Telstra’s latest half-year financial results, released yesterday, tell a story of modest gains, underpinned by cost control ...
More than a third of Australia’s market cap has reported and the initial picture is encouraging. So far, companies delivering ...
Last year, the stars were aligned for gains in equities. In 2023, we alerted investors to three key ingredients pointing in ...
From the first days of this blog, back in 2009/10, we have been writing about ARB Corporation (ASX:ARB), classifying it as ...
Held in the portfolio of the Montgomery Small Companies Fund, the investment and superannuation platform provider HUB24 ...
I joined David Taylor on ABC PM to discuss the Reserve Bank of Australia’s latest rate cut and why bank customers should take action. Many of us are effectively lending money to banks for free, and ...
I joined Ausbiz to discuss the market’s strong reactions to earnings surprises this reporting season, the competitive advantages driving companies like the Commonwealth Bank of Australia ahead of ...
The largest position in The Montgomery Fund portfolio, at almost eight per cent of the portfolio, is the Commonwealth Bank of ...
CSL (ASX:CSL) has posted its half-year results, delivering results that are best described as mixed. At the headline level, ...
What are the best businesses? The answer to that question is “monopolies” and investors need to ask whether the current crop ...
I joined Paul Turton on ABC Newcastle radio yesterday to discuss the impact of potential rate cuts, the key drivers of the U.S. market’s strong performance, and what investors should focus on moving ...
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