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Three reasons for liking Transurban
Sean Sequeira
February 14, 2023
Since starting life in 1996 as the operator of Melbourne’s CityLink, Transurban (ASX:TCL) has come a long way. Taking advantage of falling interest rates, TCL has expanded its portfolio and now operates lucrative urban toll roads in Sydney, Melbourne, Brisbane, Canada and the U.S. The company is a strong dividend payer and continues to be a rewarding long-term investment. Continue…
by Sean Sequeira Posted in Companies, Stocks We Like.
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Aura Private Credit: Letter to investors 13 February 2023
Brett Craig
February 13, 2023
Last week, the Reserve Bank of Australia (RBA) lifted interest rates off the back of the heightened inflation data that came in for the December 2022 quarter. Continue…
by Brett Craig Posted in Aura Group.
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Why paying down your mortgage could be your best investment
Roger Montgomery
February 13, 2023
With interest rates rising, many of you are probably wondering if it would be beneficial to pay more off your mortgage. The good news is that if you have sufficient funds, and you are in a high personal tax bracket, it could be your best investment right now. Let me explain why. Continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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ABC The Business: Can the stock market rally continue?
Roger Montgomery
February 10, 2023
Roger joined Kathryn Robinson on ABC The Business to discuss current market conditions. With sharemarkets rallying around the world, does this make economic sense and can the rally be sustained? Meanwhile, predictions of recession leave investors in fear about company earnings growth.
by Roger Montgomery Posted in On the Internet, TV Appearances.
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Nick Scali is the latest retailer hit by the consumer pull-back
Roger Montgomery
February 10, 2023
On first blush, the much-anticipated consumer slowdown does not appear to have impacted Nick Scali (ASX:NCK), which reported half-year 2023 results earlier this week. But delving more deeply into the trading update reveals a different story. Continue…
by Roger Montgomery Posted in Companies, Consumer discretionary.
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Ausbiz: In the markets, last year’s losers are this year’s winners
Roger Montgomery
February 9, 2023
The Australian market was dragged higher in January by roaring global markets. It has really been a case of last year’s losers being this year’s winners. By way of example US-listed Facebook’s peak-to-trough drawdown described a fall of 76 per cent. Facebook shares rose 55 per cent in January. However, I am not too excited, Facebook shares are still down 52 per cent from their high. Watch: In the markets, last year’s losers are this year’s winners
by Roger Montgomery Posted in On the Internet.
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Has Carsales paid too much to buy Trader Interactive?
Roger Montgomery
February 9, 2023
Since its founding in Melbourne in 1997, carsales.com (ASX: CAR) has grown its footprint to now operate in digital marketplaces across Oceania, Asia and the Americas. This has largely been done via acquisitions. However, I’m scratching my head over its recent acquisition of the US marketplace, Trader Interactive. To my mind, they have simply paid too much. Continue…
by Roger Montgomery Posted in Companies, Investing Education.
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Why IMDEX’s proposed acquisition of Devico is a great strategic fit
Dominic Rose
February 9, 2023
IMDEX (ASX:IMD) reported a strong set of 1H23 results, well ahead of consensus with revenue up 18.5 per cent from 1H22 and EBITDA up 21.9 per cent from 1H22. Despite great results these were overshadowed by IMDEX’s proposed acquisition of Devico, which appears highly strategic. Dominic joined IMDEX’s CEO Paul House to take a deep dive into the proposed acquisition which is highly strategic with strong synergies. Continue…
by Dominic Rose Posted in Companies, Editor's Pick, Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights.
