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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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Could equities give back some of their 2023 gains?
Roger Montgomery
August 19, 2023
If the headline didn’t grab your attention, that’s probably because you thought it was about interest rates. In fact, it’s about the equity market itself. Continue…
by Roger Montgomery Posted in Market commentary.
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Two high-quality stocks we own in The Montgomery Funds’ portfolio
David Buckland
August 18, 2023
In this video insight, David Buckland, CEO of Montgomery, and Sean Sequeira, Chief Investment Officer of Australian Eagle Asset Management, discuss the positive impact of Australian Eagle’s partnership with Montgomery. They delve into recent company earnings reports, highlighting Cochlear’s (ASX:COH) return to growth as indicative of its strong business quality and long-term potential, independent of external factors. They also mention QBE’s (ASX:QBE) efforts to improve margins through enhanced risk management for better earnings quality, potentially leading to a higher market rating. Continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
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The great recession that never was. Should we sound the all-clear? No
Roger Montgomery
August 18, 2023
Panic and speculation about a significant economic downturn in the U.S. have been part of financial discourse over the past year. Many analysts and most economists were expecting a recession, a negative shift in the economic tide, and that fear is what prevented many investors from buying equities and missing out on the gains since November. Continue…
by Roger Montgomery Posted in Market commentary.
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