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Just how bad will the consumption slowdown be?
David Buckland
February 27, 2023
Continuing to explore the breadth of the expected slowdown in consumption, granular analysis of the Australian Prudential Regulatory Authority (APRA) monthly deposits and the RBA’s October 2022 Financial Stability Review, the following data is worth highlighting. Continue…
by David Buckland Posted in Consumer discretionary.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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