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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.

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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.

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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.

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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.

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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.

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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.

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by Sean Sequeira Posted in Companies, Health Care, Insightful Insights.

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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.

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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.

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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.

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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.

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