Investor Insights

February 20, 2024

Breville Group’s headline sales number masks the positives

By Roger Montgomery

Global premium appliance brand owner Breville Group’s (ASX:BRG) recent half-yearly results released on 13 February have stirred mixed reactions among analysts and investors. There was a slight disappointment in sales, although this was overshadowed by improved gross margins and efficient cost control measures.
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February 15, 2024

Another day, another set of good results delivered this reporting season

By Roger Montgomery

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.
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February 5, 2024

Aura Core Income Fund awarded ‘Very strong’ Investment Rating

By Scott Phillips

Private credit is increasingly capturing the attention of investors seeking regular income and capital stability, without the volatility or capital growth commonly associated with public equity or property markets. The Aura Core Income Fund, managed by our expert partner, Aura Credit Holdings, offers retail investors an opportunity to access private credit.
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February 5, 2024

Boss Energy' share price rises amidst surging uranium price

By David Buckland

The price of uranium has jumped from U. S. $20/lb. in January 2018 to U. S. $40/lb in January 2022 to U. S. $90/lb in January 2024. Boss Energy (ASX: BOE), with its strategic market position and two significant projects, is poised to capitalise on this upward trajectory.
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January 30, 2024

February 2024 reporting season calendar

By Roger Montgomery

As we delve into the February reporting season, investor focus shifts to company profits and identifies sectors and companies anticipating earnings growth. This period can be marked by volatility in share prices, contingent upon whether companies exceed or fall short of expectations.
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January 4, 2024

Farewell 2023, hello 2024

By David Buckland

Despite wars in Ukraine and the Gaza Strip, and the collapse of the Silicon Valley Bank in March 2023, the Magnificent Seven (Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla) rose by an average 111 per cent over calendar 2023. This greatly assisted the performance of the US-based Nasdaq, up 43. 4 per cent for the year.
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December 20, 2023

Putting today’s market in context

By Polen Capital

For investors, the last four years have seen some remarkable events, which have had a profound impact on equity markets globally. Volatility has been elevated on both the ups and downs. The global pandemic that began in early 2020 induced a sharp correction as the initial curtailment of day-to-day activity became apparent.
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December 19, 2023

Time for small caps to shine

By Roger Montgomery

In my final video insight for the year, I wanted to share some potentially exciting news for all you small cap stock enthusiasts out there. I delve into the recent developments at the U.S. Federal Reserve and what they mean for small cap stocks. Will 2024 be the year for small caps?

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December 18, 2023

Rocket fuel for small caps – three takeovers announced

By Roger Montgomery

If you aren’t already aware I am optimistic about the prospect for small caps in 2024. Provided we have a combination of positive economic growth (even a short technical recession won’t upset my thesis) and a continuation of the disinflation that has informed the path of consumer prices over the last year, innovative small cap growth companies have the opportunity to catch up to mega-caps that dominated the investment landscape in 2023.

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