Monthly Archives: September 2020

  • The good, the bad, and the shorted

    Dean Curnow
    September 25, 2020

    Last month Roger shared a wrap-up blog from the most recent reporting season and concluded that results were generally more good than bad for the majority of ASX companies that reported. This led to many companies’ share prices surprising on the upside. Continue…

    by Dean Curnow Posted in Companies.

  • Lockdown, reopen, lockdown, reopen, repeat

    Roger Montgomery
    September 24, 2020

    Globally, investors have hitherto been blissfully optimistic about the end of hard lockdowns, the development of a potential vaccine and broad economic re-openings. But all that may be about to change. Continue…

    by Roger Montgomery Posted in Global markets.

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    Roger Montgomery's Team
    September 24, 2020

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    by Roger Montgomery's Team Posted in Old Content.

  • How long will the shift in retail spending continue?

    Stuart Jackson
    September 23, 2020

    One of the thematics from the last few months has been the material change in retail spending. With COVID-19 related lockdowns and restrictions on population movement and activity, the ability to spend on services such as out of home entertainment and activities has been significantly curtailed. Continue…

    by Stuart Jackson Posted in Companies, Consumer discretionary.

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    Roger Montgomery's Team
    September 23, 2020

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    by Roger Montgomery's Team Posted in Old Content.

  • The importance of identifying longer-term threats

    Roger Montgomery
    September 22, 2020

    In this week’s video insight Roger discusses the importance of scanning the distant horizon for long-term threats when investing. We now live in a world where asset bubbles are no longer glitches but a semi-permanent feature of corporate and financial life, and a world where investors are not only unable to endure normal corrections or volatility but our politicians and central bankers even less. Will investors discover the danger of avoiding value?

    by Roger Montgomery Posted in Editor's Pick, Video Insights.

  • Why landlords are feeling the pinch

    Andreas Lundberg
    September 22, 2020

    The COVID-19 restrictions have certainly altered the balance of power in the housing rental market – particularly in Sydney and Melbourne. New data shows that increased supply and decreased demand have shifted power to the renters, who are finding it far easier to negotiate a new lease on better terms. Continue…

    by Andreas Lundberg Posted in Property.

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    Roger Montgomery's Team
    September 21, 2020

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    by Roger Montgomery's Team Posted in Old Content.

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    Roger Montgomery's Team
    September 21, 2020

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    by Roger Montgomery's Team Posted in Old Content.

  • Buy Hold Sell: 5 quality small caps winning market share

    Gary Rollo
    September 18, 2020

    In this episode of Livewire’s Buy Hold Sell, Gary Rollo joined Matthew Kidman and Chris Stott to discuss high-calibre small cap companies with a track record of profitability. The companies discussed include ARB, Ingenia Communities and Macquarie Telecom. Which companies do we think are a buy?

    by Gary Rollo Posted in On the Internet.