Monthly Archives: October 2021

  • Two businesses to put in your Christmas stocking

    Roger Montgomery
    October 29, 2021

    At the Montgomery Small Companies Fund, our small caps team’s approach is to invest in businesses that benefit from supportive underlying themes. Two themes we like right now are what we call Stable Compounders and Structural Winners. And we have two preferred stocks – one in each theme – that we think will provide solid long-term returns. Continue…

    by Roger Montgomery Posted in Companies, Editor's Pick, Market commentary, Stocks We Like.

  • Three things we’ve learnt from AGM season

    Roger Montgomery
    October 28, 2021

    With annual general meeting (AGM) season underway, we’re starting to see some interesting trends. One is that, overall, results have been better than expected. Another is that, in Australia, margins are coming under pressure as inflation starts to bite. And a third is that the retail sector is experiencing a subdued start to FY22 – perhaps because many of us satiated our shopping urges during the COVID-19 lockdowns. Continue…

    by Roger Montgomery Posted in Companies, Consumer discretionary, Stocks We Like.

  • Profiting from small brands with big reach

    Roger Montgomery
    October 28, 2021

    Packed the car and readying to take a re-opening road trip? Enjoyed a responsible G&T during lockdown?  If you have, you may be familiar with some of the brands I am about to discuss.  What you may not know is that these businesses, whose products you may already be using, are listed global small caps. You may also like to hear they’re owned in the Polen Capital Global Small and Mid Cap Fund. Continue…

    by Roger Montgomery Posted in Companies, Stocks We Like.

  • Did JobKeeper waste $40bn of public money?

    Andreas Lundberg
    October 27, 2021

    Australia’s Department of the Treasury has just released a report into the JobKeeper Payment scheme. It shows that vast sums of money were transferred from taxpayers to companies that – in hindsight – should not have qualified for assistance. This includes almost $14 billion to businesses whose turnover increased during the lockdowns. This mis-use of taxpayer money leaves me with three big questions. Continue…

    by Andreas Lundberg Posted in Market commentary.

  • Why Westpac is the biggest holding in The Montgomery Fund

    Stuart Jackson
    October 26, 2021

    In a recent webinar to discuss the August reporting season, I was asked to provide thoughts on questions about the bank stocks. In my third post, I am covering: Why is Westpac the biggest holding in the Montgomery Fund. Why do you like it, more than anything else? Continue…

    by Stuart Jackson Posted in Companies, Editor's Pick, Financial Services, Stocks We Like.

  • Buy Hold Sell: 5 small caps with big dividends

    Roger Montgomery
    October 25, 2021

    In this episode of Livewire’s Buy Hold Sell Roger joined James Marlay and Simon Conn to discuss three small cap stocks that boast impressive dividends. While large caps usually get all the attention from dividend seekers, small caps often punch above their weight and here we share small cap stocks with sustainable dividends. These three stocks have paid out an average 6.2 per cent yield (including franking credits) over the last 12 months.

    by Roger Montgomery Posted in On the Internet, TV Appearances.

  • Better simpler strategy – how Etsy has survived and thrived

    David Buckland
    October 25, 2021

    In this blog, Professor Felix Oberholzer-Gee from the Harvard Business School, helps to explain how Etsy has survived and thrived from the potential Amazon onslaught. Continue…

    by David Buckland Posted in Companies, Stocks We Like.

  • Your Wealth – Why Roger Montgomery is still bullish on this market

    Roger Montgomery
    October 22, 2021

    In this Your Wealth Podcast with Gemma Dale from Nabtrade Roger explains why he thinks the fears of a significant downturn are overstated by discussing the macro trends underpinning market growth, why a correction could happen but won’t be cataclysmic and how rising interest rates could affect share performance.

    by Roger Montgomery Posted in On the Internet, Podcast Channel.

  • Specialist platform flows surprising to the upside

    Dominic Rose
    October 22, 2021

    The ASX-listed specialist wealth management platforms are showing no signs of slowing momentum, with all three players delivering record net inflows over the September quarter (1Q22), coming in materially ahead of market expectations. Continue…

    by Dominic Rose Posted in Companies, Stocks We Like.

  • Two strong themes and companies that will benefit

    Roger Montgomery
    October 21, 2021

    In this article for Firstlinks I discuss stable compounders, these are businesses offering growth with a defensive element, they tend to be in stable industries, are market leaders and are under appreciated by the market with a strong management team capable of delivering a sensible strategy. Read examples of companies I think meet those criteria here.

    by Roger Montgomery Posted in On the Internet.