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Australia’s recession: GDP per capita records three consecutive negative quarters
David Buckland
March 6, 2024
Attending my undergraduate degree in the early 1980s, there was a big focus on gross domestic product (GDP) per capita. This meant economists took out the often-large stimulus from a rising population, and analysis was done over the population of the day. Continue…
by David Buckland Posted in Editor's Pick, Market commentary.
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Transurban reports solid financial performance in first half of 2024 amidst operational updates
Roger Montgomery
February 14, 2024
Transurban (ASX:TCL) reported its first half of FY24 results on the 8th of February, sharing its financial results and operational insights. The report revealed significant growth in earnings and an estimated FY24 distribution of 62 cents per share which represents approximately 7 per cent growth on FY23. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Megaport surges on stellar quarterly results and optimistic forecasts
Roger Montgomery
February 8, 2024
With surging quarterly results and a bright outlook, Megaport’s (ASX:MP1) recent performance ignites optimism, marking an impressive rebound and spotlighting the company’s strategic growth amidst the tech industry’s evolving landscape. Continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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Deflationary pressures in China – be careful what you wish for
David Buckland
February 7, 2024
Until recently, China’s decelerating inflation was welcomed by the West, as it led to lower imported prices and helped reduce inflationary pressures. However, China’s consumer prices fell for the third consecutive month in December 2023, delaying the expected rebound in economic activity following the lifting of COVID-19 controls. For calendar year 2023, CPI growth was negligible, whilst the producer price index declined by 3.0 per cent. Continue…
by David Buckland Posted in Economics, Editor's Pick, Global markets.
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You are going to be hearing a lot more about bitcoin ETFs this year
Roger Montgomery
February 15, 2024
There’s no fundamental reason for bitcoin to rise other than it is becoming more popular. But as we all know, a shift in sentiment, while usually unpredictable, can have a meaningful impact on the listed price of an asset. Continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.
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ABC The Business: What will reporting season tell us about the economy?
Roger Montgomery
February 9, 2024
This week, I joined ABC’s The Business to discuss the anticipated challenges and strategies for Corporate Australia during the upcoming reporting season. Focusing on the banking sector, I particularly highlight Commonwealth Bank, underscoring the escalated competition’s effect on net interest margins, especially in the context of an uptick in distressed sales. Continue…
by Roger Montgomery Posted in On the Internet, TV Appearances.
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Audinate Group: the growth worth listening to
Michael Gollagher
February 26, 2024
As we sift through the results from our companies over the first reporting season of the year, we watch with great interest as the market is reminded that company fundamental results still matter. We have seen macroeconomic speculation influencing market returns and share prices significantly over the last 18 months, rather than, in some cases, consideration for the fundamental changes occurring within some companies at a base level. Continue…
by Michael Gollagher Posted in Companies, Editor's Pick, Stocks We Like.
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Equity analysts surprised by the recent retail landscape
Roger Montgomery
February 16, 2024
In this week’s video insight, I explore the recent performance of the retail sector. Companies like Cettire, Temple & Webster, Nick Scali, and JBHi-Fi have surprised analysts with their robust performance, leading to a reassessment of sales projections. I discuss the unexpected resilience of retailers in the face of January’s challenges and discuss the implications of these developments for the future. Continue…
by Roger Montgomery Posted in Companies, Stocks We Like, Video Insights.
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The USA has had one budget surplus in 23 years. Is the debt to GDP path unsustainable?
David Buckland
February 22, 2024
In the past 23 years, the U.S. has produced one budget surplus (fiscal 2001) and 22 budget deficits. The past four budget deficits, from fiscal 2020 to fiscal 2023, inclusively have seen an aggregate budget deficit of $9.0 trillion and an average annual budget deficit of U.S.$2.25 trillion. Continue…
by David Buckland Posted in Editor's Pick, Market commentary.
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Investing in success: a look into ARB Corporation’s half-yearly results
Roger Montgomery
February 20, 2024
Investors in the Montgomery Small Companies Fund, take note; ARB Corporation Limited (ASX:ARB) has just released its half-yearly financial results for the period ending 31 December 2023, and there’s plenty of good news to unpack. As long-term fans and as shareholders in ARB, we’re keen to understand how the company is performing and what strategies it’s implementing for future growth. Continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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