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U.S. big cap growth enjoys P/E expansion in the March 2023 Quarter
David Buckland
April 5, 2023
After declining 18.1 per cent in calendar 2022, the US-based S&P 500 enjoyed a constructive March 2023 Quarter, up 7.5 per cent. Whilst earnings per share (EPS) declined around one per cent, the P/E rating jumped by 8 per cent to deliver a 7 per cent price return. When adding dividends, the total return was 7.5 per cent. Continue…
by David Buckland Posted in Global markets.
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What we have seen from the first quarter
Roger Montgomery
April 4, 2023
In this week’s video insight Roger reviews what has happened during the first quarter, the performance of markets so far and what’s important looking forward. All eyes are on the short and long-term plausible paths for monetary policy. Despite this, Roger remains optimistic for investing in high-quality businesses generating double-digit earnings growth. Continue…
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Money Me: from $2.20 to $0.08 in 15 months
David Buckland
April 3, 2023
One of the reasons our business partners, Australian Eagle Asset Management, Montgomery Lucent and Polen Capital, focus on higher quality companies with relatively strong and enduring cash-flow is they rarely suffer such crashes often requiring highly dilutionary capital raisings. Continue…
by David Buckland Posted in Companies.
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Aura Private Credit: Letter to investors 31 March 2023
Brett Craig
March 31, 2023
This week saw the release of two key economic indicators; the monthly indicator of the Consumer Price Index and Job Vacancies data. Both are displaying a slight softening in the economy, perhaps an early indication of the contractionary monetary policies explored last week, increases to the cash rate and quantitative tightening, beginning to take their intended effect. Continue…
by Brett Craig Posted in Aura Group.
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The importance of going for growth with Roger Montgomery
Roger Montgomery
March 31, 2023
In this interview with Ausbiz Roger discusses why it is important for investors to go for growth rather than yield, because the pursuit of growth will produce a better yield too. Watch the interview: The importance of going for growth with Roger Montgomery
by Roger Montgomery Posted in TV Appearances.
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Why we should all be concerned about the coming AI revolution
Roger Montgomery
March 31, 2023
Since its launch in November last year, the transformative potential of ChatGPT has stunned the world. After seeing what it can do, Bill Gates said he had just seen the most important advance in technology since the graphical user interface. The trouble is, AI like ChatGPT has the power to obliterate many industries and occupations, and cause massive social dislocation. Little wonder many technologists are warning that it’s time to hit the pause button, before it’s too late. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Why you should avoid the siren call of high-dividend stocks
Roger Montgomery
March 31, 2023
We’ve been writing a lot about income, and recently I updated some analysis on the importance of investing in growth stocks rather than yield stocks because, over the long run, the pursuit of growth actually produces a better yield. Let me put forward some more reasons why you’re usually better off avoiding the siren call of high-dividend paying stocks. Continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education.
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Crisis, contagion or QE? The bigger picture
Roger Montgomery
March 30, 2023
In this article for Firstlinks Roger discusses the current U.S. regional banking industry crisis. Many investors are concerned SVB and Credit Suisse are the 2023 equivalent of Bear Stearns and Lehman Brothers, the 2008 poster children of the GFC. However, fears of a repeat are misplaced for several reasons. Read the article: Crisis, contagion or QE? The bigger picture
by Roger Montgomery Posted in On the Internet.
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