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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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Is FTX’s collapse another chapter in the golden age of fraud?
Roger Montgomery
November 18, 2022
In the past week, much ink has been spilled on the multi-billion-dollar collapse of FTX, the crypto exchange started by one-time tech ‘wunderkind’, Sam Bankman-Fried. And no one, I believe, has summed up the situation better than Pete Drewienkiewicz, from UK broker Redington. It’s so spot-on, I’m just going to copy-paste it below. Continue…
by Roger Montgomery Posted in Market commentary.
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Quality’s performance across the business cycle
Polen Capital
November 17, 2022
Quality stocks have been shown in studies to have robust historical performances.1 This analysis takes a deeper look into the Quality factor’s performance by breaking out its history into the four stages of the business cycle: Early, Mid, Late, and Recession. Continue…
by Polen Capital Posted in Polen Capital, Whitepapers.
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Why Macquarie Group is a high conviction position in The Montgomery Fund
Sean Sequeira
November 17, 2022
Both Australian Eagle and Montgomery have had a position in Macquarie Group (ASX:MQG) for some time. The positive view on the company would seem obvious given the heavy emphasis on first identifying quality businesses in both Australian Eagle’s and Montgomery’s investment process. Continue…
by Sean Sequeira Posted in Companies, Editor's Pick, Financial Services, Stocks We Like.
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Will house prices drop once fixed rate mortgages mature?
Roger Montgomery
November 16, 2022
In this week’s video insight Roger addresses wave of fixed-rate mortgages that will soon revert to much higher rates and the impact this will have on national property prices. So exactly how many mortgages were written and is there actually a cliff we need to worry about? Continue…
by Roger Montgomery Posted in Editor's Pick, Property, Video Insights.
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MEDIA
Oil, shares and Australian dollar rally as growth to the rescue
Roger Montgomery
November 15, 2022
Vesna Poljak published an article in the Australian Financial Review discussing how US CPI came in at a lower-than-expected annual increase of 7.7 per cent in October, a better outcome than forecast by economists. Vesna draws on Roger’s thoughts on how bull markets tend not to be sustained when rates are still rising. Read the article: Oil, shares and Australian dollar rally as growth to the rescue (paywall)
by Roger Montgomery Posted in On the Internet.
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