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The behavioural science of markets
David Buckland
February 16, 2023
In this week’s video insight David delves deeper into the behavioural science of investment markets. The global economic environment, according to the consensus, will deteriorate as 2023 progresses, but with that said risk is not necessarily inherent in an investment; it is always relative to the price paid. Continue…
by David Buckland Posted in Investing Education, Video Insights.
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What are we seeing from reporting season in small caps so far?
Scott Phillips
February 15, 2023
In this video Scott speaks with Gary Rollo, portfolio manager of the Montgomery Small Companies Fund to provide an update on what we have seen from reporting season so far. It is early in the number of companies who have reported, but we can already see some key themes coming from the consumer sector. Continue…
by Scott Phillips Posted in Companies, Stocks We Like, Video Insights.
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JB Hi-Fi’s result tells us the consumer slowdown has already begun
Roger Montgomery
February 15, 2023
Consumer electronics and home appliances retailer, JB Hi-Fi (ASX:JBH), has just released its first-half results for FY23. For the six months to December 2022, there was a lot to like. But sales figures for January paint a picture of a more cash-strapped consumer and, by extension, a slowing economy. Continue…
by Roger Montgomery Posted in Companies, Consumer discretionary.
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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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