Companies
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Don’t underestimate the future, knowledge is power
Gary Rollo
May 25, 2020
Data is the new oil, knowledge is power. We live in a deeply connected world, there are literally billions of devices that are now connected to the internet, collecting, processing and delivering information, putting it into the hands of decision makers. Across the world roughly 1.5 billion smartphones are sold per annum, which means there’s about four and a half billion out there in the hands of consumers and people working in corporates. continue…
by Gary Rollo Posted in Companies.
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Central Banks are pump priming the Gold price
David Buckland
May 21, 2020
After launching at $1.00 on 20 September 2019, the unit price of the Montgomery Small Companies Fund peaked at $1.066 on 21 February 2020, declined to $0.675 (-37 per cent) on 23 March, and has since rallied to yesterday’s $0.985 (+46 per cent), leaving it 8 per cent from its peak. continue…
by David Buckland Posted in Companies, Stocks We Like.
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The retailers to watch as the economy opens up
Dominic Rose
May 19, 2020
In just a few short months, the COVID-19 pandemic and associated lockdown have triggered seismic shifts across the retail landscape. Some changes are likely to be temporary; others may accelerate previous structural trends. As we emerge from hibernation, I thought I’d try to identify the businesses that should prove to be better investments in the years ahead. continue…
by Dominic Rose Posted in Companies, Consumer discretionary, Stocks We Like.
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How much worse can it get for REITs?
Gary Rollo
May 14, 2020
The COVID-19 crisis – with the accompanying lockdown – has had a severe impact on many real estate investment trusts (REITs), particularly those exposed to discretionary retailing. The question is: have plummeting share prices opened up investment opportunities, or is there more pain to come? continue…
by Gary Rollo Posted in Companies.
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Is Qantas a buy at the current price?
Tim Kelley
May 12, 2020
Among the more obvious victims of the COVID-19 pandemic have been the world’s airlines. In Australia, Virgin Airlines in April became one of the first large businesses to enter administration, and Qantas (ASX:QAN) has scaled back its operations to a tiny fraction of normal capacity and loses money every week while this continues. continue…
by Tim Kelley Posted in Companies.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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Why it’s so hard to be an investor right now
Roger Montgomery
May 11, 2020
Most companies are finding it nearly impossible to accurately assess the long-term impact of the COVID-19 crisis on their business. Consequently, market analysts are having an equally tough time, and their opinions can be alarmingly divergent. Recent analyst commentary on consumer goods retailer, JB Hi-Fi, is a case in point. continue…
by Roger Montgomery Posted in Companies.
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Earnings announcements provide some fuel for the optimists
Andreas Lundberg
May 11, 2020
Right now, we’re seeing a tug-o-war between investors who think the worst is behind us and those who feel there is more coronavirus induced pain to come. A look at recent corporate earnings announcements gives a slightly clearer picture of the road ahead. continue…
by Andreas Lundberg Posted in Companies.
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Bull or bear case for equities, here are some quality companies
Roger Montgomery
May 2, 2020
Whether you’re currently on the bear case or the bull case for global and Australian equities, we think investors need to be using this once-in-a-decade sell off to reset portfolios towards quality businesses, like some of the ones we discuss below.
continue…by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Australian dividends forecast to be cut the most in the world
Andreas Lundberg
May 1, 2020
It should come as no secret that Australian companies are paying very high dividends in comparison to international companies. Compared to other major stock exchanges in the world, it is only the London Stock Exchange that has a higher dividend payout ratio – the portion of a company’s earnings that is paid out in dividend rather than retained in the company. continue…
by Andreas Lundberg Posted in Companies, Market commentary.
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After raising capital, is Flight Centre now a good investment?
Joseph Kim
April 27, 2020
When governments around the world shut down travel in order to contain the spread of COVID-19, Flight Centre Travel Group (ASX:FLT) suddenly found itself on its knees. Its share price plummeted, from $40 to around $9. Now, post a capital raising, the business can breathe easy for a while. But is it a good investment? continue…
by Joseph Kim Posted in Companies, Editor's Pick.
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