Monthly Archives: August 2019
Roger that – Flight Centre delivers again!
Roger Montgomery
August 28, 2019
Many have doubted Flight Centre’s ability to thrive in an online world. But its clicks-and-bricks strategy looks to be succeeding, as does the goal of expanding its global footprint. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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A look into Steadfast’s FY19 earnings results
Joseph Kim
August 27, 2019
In this week’s video insight Joseph provides an update on Steadfast’s FY2019 results. Steadfast reported underlying earnings before interest, tax and amortisation of $193 million, which was a 17 per cent increase on 2018. The outlook bodes well for Steadfast shareholders in the medium term, with the market rewarding the result with a positive share price response despite the additional share issuance to raise capital for future acquisitions.
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by Joseph Kim Posted in Video Insights.
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There is danger in expecting low rates to last
Roger Montgomery
August 27, 2019
In this article for the Herald Sun Roger discusses how cheap and abundant capital remains the fuel for the willingness to bet on the fortunes of start-ups, most of which will never make it. What’s the danger of expecting low short-term rates to last? Read here.
by Roger Montgomery Posted in In the Press.
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Uniti continues to Unify at an electrifying pace
David Buckland
August 26, 2019
In interviewing Gary Rollo and Dominic Rose, Portfolio Managers of the soon to be launched Montgomery Small Companies Fund, I asked them specifically whether they would have “theoretically” purchased Uniti Wireless (ASX: UWL) back in mid-March 2019, and if so what weighting they would have made it in the portfolio. Continue…
by David Buckland Posted in Companies, Technology & Telecommunications.
The market gives a tick to Dominos, ARB and Carsales
Roger Montgomery
August 23, 2019
Investors in Dominos, ARB and Carsales have welcomed the companies’ 2019 results and near-term forecasts, pushing up the prices of all three companies. But it’s been a different story for Corporate Travel and GWA. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Corporate outlook statements point to a tougher year ahead
Roger Montgomery
August 23, 2019
As the reporting season avalanche gathers pace, a few company reports have really caught our eye. Here’s our take on reports by BHP, a2 Milk, Beacon Lighting and Worley Parsons, and what each firm is saying about their near-term prospects.
BHP (ASX:BHP) Continue…
by Roger Montgomery Posted in Companies.
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