Monthly Archives: August 2019

AP Eagers, Prospa and Appen have all delivered strong earnings reports and upbeat outlook statements, which should cheer many investors. The update from supermarket giant, Woolworths, was also far from shabby. Continue…

by Roger Montgomery Posted in Companies, Editor's Pick.

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David Taylor published an article in the ABC which discusses the battle between stakeholders. It appears to be customers and shareholders winning out, while employees bear the burden of low wage growth and, increasingly, job losses. David draws on Roger’s view that too many big business leaders were just not convinced the Australian economy would hold up enough to make new investments, projects or big employee pay rises worth their while  Read here.

by Roger Montgomery Posted in On the Internet.

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Investors in NIB Holdings (ASX:NHF) and Medibank Private (ASX:MPL) would have enjoyed the past six months, with the share price of both companies rising by over 20 per cent. And there may be more good news to come. Continue…

by Stuart Jackson Posted in Companies, Health Care, Stocks We Like.

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Industry Moves published an article introducing Gary Rollo as the co-portfolio manager of the soon to be launched Montgomery Small Companies Fund. Read here.

by Roger Montgomery Posted in On the Internet.

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Industry Moves published an article introducing Dominic Rose as the co-portfolio manager of the soon to be launched Montgomery Small Companies Fund. Read here.

by Roger Montgomery Posted in On the Internet.

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With reporting season sprinting to the end, on a fundamental level it is not all doom and gloom, there are winners (and losers). We notice a clear winner in companies with direct consumer exposure. What are our observations on the cyclical winners and those companies with structural growth tailwinds?
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by Gary Rollo Posted in Companies.

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In this article for the Australian, Roger discusses the latest unicorn about to list – WeWork, according to NYU professor Scott Galloway, its claims are even more absurd than we have recently had from Uber. Read here.

by Roger Montgomery Posted in In the Press.

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by Roger Montgomery's Team Posted in Old Content.

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An important part of investment management is portfolio construction. Gary Rollo and Dominic Rose – two seasoned and dedicated small cap specialists – lift the lid on their investment process and how they go about weighting individual holdings in the portfolio to share insights ahead of the commencement of the new Montgomery Small Companies Fund. Continue…

by Roger Montgomery Posted in Montgomery News and Updates.

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In this interview on Money News Roger and Ross discuss the overall results from the reporting season. Even though there have been some disasters, it has been a fairly solid profit reporting season. Where we currently see danger, is the amount of stretched valuations. Will this create more volatility and potential opportunities for the next 12 months?

by Roger Montgomery Posted in Radio.

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