Since listing in 1999, the share price of REA Group (ASX:REA) – Australia’s leading online property portal – has risen from around 50 cents to around $140. So you’d have been far, far better investing in REA than in the property market that it serves. REA continues to be one of the highest quality businesses on the ASX, and a slightly underwhelming third-quarter trading update has not changed my opinion of the company’s prospects. Continue…

by Roger Montgomery Posted in Companies, Property, Stocks We Like.

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We recently published a blog post I wrote entitled, ‘Why I think tech and small caps could rally this year’.  In that post I explained the unreasonableness of the interest rate market’s expectations of more than three rate cuts by the end of January 2024. Continue…

by Roger Montgomery Posted in Market commentary.

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As detailed in my most recent blog entitled “Will the copper price hit record highs?”, Latin America and Australia combined, according to the U.S. Geological Survey, currently controls around 75 per cent of the world’s lithium reserves, whilst China has 80 per cent of the global refining capacity. Continue…

by David Buckland Posted in Companies, Stocks We Like.

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In this week’s video insight Roger discusses the most obvious and predicted recession ever and a commensurate collapse in earnings. Earnings are holding up relatively well. But if they fall what happens to prices? Well, it turns out the relationship isn’t as clear as you might expect. Continue…

by Roger Montgomery Posted in Video Insights.

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Back in the 1960s, AMP Limited (ASX:AMP) built the tallest building in Australia, with magnificent views over Sydney harbour. It was a symbol of the firm’s dominant place within the local financial sector. Fast forward 60 years, and AMP is a shadow of its former self, and its share price has suffered accordingly – down 91 per cent since listing in 1998. Subsequent to its fall from grace, Australian Eagle identified certain factors which gave the company the chance to evolve and if successful, continue to play a big part in the financial services industry. Continue…

by Sean Sequeira Posted in Companies, Editor's Pick, Financial Services, Stocks We Like.

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Around 75 per cent of the World’s lithium reserves, according to the U.S. Geological Survey, can be found in Latin America (58 per cent in Chile, Bolivia and Argentina) and Australia (17 per cent). Meanwhile, China currently has 80 per cent of the global refining capacity. While not as concentrated, Chile (21 per cent), Australia (11 per cent) and Peru (9 per cent) hold a large share of the global copper reserves at a combined 40 per cent. Continue…

by David Buckland Posted in Energy / Resources.

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I joined Gemma Dale on nabtrade’s Your Wealth podcast to discuss the importance of growth and where to find it, income and the dangers of chasing yield, and provides an explanation for why the outlook might be brighter than many commentators assume. I also talk about the growing asset class that is private credit so keep the Aura High Yield SME Fund and the Aura Core Income Fund in mind after seeking personal professional advice.

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by Roger Montgomery Posted in Investing Education, Podcast Channel.

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With inflation finally coming down, it looks like the U.S. Fed Reserve could soon stop lifting interest rates and start cutting, possibly as early as this year.  That’s great news for equity markets, which tend to rally when rates are lower. And it’s particularly good news for technology stocks and small caps. Continue…

by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.

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