Investor Insights

May 7, 2024

Non-bank business lending and household spending

By Natalie Kolenda

Recent data from the Reserve Bank of Australia (RBA) on the Australian non-bank financing sector alluded to the fact that businesses are continuing to turn to non-bank providers for funding. As evidenced in the graph below, the non-bank share of business credit is trending upwards.
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May 2, 2024

Quarterly consumer price index update

By Natalie Kolenda

The long-awaited quarterly consumer price index (CPI) figure was reported this week. Over the March quarter, CPI rose by 1. 0 per cent, which follows the previous 0. 6 per cent December quarter increase. Over the 12 months to March 2024, CPI rose by 3. 6 per cent.
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April 26, 2024

The importance of thinking about stocks as businesses 

By Damon Ficklin

Successful business owners are often said to be able to feel the pulse of the companies they lead. For instance, great restaurateurs know what dishes are most popular on the menu, who their regular patrons are, when food suppliers will deliver fresh ingredients, and how much revenue is needed to cover operational expenses such as salaries and rent.
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April 23, 2024

Why we think Hub24 is a quality growing company

By Michael Gollagher

The Australian superannuation system is often seen as one of the envies of the world. With assets totalling $3. 7 trillion, our system is the fourth largest in the world and grew by 10 per cent over 2023 from a combination of contributions made to superannuation and underlying investment performance.
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April 12, 2024

Why small cap companies are poised for growth in 2024 

By Roger Montgomery

  In this week’s video insight, I delve into the promising realm of small cap companies for 2024, a sector where I’ve maintained a bullish stance since November 2022. The Small Ordinaries Index and the S&P600 Small Cap Index have shown noteworthy gains, underscoring the potential that these companies hold in a recovering economy.
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April 10, 2024

Household spending increases 

By Brett Craig

The monthly household spending indicator released by the Australian Bureau of Statistics (ABS) last week, is an additional data point crucial to the Reserve Bank of Australia’s (RBA’s) ongoing monitoring and decision making. Household spending was 3. 6 per cent higher than this time last year. This follows a slight dip we saw in December 2023.
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March 22, 2024

Ausbiz – Macquarie Technology (MAQ) a stock to watch

By Roger Montgomery

In my recent interview with Ausbiz, I discussed the current favourable conditions for investing in smaller companies. Small caps have seen a commendable increase of about 4% this year, driven by a combination of disinflation and positive economic growth.
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March 19, 2024

Pilbara Minerals: the ASX' most shorted stock, yet poised for long-term success? 

By Sean Sequeira

As a low-cost and long-life spodumene producer (spodumene is a raw material used to produce lithium for batteries in your phone, e-bike and electric vehicles (EVs), Pilbara Minerals (ASX:PLS) is one of the highest quality single commodity miners on the ASX. The share price has been punished recently, with the spodumene price falling from over U. S.
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March 18, 2024

What valuation do you put on sentiment? 

By Roger Montgomery

Retail stocks were on the nose for some time amid fears of recession, the impact of rising interest rates, the cost-of-living crisis and inflation’s impact on the cost of doing business.   The recent HY24 reporting season, however, revealed much of the fear was misplaced. Aggregate revenue growth tended to beat estimates despite moderating slightly.
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