Monthly Archives: August 2020

When it comes to investing, we’re not big fans of airlines.  But in the case of Alliance Aviation Services (ASX: AQZ), we’re happy to make an exception. You see, Alliance operates fly-in fly-out charter services for Australian mining companies, and its flights are in demand. With high returning business and strong cash generation, we think there’s a lot to like. Continue…

by Gary Rollo Posted in Airlines, Companies, Stocks We Like.

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Since launching in September 2019, The Montgomery Small Companies Fund has outperformed its benchmark the Small Ordinaries Index by 15.16 per cent to 31 July.  The Fund’s strong run has been driven by accelerating megatrends in e-commerce, enterprise migration to the cloud and digitisation of the economy.  Given the ongoing strength of these trends, I think there’s more solid growth ahead. Continue…

by Roger Montgomery Posted in Companies, Stocks We Like.

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In what’s been a terrible year for the energy sector, AGL is the latest company to disappoint. Its full-year results included a steep drop in profits and signalled that there’s worse to come next year. While AGL intends to maintain its attractive flow of dividends, I’m not convinced this will be enough to tempt many investors given the negative outlook. Continue…

by Andreas Lundberg Posted in Companies, Energy / Resources.

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by Roger Montgomery's Team Posted in Old Content.

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In this article for the Herald Sun Roger discusses the fact that more than half a year has passed since the coronavirus emerged and many of the world’s most populous countries are failing at their attempts to flatten their curves. The pandemic appears far from over which means equity investors who have enjoyed multi-year returns in just a few months would be wise to reconsider their exposure to growth assets. 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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In this article for the Herald Sun Roger discusses the decision from Qantas to cut 6000 staff and a further 15,000 people will remain stood down and 100 aircraft would be grounded for 12 months. Read here.

by Roger Montgomery Posted in In the Press.

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Roger joined Ross Greenwood on The Money Minutes for a run through of the first week of the Australian reporting season. So far, results don’t look too bad although the fear is these results are still looking in the rear-view mirror. Many companies have been unwilling to provide guidance for the next 12 months, so how should investors think about the longer-term prospects for businesses?

by Roger Montgomery Posted in Radio.

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by Roger Montgomery's Team Posted in Old Content.

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Shareholders in Australia’s largest bank, the Commonwealth Bank of Australia, would have been relieved to read that the bank has delivered a decent full-year result – with a 98 cent dividend to boot.  But the near term may not be so bright, with the bank pointing to earnings headwinds in the months ahead.  Below is my summary of the key points from the full-year result. Continue…

by Stuart Jackson Posted in Companies.

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