Monthly Archives: September 2020
Five retail winners from reporting season
Joseph Kim
September 11, 2020
One of the big winners emerging from the recent reporting season has been higher quality, small-cap retail stocks. These companies have benefited from increased spending in goods and durables, as spending generally ear-marked for services (including transport and travel) reduced with lockdown measures – i.e. “higher share of wallet.” Continue…
by Joseph Kim Posted in Companies, Consumer discretionary, Stocks We Like.
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Buy Hold Sell: 5 small caps chasing big markets
Gary Rollo
September 11, 2020
Gary Rollo joined Chris Stott and Matthew Kidman on Livewire’s Buy Hold Sell to discuss companies developing products for the needs of a large population. Three small caps with exposure to this thematic include City Chic Collective, Megaport and EML Payments. Are they all buys?
by Gary Rollo Posted in On the Internet.
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How much upside is left for NXT?
Gary Rollo
September 9, 2020
When we started the Montgomery Small Companies Fund 12 months ago, data centre operator NEXTDC (ASX:NXT) was one of the first businesses we bought. On our analysis, the shares were cheap. One year on and the share price has almost doubled. NXT continues to be a great business but, at current prices, is it still a good investment? Continue…
by Gary Rollo Posted in Companies, Editor's Pick, Stocks We Like.
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How COVID-19 has changed the way we spend
Roger Montgomery
September 9, 2020
New data from the Commonwealth Bank and ANZ confirms what you likely already knew – COVID-19 has spurred a major change in our spending habits. However, some of the retailers that have thrived during the lockdowns may find the going tougher in the months ahead. Continue…
by Roger Montgomery Posted in Market commentary.
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How long will markets stay out of whack with reality?
Roger Montgomery
September 8, 2020
One of my favourite childhood books was Dr Suess’s ‘Wacky Wednesday’ in which a boy wakes to find everything in the world is inside out, upside down or simply not as it should be. In the stock market these days, it seems every day is like Wacky Wednesday. But, like in the book, how long before we wake to find Wacky Wednesday has finally come to an end? Continue…
by Roger Montgomery Posted in Market commentary.
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Companies benefiting from stay-at-home restrictions
Roger Montgomery
September 7, 2020
In this week’s video insight Roger discusses the companies who are beneficiaries of the stay-at-home restrictions who have enjoyed strong sales growth. If we put aside materials and gold stocks, the rest of the stock market can be divided into the ‘haves’ and the ‘have nots.’ With the prospect of a vaccine, where are the opportunities for investors? Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Video Insights.
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A travel stock set to take off on a recovery
Dominic Rose
September 7, 2020
Travel businesses were some of the biggest casualties of the global pandemic. Many were dealt a near fatal blow by government restrictions and the closing of State and international borders. So it’s logical to assume they could also bounce back strongly once travel restrictions are lifted. To me, one business stands out from the pack. Continue…
by Dominic Rose Posted in Companies, Stocks We Like.
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