latest feature REA Group delivers solid 1H25 results but highly regarded CEO to resign Roger Montgomery February 6, 2025. REA Group (ASX:REA) has delivered a commendable 1H25 result, with revenue and earnings before interest, taxes, depreciation and amortisation (EBITDA) beating consensus estimates, alongside early January listings showing promising growth.

In yesterday’s interview on Statewide Drive with Jess McGuire, I discussed how 2025 is shaping up for investment markets. As we approached the U.S. presidential inauguration, global markets performed strongly, with the S&P 500 up 3 per cent and tech stocks, predominantly led by the ‘Magnificent 7,’ also showing gains. Meanwhile, Chinese …

I appeared on Ausbiz to review 2024 and talk about the outlook for 2025. Will the Magnificent Seven tech stocks continue their upward climb in 2025? Rising U.S. bond yields could potentially impact some of the share price returns of tech stocks in the U.S. market. I also discussed the potential in Australian small caps… Continue reading →

Every day, I am met with articles quoting commentators telling me that the market is high and, therefore, on the precipice of a correction. Let’s get one thing straight – markets don’t fall just because they are high. They can stay high and continue upwards for a long time. It is also a mistake to… Continue reading →

Dec 31, 2024 · The Magnificent Seven (Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla), which rose by an average 111 per cent over calendar 2023, continued the strong upward trajectory, increasing a further 63 per cent, on average, over calendar 2024. In short, the average “Magnificent Seven” has turned $1.00 into $3.44 in two calendar years. The Magnificent… Continue reading →

16 hours ago · The artificial intelligence (AI) arms race shows no signs of slowing, and this week’s fourth quarter results announcement by Google, owned by Alphabet Inc. (NASDAQ:GOOG), suggests that significant investment is still seen as a necessity – especially when it comes to powering the next generation of AI models. Following the release of China’s DeepSeek, the… Continue reading →

Roger Montgomery founded the office of Montgomery Investment Management Pty Ltd, www.montinvest.com in 2010 following a successful career as a fund manager, public company chairman and most recently, best-selling investment author. Montgomery is independent and manages funds for a small group of private individuals and families, their companies, trusts, superannuation funds and charitable ...

Dec 27, 2024 · I had the opportunity to join Sean Aylmer on the Fear + Greed podcast to reflect on my predictions for 2024 and discuss what lies ahead in 2025. This year, despite widespread forecasts of a recession, the stock market performed strongly. A combination of disinflation and positive economic growth created a favourable environment for innovative… Continue reading →

6 days ago · Roger Montgomery is the Founder and Chairman of Montgomery Investment Management. Roger has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and stockbroking.

Strong investment partnerships are built on shared values and a long-term commitment to delivering great outcomes for investors. That’s why we are proud of our partnership with Australian Eagle Asset Management one of Australia’s top performing managers, whose Long Only Equity strategy is celebrating 20 years today. continue… by Roger Montgomery Posted in Montgomery News and Updates.