Read my latest article for the Australian titled, Why the onward march of AI and the tech titans demands change READ NOW
-
Aura Private Credit: Letter to investors 24 February 2023
Brett Craig
February 24, 2023
Given this week’s quiet data release cycle, we thought we would explore some methods of funding that can be used by lenders we work with and to give context to where we participate in capital markets. Continue…
by Brett Craig Posted in Aura Group.
- save this article
- POSTED IN Aura Group.
-
History doesn’t repeat, but maybe it rhymes
Roger Montgomery
February 24, 2023
In this week’s video insight Roger shares reasons to be optimistic about investing in equities and current market conditions. Despite all the doom and gloom surrounding markets at the moment, what matters more than anything else is inflation. Inflation hurts stocks overall because consumer spending drops and corporate profits are impacted by higher input costs. Continue…
by Roger Montgomery Posted in Video Insights.
- watch video
- save this article
- POSTED IN Video Insights.
-
Why we hold a material position in Seven Group
Michael Gollagher
February 24, 2023
Seven Group Holdings (ASX:SVW) is a diversified company with businesses and investments in industrial services, media and energy. We particularly like the company’s exposure to mining services and infrastructure investment – via WesTrac, Coates Hire and Boral – and its high quality management. Together, these factors should continue to drive earnings and share price performance over the long term. Continue…
by Michael Gollagher Posted in Companies, Stocks We Like.
- save this article
- POSTED IN Companies, Stocks We Like.
-
Gary’s best and worst pick from reporting season so far
Scott Phillips
February 23, 2023
In this video Scott speaks with Gary Rollo, portfolio manager of the Montgomery Small Companies Fund on an update on small caps reporting this results season. There’s been more beats from an earnings point of view than misses, but that’s looking backwards. Outlooks count because after all, the stock market buys the future and those have definitely been more negative. Gary also shares one of the best results he has seen and one of the worst. Continue…
by Scott Phillips Posted in Editor's Pick, Stocks We Like, Video Insights.
-
Discover how to value the best stocks and buy them for less than they’re worth.
NOW FOR JUST $49.95
buy nowSUBSCRIBERS RECEIVE 20% OFF WHEN THEY SIGN UP
“This is a book you simply must read.
The very best investors in the world are “value” investors.” -
High monthly income with equity-type returns – I need more of that!
David Buckland
February 23, 2023
I was recently asked by a client what the long-term expectations were for various asset classes offered by Montgomery. Taking work done by Elroy Dimson, Paul Marsh and Mike Staunton1 from the London Business School and the results produced from Montgomery’s business partners, Australian Eagle Asset Management, Montgomery Lucent Investment Management and Polen Capital, I concluded that equities deliver an average annual (nominal) return of around 10.0 per cent, assuming reinvestment of dividends/ distributions/ income. Continue…
by David Buckland Posted in Aura Group.
- save this article
- POSTED IN Aura Group.
-
I was late to the party, but “I’ve got to contain inflation”
David Buckland
February 22, 2023
“I’ve got to contain inflation. I’ve got to convince the community that we’re serious about that. That’s our job and its unpopular and I accept that”. Philip Lowe, Governor of the Reserve Bank of Australia. Continue…
by David Buckland Posted in Market commentary.
- 2 Comments
- save this article
- 2
- POSTED IN Market commentary.
-
If you are an income investor, it pays to think long-term
Roger Montgomery
February 22, 2023
The past year has seen a distinct switch in investor focus from growth to yield. The irony, of course, is that many so-called ‘dividend stocks’ can be long-term wealth killers. And that’s why we prefer quality businesses – like CSL – which can grow both their market value, and their dividends, over time. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Investing Education.
- 6 Comments
- save this article
- 6
- POSTED IN Companies, Editor's Pick, Investing Education.
-
Adairs sheets home the blame for its poor HY23 result
Roger Montgomery
February 21, 2023
If you needed more convincing that Australia’s retailers are doing it tough, take a look at the HY23 result from manchester and homewares retailer Adairs (ASX:ADH). ‘Weak’, ‘disappointing’, ‘a miss’. That’s how various commentators described the result. But with the share price already in the doldrums, and the company paying an attractive dividend, the market seemed none too concerned. Continue…
by Roger Montgomery Posted in Companies, Consumer discretionary.
- save this article
- POSTED IN Companies, Consumer discretionary.