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Why we view Commonwealth Bank as the highest quality of the big four banks
Sean Sequeira
November 25, 2022
At Australian Eagle, the external environment is not something we can control but it is something we do pay attention to. It plays a part in our investment thesis on stocks and will always be an important consideration in terms of our assessment of the quality of a company. However, the investment team tends to focus more on the inherent fundamentals of stocks especially those involving factors under management’s control. Continue…
by Sean Sequeira Posted in Companies, Financial Services, Stocks We Like.
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What the private credit boom means for investors
Roger Montgomery
November 24, 2022
In this article for Firstlinks Roger discusses the Private credit asset class. Your bank has been lending to SMEs for a century and now they’re pulling back, opening the opportunity for others, previously you had to own bank shares to see some of the returns from SME lending. Private credit funds now provide direct access to this income stream and growing asset class. So what should investors look for? Read: What the private credit boom means for investors
by Roger Montgomery Posted in On the Internet.
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Three great retail stocks to keep an eye on
Roger Montgomery
November 24, 2022
In this week’s video insight Roger suggests a repeatable way to invest, in a sector of the Australian stock market, that appears to have provided excellent returns to those who have applied it in the past. That sector is retailers, and there are three companies that should be on your watch-list. Continue…
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Why you should add Private Credit to your portfolio
Roger Montgomery
November 23, 2022
In this interview on Ausbiz Roger covers why Private Credit is a great addition to investors’ portfolios. Private credit is one-way businesses raise capital. Access to finance is essential for SME growth and unlike private equity, where investors contribute funds in exchange for a shareholding in the business, in private credit, investors provide loans and receive interest payments in return. Watch: Why you should add Private Credit to your portfolio
by Roger Montgomery Posted in TV Appearances.
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Will the RBNZ lift cash rates again?
David Buckland
November 23, 2022
To remind readers, the Reserve Bank of New Zealand (RBNZ) was six months ahead of the Reserve Bank of Australia (RBA) in commencing their tightening interest rate cycle on 6 October 2021. On eight occasions, the New Zealand official cash rate has been tightened to 3.5 per cent, and a ninth tightening is expected at RBNZ’s next meeting today, Wednesday 23 November. Continue…
by David Buckland Posted in Market commentary.
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Will ResMed’s share price continue to rise long-term?
Roger Montgomery
November 22, 2022
ResMed (ASX:RMD) is an Aussie-grown international success story. Now based in San Diego, it’s the world leader in the Sleep Disordered Breathing market, providing devices for treating sleep apnea, chronic obstructive pulmonary disease, and other respiratory conditions. RMD’s share price has grown a whopping 3,800 per cent since listing in 1999, and we’re confident there’s more growth to come. Continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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Why our small companies fund is underweight the retail sector
Roger Montgomery
November 21, 2022
It’s a tough time to be a retailer, what with increasing interest rates, fuel and energy costs putting a squeeze on consumer spending. And some retailers are particularly adversely affected. Which is why investors need to be highly selective – especially when it comes to buying shares in consumer discretionary businesses. Continue…
by Roger Montgomery Posted in Consumer discretionary.
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Aura Private Credit: Letter to investors 18 November 2022
Brett Craig
November 18, 2022
This week, the wage price index demonstrated that real wages are struggling to keep up with the rate of inflation. The labour force remains extremely tight, hitting a high point in 4 decades. With rates rising and migration coming back, we expect this to be close to the peak. Continue…
by Brett Craig Posted in Aura Group.
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