-
Another U.S. Bank fails overnight. Now it’s three.
Roger Montgomery
March 13, 2023
Everyone’s talking about the collapse of Silicon Valley Bank (SVB) – the largest bank failure since the global financial crisis – and debating whether it’s the start of another financial crisis. There’s Bill Ackman on one side of the Twitterverse, suggesting more banks will collapse like dominos, while on the other side, there’s U.S. President Joe Biden, who points to the safeguards introduced after the global financial crisis to stop another financial crisis from occurring again. Continue…
by Roger Montgomery Posted in Editor's Pick, Financial Services, Global markets.
-
Why Private Debt may be superior to bonds
Roger Montgomery
March 3, 2023
Looking for a higher rate of income? Who isn’t? But are bonds best? For decades investors have been told bonds provide uncorrelated ‘ballast’ for a portfolio of shares whilst generating much-needed regular income. The idea has been that shares offer growth, with bonds also offering diversification and stability. Continue…
by Roger Montgomery Posted in Aura Group, Editor's Pick.
- 1 Comments
- save this article
- 1
- POSTED IN Aura Group, Editor's Pick.
-
Why you should avoid the siren call of high-dividend stocks
Roger Montgomery
March 31, 2023
We’ve been writing a lot about income, and recently I updated some analysis on the importance of investing in growth stocks rather than yield stocks because, over the long run, the pursuit of growth actually produces a better yield. Let me put forward some more reasons why you’re usually better off avoiding the siren call of high-dividend paying stocks. Continue…
by Roger Montgomery Posted in Investing Education.
- 11 Comments
- save this article
- 11
- POSTED IN Investing Education.
-
After losing its froth, is Breville a ‘buy’ once more?
Roger Montgomery
April 14, 2023
I’ve followed Breville Group (ASX: BRG) – which makes and markets home appliances such as coffee makers – for a long time. And I’ve always been impressed by the firm’s management, approach and execution. With the current share price around 40 per cent off its highs, and the company trading on a retailer-type price to earnings (P/E) ratio, I think there’s an opportunity for investors to buy this quality business at an attractive price. Continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
- 1 Comments
- save this article
- 1
- POSTED IN Companies, Stocks We Like.
-
A note to young investors part 1: Why you should rethink investing in index funds
Roger Montgomery
April 19, 2023
If you’re a younger investor, you’ve likely heard about – and even possibly invested in – index funds, whose promoters argue it’s easier, cheaper, and wiser to stick to investing in broad benchmarks such as the S&P/ASX100 or 200. Continue…
by Roger Montgomery Posted in Investing Education.
- 5 Comments
- save this article
- 5
- POSTED IN Investing Education.
-
Why Australian Eagle believes CSL is a ‘dream company’
Sean Sequeira
April 27, 2023
CSL Ltd (ASX:CSL) – which labels itself as a multinational specialty biotechnology company – has long been one of the stars of the Australian market. Since listing in 1994, CSL has not missed a beat, with its share price soaring a massive 25,000 per cent. It’s a long-term holding in the Australian Eagle portfolio and, with great management and a solid growth outlook, we continue to like what we see.
by Sean Sequeira Posted in Companies, Health Care, Insightful Insights.
- 4 Comments
- save this article
- 4
- POSTED IN Companies, Health Care, Insightful Insights.
-
Stocks we like in the EV space
Gary Rollo
April 17, 2023
In this week’s video insight, Scott Phillips our Head of Distribution joined Gary Rollo, Portfolio Manager for the Montgomery Small Companies Fund to discuss the difference between producers and developers in the electric vehicle (EV) sector and share some companies they think have bright prospects. Continue…
by Gary Rollo Posted in Companies, Stocks We Like, Video Insights.
- watch video
- save this article
- POSTED IN Companies, Stocks We Like, Video Insights.
-
Why profit is important, but cash is king
Roger Montgomery
March 29, 2023
Cash flow is the money flowing in and out of a business. It’s what a business needs to fund day-to-day operations and investments, and protect it from financial challenges. And, as we’ve seen with all those ‘profitless prosperity’ companies, it can be the difference between success and failure. So, how do you identify a business that is generating real cash flow, and one that is not? Continue…
by Roger Montgomery Posted in Investing Education.
- 3 Comments
- save this article
- 3
- POSTED IN Investing Education.
-
Money Me: from $2.20 to $0.08 in 15 months
David Buckland
April 3, 2023
One of the reasons our business partners, Australian Eagle Asset Management, Montgomery Lucent and Polen Capital, focus on higher quality companies with relatively strong and enduring cash-flow is they rarely suffer such crashes often requiring highly dilutionary capital raisings. Continue…
by David Buckland Posted in Companies.
- save this article
- POSTED IN Companies.
-
Why we should all be concerned about the coming AI revolution
Roger Montgomery
March 31, 2023
Since its launch in November last year, the transformative potential of ChatGPT has stunned the world. After seeing what it can do, Bill Gates said he had just seen the most important advance in technology since the graphical user interface. The trouble is, AI like ChatGPT has the power to obliterate many industries and occupations, and cause massive social dislocation. Little wonder many technologists are warning that it’s time to hit the pause button, before it’s too late. Continue…
by Roger Montgomery Posted in Market commentary.
- 3 Comments
- save this article
- 3
- POSTED IN Market commentary.
Why are we invested in AMP? read here