Editor’s Pick
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Three timeless lessons for long-term investing
Roger Montgomery
October 31, 2022
With the market well off its highs, it’s a wonderful time to buy shares in high quality businesses at beaten-down prices. And as I make my purchasing decisions, I like to bear in mind a few timeless lessons to help me avoid common investment mistakes. Let me share them with you. continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education.
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How to profit from the decarbonisation theme
Roger Montgomery
October 28, 2022
Companies that can profit from the electrification of the planet are grabbing the headlines. And for good reason – in a falling market, their share prices have been heading up. The Montgomery Small Companies Fund holds shares in many of these companies, including Allkem (ASX:AKE), IGO (ASX:IGO), and Pilbara Minerals (ASX:PLS). And I believe there’s more upside ahead. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Could the strengthening USD trigger a financial crisis?
Roger Montgomery
October 25, 2022
Dysfunction, disorderly, crisis, financial shock. These are not the words investors want to hear, but they are increasingly on the minds of some economists, analysts and investors. So, what factors have led to such a negative outlook? continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Is AMP an improving quality company with a strong valuation case?
Roger Montgomery
October 19, 2022
One new addition in The Montgomery Fund and The Montgomery [Private] Fund is AMP Limited (ASX:AMP), and on its first mention this might seem like a controversial inclusion, but is it really? I cover the in brief the thesis for investing in AMP. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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The Montgomery Fund’s investment thesis in Treasury Wine Estates
Roger Montgomery
October 18, 2022
As part of Montgomery’s transition with Australian Eagle Asset Management, one of the new companies in The Montgomery Fund and The Montgomery [Private] Fund is Treasury Wine Estates (ASX:TWE). Here I’d share a high-level overview of the thesis for the inclusion of Treasury Wine Estates in the portfolios. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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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 I think inflation is heading in the right direction
Roger Montgomery
October 12, 2022
With stocks on the rocks, everyone I bump into understandably wants to know if it’s a good time to buy equities – the lure of buying at the bottom is just too great for many to resist. Of course, I don’t have a crystal ball, but there are signs that inflation is heading in the right direction. And, if central banks stop hiking rates, then I think conditions could be ripe for the market to rebound. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Three scenarios that could kickstart a new bull market
Roger Montgomery
October 10, 2022
As you’ve no doubt noticed, the world’s market commentators, brokers and analysts have turned decidedly bearish. And they have good reason to be pessimistic. But this bear market will eventually end, to be followed by the next bull market. To my mind, there are three distinct economic scenarios that could kickstart the next upswing. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Aura Group’s private credit track record
Roger Montgomery
October 7, 2022
In this video, Brett Craig and Roger Montgomery discuss why private credit has been the preserve of high-net-worth investors, and why the banks pulled away from lending small amounts over the short term to small and medium businesses. Brett also reveals the Aura team’s track record in private credit through disruptive markets, how they navigate rising interest rates and the types of businesses for which they provide lending. continue…
by Roger Montgomery Posted in Aura Group, Editor's Pick, Video Insights.
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Focus on inflation if you want to profit from market volatility
Roger Montgomery
September 28, 2022
Global markets are clearly spooked by the U.S. Federal Reserve pushing up interest rates in order to rein in inflation. But fear not. Because inflation is always followed by disinflation. And research shows that shares do very well in a disinflationary environment. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Reporting season in review – a small companies perspective
Michael Gollagher
September 27, 2022
Leading into reporting season this year, it felt more critical than usual from an investor’s perspective. This was driven mainly by the ever-changing macro backdrop which at this point in time could be argued is driving share prices more so than company fundamentals. continue…
by Michael Gollagher Posted in Companies, Editor's Pick, Stocks We Like.
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