Archive: November, 2022

November 30, 2022

AMP’s strong valuation case

By David Buckland

  In this week’s video insight David discusses Australian Eagle Asset Management’s process of analysing unloved companies which are seeing an operational turnaround yet to be understood by the market.   A recent example of an “improving quality” company with a strong valuation case is AMP (ASX:AMP).
November 29, 2022

Is this as good as it gets for the ‘flying kangaroo’?

By Roger Montgomery

Warren Buffett is no fan of airlines as an investment. He once wrote that “if a far-sighted capitalist had been present at Kitty Hawk, he would have done his successors a huge favor by shooting Orville down. ”  And I doubt he would change his mind when it comes to investing in Qantas (ASX:QAN).
November 25, 2022

Aura Private Credit: Letter to investors 25 November 2022

By Brett Craig

This week, Governor Philip Lowe gave an address on inflation in a rapidly evolving economic environment. ​ RBA speech on price stability, the supply side and prosperity1 ​ ​In this week’s address, the Governor’s key topic was inflation.
November 24, 2022

Three great retail stocks to keep an eye on

By Roger Montgomery

  In this week’s video insight Roger suggests a repeatable way to invest, in a sector of the Australian stock market, that appears to have provided excellent returns to those who have applied it in the past. That sector is retailers, and there are three companies that should be on your watch-list.
November 22, 2022

Will ResMed' share price continue to rise long-term?

By Roger Montgomery

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.
November 21, 2022

Why our small companies fund is underweight the retail sector

By Roger Montgomery

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.
November 18, 2022

Aura Private Credit: Letter to investors 18 November 2022

By Brett Craig

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.
November 16, 2022

Will house prices drop once fixed rate mortgages mature?

By Roger Montgomery

  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?
November 15, 2022

Some interesting health related companies enter the Polen Capital Global Small and Mid Cap Fund

By David Buckland

Portfolio Manager, Rob Forker, and the team running the Polen Capital Global Small and Mid Cap Fund have recently added two healthcare related companies to the portfolio. Dechra Pharmaceuticals Based in Norwich, England, Dechra Pharmaceuticals is involved in the development, manufacture, marketing and sales of veterinary products across 72 countries worldwide.
November 14, 2022

AUB Group – insurance growth without insurance risk

By Michael Gollagher

There are many factors that come into play when you consider constructing a portfolio of stocks. Many people want to see a line up of superstars who are expected to shoot the lights out. Having said that, as we all know in investment markets there is no such thing as a free lunch.


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