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Will the pain of Australia’s cost of living pressures be coming to an end soon?
David Buckland
February 9, 2024
In this week’s video insight, I discuss how Treasurer Jim Chalmers highlights that Australian wages are growing faster than the Consumer Price Index (CPI); a claim that overlooks the CPI’s failure to account for mortgage interest payments, thus not fully capturing the cost of living. With household debt and mortgage interest on the rise, I explore the expectation of an easing in the decline of real wages relative to living costs, amidst speculation of potential interest rate reductions. Continue…
by David Buckland Posted in Economics, Video Insights.
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Temple & Webster’s share price soars following half-year results
Roger Montgomery
February 14, 2024
Temple & Webster (ASX:TPW) have already added to the positive retail momentum by Nick Scali (ASX:NCK), JB Hi-Fi (ASX:JBH), and Cettire (ASX:CTT).
by Roger Montgomery Posted in Companies, Market commentary.
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Another day, another set of good results delivered this reporting season
Roger Montgomery
February 15, 2024
Reporting season is the gift that keeps on giving. Following on from our reporting of the great results from online retailers Cettire (ASX:CTT) and Temple & Webster (ASX:TPW), results from several other holdings are also encouraging. Seven Group (ASX:SVW), IDP Education (ASX:IEL), and Audinate (ASX:AD8) have all reported, and the initial response from the market has been positive. Continue…
by Roger Montgomery Posted in Companies, Market commentary, Stocks We Like.
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Decelerating inflationary expectations plus a limited increase in unemployment
David Buckland
February 12, 2024
The good news on the recent deceleration in inflationary expectations is many major central banks have likely finished tightening their official cash rates. The five English-speaking central banks tabled below have, on average, tightened on 12 separate occasions to 5.07 per cent. Australia is the outlier, at 4.35 per cent. Continue…
by David Buckland Posted in Global markets.
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Deterra Royalties half-yearly result: stable performance and growth Initiatives
Roger Montgomery
February 20, 2024
Deterra Royalties (ASX:DRR) was established through a strategic demerger from Iluka Resources Ltd (ASX:ILU) in 2020. At the core of Deterra Royalties portfolio lies long-life, Mining Area C (MAC), a premier iron ore mining operation in the Pilbara region of Western Australia, operationally managed by BHP. This key asset is underpinned by a royalty agreement that ensures Deterra Royalties receives quarterly payments equivalent to 1.232 per cent of the revenue generated, alongside substantial one-off payments of A$1 million for each dry metric tonne increase in annual production capacity. Continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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The divided state of Australia’s property market
Roger Montgomery
March 29, 2024
In this week’s video insight, I explore the divided state of Australia’s property market, highlighted by the latest Australian Bureau of Statistics (ABS) figures. With new home lending showing an unexpected decline, the market seems to be at a crossroads between tightening credit conditions and rising investor interest. Continue…
by Roger Montgomery Posted in Editor's Pick, Property, Video Insights.
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Reporting season: my thoughts so far
Roger Montgomery
February 20, 2024
The domestic economic backdrop, characterised by 13 interest rate hikes, and consumer malaise brought on by the persistent inflation-induced cost of living pressures, had set the stage for modest, if not dour, expectations for reporting season. Continue…
by Roger Montgomery Posted in Companies.
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Aussie Broadband and the consolidation of the Australian retail broadband sector
David Buckland
February 27, 2024
After highlighting the Vaughan Bowen and Michael Simmons lead Uniti Corporation and the several bolt on acquisitions from early-2019 (and then seeing the takeover from Morrison & Co at $4.50 per share a few years later), it appears the team at Aussie Broadband (ASX:ABB), led by Phil Britt, are following a similar run sheet by taking market share from the incumbents via organic growth and roll-up acquisitions. Continue…
by David Buckland Posted in Companies, Stocks We Like.
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Altium: An extraordinary roller coaster over its 25-year listed history
David Buckland
February 23, 2024
In this weeks video insight, David takes us through Altium Limited’s (ASX:ALU) 25-year listed history, marked by a recent bid from Renesas Electronics Corporation valuing it at AU$9.1 billion. From highs of $6.70 per share in 2000 to a record low of $0.09 per share in 2011, Altium has experienced significant fluctuations. However, since fiscal 2012, there has been a turnaround with notable revenue growth and improved earnings before interest, taxes, depreciation, and amortisation (EBITDA) forecasts. Continue…
by David Buckland Posted in Companies, Stocks We Like, Video Insights.
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Small cap team adeptly navigating early reporting season
Roger Montgomery
February 13, 2024
Generally speaking, and while it is early days, this earnings season has been a good one both broadly and for the Montgomery Small Companies Fund, overseen by portfolio managers, Gary Rollo and Dominic Rose. Continue…
by Roger Montgomery Posted in Companies, Market commentary.
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Check out my latest feature article for The Australian on 'how to handle market correction if it hits' READ NOW