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Invest In What You Know?
George Hadjia
June 14, 2019
Beyond Meat (Nasdaq: BYND) is one of the hottest IPOs of 2019, with the stock surging well-above its IPO price after listing. The plant-based meat market has veritable tailwinds and there is a large longer-term revenue opportunity for the company. But is Beyond Meat a good investment? Continue…
by George Hadjia Posted in Companies.
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Does Australia control its destiny?
Andrew Macken
June 14, 2019
Last month, there was probably no one more surprised than Australian Prime Minister, Scott Morrison – or “ScoMo” – to which he is commonly referred. ScoMo had just won a decisive victory in Australia’s general election against an opponent that was the short-odds favourite in the betting markets. Continue…
by Andrew Macken Posted in Market commentary.
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Staying a Step Ahead of Artificial Intelligence
Amit Nath
June 13, 2019
By now we have all heard the term “Artificial Intelligence” (AI) which can be thought of as the simulation of human intelligence by computer systems. To get a sense for this let’s consider “natural intelligence” or the way people learn. Continue…
by Amit Nath Posted in Companies, Stocks We Like, Technology & Telecommunications.
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A closer look at distributions
Dean Curnow
June 13, 2019
It is everyone’s favourite time of year, and for those not in financial services, I am not referring to the peak of winter, I am referring to 30 June. Across the Montgomery suite of strategies, some of our actively managed equity funds will look to pay a distribution come 30 June. Here I summarise some of the finer points to be mindful of as a unit holder in a managed fund, and what this may mean for you. Continue…
by Dean Curnow Posted in Investing Education.
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Sign in with Apple: Privacy vs Competition
Daniel Wu
June 12, 2019
Last week Apple held its annual Worldwide Developers Conference and made several big announcements, including a new $6,000 Mac Pro, iPad OS, a standalone App Store for the Watch, and the death of iTunes. Continue…
by Daniel Wu Posted in Companies.
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Washington Elites Meet as Bond Market Signals Recession
Lachlan Mackay
June 11, 2019
The Financial Stability Oversight Council held a behind closed doors meeting last week to assess global risks of the current state of corporate borrowing. The Council is made up of Treasury Secretary Steven Mnuchin, Fed Chair Jerome Powell and heads of the top US financial regulators such as the SEC and Controller of the Currency’s Office. It was formed in the aftermath of the GFC to prevent a similar recession. Continue…
by Lachlan Mackay Posted in Global markets.
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Bitcoin: down but not out
Tim Kelley
June 11, 2019
Towards the end of 2017, the price of Bitcoin (along with that of many other crypto currencies) surged to extraordinary highs. At that time, we turned our mind to whether this price growth could make sense, and several of the Montgomery team members wrote opinions (search ‘bitcoin’ on the rogermontgomery.com website) which varied between “maybe” and “certainly not.” Continue…
by Tim Kelley Posted in Foreign Currency.
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Cruising in Uncharted Waters
Amit Nath
June 7, 2019
The cruise line industry is highly consolidated with the three largest players representing around 80 per cent of industry revenues. The market is mixed on the prospects for the industry as significant passenger capacity is expected to hit the market in the near-to-medium term.
Continue…by Amit Nath Posted in Companies.
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