Goodman Group’s recent trading update was extremely upbeat, announcing higher levels of profitability and expectations for increased earnings. Read here
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Why we’ve invested in Integral Diagnostics
Andreas Lundberg
November 26, 2021
The Montgomery Fund recently invested in Integral Diagnostics (ASX:IDX), which provides medical imaging services at 67 radiology clinics across Australia and New Zealand. Our investment in IDX gives us exposure to an expanding business in the fast-growing digital imaging industry. The IDX share price has grown four-fold over the past five years, and we’re confident there’s more growth to come. Continue…
by Andreas Lundberg Posted in Companies, Health Care, Stocks We Like.
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Fear and Greed: the investor’s guide to inflation
Roger Montgomery
November 25, 2021
Roger joined Sean Alylmer on the Fear and Greed podcast to discuss the biggest unknown for markets at the moment – inflation and what this means for interest rates. Roger believes the Fed is right to say that this current bout of inflation is transitory and it will in fact pass.
by Roger Montgomery Posted in On the Internet, Podcast Channel.
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Why the Lovisa share price has more than quadrupled since late March 2020
David Buckland
November 25, 2021
Brett Blundy certainly has a knack when it comes to backing retail concepts and Lovisa Holdings Limited (ASX: LOV) – a leading specialist fast fashion jewellery retailer – has grown to 570 stores across 20 countries in the 11 years since its launch. Continue…
by David Buckland Posted in Companies, Consumer discretionary, Stocks We Like.
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The 3 words that tell me this property boom is over for now
Roger Montgomery
November 24, 2021
The key driver for the short and medium-term direction of the Australian property market can be boiled down to just three words: access to credit. And, right now, the conditions for credit access are getting tighter. To my mind, it all points to a property market that is about to lose its froth. Continue…
by Roger Montgomery Posted in Property.
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“This is a book you simply must read.
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This Christmas, give the gift that keeps on giving
Roger Montgomery
November 23, 2021
Set your adult kids, friends or significant other on the path to investing success and discover how more than 40,000 investors have already changed their fortunes. Buy two copies of Value.able for the price of one. Continue…
by Roger Montgomery Posted in Value.able.
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The de-risking process for “concept stocks”
David Buckland
November 23, 2021
I recently pointed out that around two-thirds of the 2,000 companies listed on the ASX are unprofitable. In this blog I thought it might be useful to focus on pre-profit companies, together with a handy list to assist investors to discern the wheat from the chaff. Continue…
by David Buckland Posted in Investing Education.
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Inflation fears will soon fade…
Roger Montgomery
November 19, 2021
Investors worry about inflation but forget to consider the income side of the equation. Will inflation fears this time next year be a distant memory? I currently believe investors should take advantage of any inflation scare that adversely impacts equity prices, as an opportunity. Continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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ASX Listed Small Companies – discerning the wheat from the chaff
David Buckland
November 18, 2021
The Montgomery Small Companies Fund has delivered excellent returns since its inception on 20 September 2019, with an average 14 per cent annualised out-performance, after expenses, over its ASX Small Ordinaries Accumulation Index benchmark. Going through the portfolio on a regular basis with Portfolio Managers Gary Rollo and Dominic Rose I am always impressed in the way they treat individual companies which are currently loss-making. Continue…
by David Buckland Posted in Companies, Stocks We Like.
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WHITEPAPER
VALUE AND GROWTH: TWO SIDES OF THE SAME COIN
The investment industry and media spend a lot of time discussing ‘value’ versus ‘growth’ investing – and which of them is currently winning. But we don’t believe they’re opposite concepts. Investors should consider both ideas together as they seek out quality companies with bright prospects that will deliver rewards over time.
READ HERE