In this video for Livewire Roger joined Ben Clark and Vishal Teckchandani on Livewire’s Buy Hold and Sell  talking stocks in the domestic and international markets offering the best growth opportunities at a reasonable price. Where can investors find growth at a reasonable price? In this interview we talk Tyro Payments, Altium, Ramsay Health Care and two international companies presenting long-term growth prospects.

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by Roger Montgomery Posted in On the Internet.

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Founded 27 years ago, Macquarie Telecom (ASX:MAQ) is an Australian data centre, cloud, cyber security and telecom company for mid to large business and government customers. Gary recently spoke with Chief Executive Officer, David Tudehope to discuss business and the investments the company’s making to extend its growth horizon. Continue…

by Gary Rollo Posted in Companies, Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights.

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Australia has fared relatively well through the COVID-19 pandemic. That said, we have still faced enormous economic and financial disruption domestically. In times of crisis, the RBA naturally steps in stimulate monetary conditions and facilitate the orderly operations of financial markets. Continue…

by Andrew Macken Posted in Market commentary.

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Following the worst of the COVID-19 sell-off, the Montgomery Small Companies Fund increased our shareholding in Auckland International Airport (AIA.ASX) – which we’ve long regarded as a high quality business. But how quickly things change these days. In light of more recent news flow from airlines and health authorities, we decided to exit our position.

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by Roger Montgomery Posted in Companies.

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New car sales data is a good indicator of consumer sentiment and of a country’s economic health.  So the most recent data from the Federal Chamber of Automotive Industries is a concern.  They show that new car sales in Australia fell – for the 27^th month in a row. Continue…

by Andreas Lundberg Posted in Companies.

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From cancelled flights and cancelled aircraft orders to frenzied air freight markets, the fallout from the COVID-19 pandemic has been unprecedented. Here we outline some of the implications of the coronavirus for different corners of the commercial aviation industry. Continue…

by Daniel Wu Posted in Airlines, Companies.

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In this video for Livewire Roger joined Ben Clark and Vishal Teckchandani on Livewire’s Buy Hold and Sell  to discuss the question “Is it time to load up on growth stocks?” Technology stocks globally are up 20 per cent since February. Industrial names are down over 20 per cent over the same period. Is it time for investors to rewire their thinking and go for growth? In this conversation we share our approach to growth investing as well as seven stock ideas offering growth at a reasonable price.

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by Roger Montgomery Posted in On the Internet.

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Central banks globally have clearly been buying a lot of government bonds over the last decade. But just how much the world’s central banking powers own of their own government’s stock of financial obligations is astounding. And that includes the US Federal Reserve. Continue…

by Christopher Demasi Posted in Global markets.

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