Tony Yoo published an article in The Motley Fool to discuss the why ‘Buy low, sell high’ is a timeless investment axiom, but it’s easier said than done. This means backing a company when it’s friendless among other investors.
Reading between the spreadsheet lines, the annual earnings season has given a few hints of what is to come for corporate Australia and the broader economy over the next year. The annual results of Australia’s top 200 listed companies is a scorecard of how they performed over the last 12 months, as well as what they’re hoping to achieve for the year ahead. Every reporting season has a few losers.
Montgomery Investment Management unveiled the second fund to come out of its partnership with Aura Group, the Aura Core Income Fund.
David Thornton interviews Roger Montgomery on Flight Centre’s recent results. The result shows the ongoing impact that COVID has had on the travel sector with the business reporting a loss of $287.2 million for the year ended June 30 from the previous year’s $433.5 million shortfall. Roger discusses more of the result and also whether he would buy, hold or sell Flight Centre.
Jamie Williamson published an article in Financial Standard discussing Montgomery’s new partnership. Sean Sequeira from Australian Eagle says “We’re a great fit with Montgomery and are delighted to be entering into our partnership. Montgomery enjoys deep investor and industry relationships, expertise in managing funds which are available to retail investors and a trusted brand that has been well earned through its long-term focus on meeting clients’ needs.”
Jon Bragg published an article in Investor Daily discussing Montgomery’s and Australian Eagles new partnership. The partnership, which will commence on 12 September, will see Australian Eagle’s six-person team, led by CIO Sean Sequeira and senior portfolio manager Alan Kwan, managing Montgomery’s Australian domestic large-cap equities portfolios.
Laura Dew published an article in Money Management discussing Montgomery’s update to have Australian Eagle Asset Management join the Montgomery team under a sub-investment manager partnership.
In this video for Ausbiz Roger questions whether the recent market bounce has any resilience? Roger believes the reason for the jump is that most investors believe inflation has peaked. While interest rates may go up this year, they may be cut next year.
In this video for Ausbiz Roger discusses the slowing economy, skill shortages and pressure on business margins. Roger explains the multiple factors leading to what he called an entrenchment of inflation.