) and Temple & Webster (ASX:TPW), results from several other holdings are also encouraging. Seven Group (ASX:SVW), IDP Education (ASX:IEL), and Audinate (ASX:AD8) have all reported, and the initial response from the market has been positive. Continue…

by Roger Montgomery Posted in Companies, Market commentary, Stocks We Like.

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Temple & Webster (ASX:TPW) have already added to the positive retail momentum by Nick Scali (ASX:NCK), JB Hi-Fi (ASX:JBH), and Cettire (ASX:CTT).

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by Roger Montgomery Posted in Companies, Market commentary.

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Transurban (ASX:TCL) reported its first half of FY24 results on the 8^th of February, sharing its financial results and operational insights. The report revealed significant growth in earnings and an estimated FY24 distribution of 62 cents per share which represents approximately 7 per cent growth on FY23. Continue…

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

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