Editor’s Pick
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It’s becoming scary for small US retailers
Roger Montgomery
July 22, 2022
U.S. Retail Industry observer Retail Dive is reporting Armaggeddon for small retailers in the U.S., citing the survey results of Alignable, a small business networking service with more than seven million members across North America. continue…
by Roger Montgomery Posted in Companies, Consumer discretionary, Editor's Pick.
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Why did Megaport’s share price jump 23%?
Gary Rollo
July 21, 2022
Megaport (ASX:MP1) was the ASX’s star performer yesterday jumping 23 per cent on the close following a trading update that clearly surprised many in the market. I joined Roger to discuss why it is a holding in the Montgomery Small Companies Fund and identify the two big messages in the release yesterday. continue…
by Gary Rollo Posted in Editor's Pick, Stocks We Like, Video Insights.
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Dirty little thing called growth and why I think Symbio is good value
Gary Rollo
July 13, 2022
Like in most market downturns, small cap growth stocks are being punished hardest by a market that now views growth as a dirty word. This is great news for investors, as it creates opportunities to invest in businesses whose share price decline is due to changing sentiment rather than deteriorating fundamentals. In this climate, one company we think deserves investor attention is Symbio Holdings (ASX:SYM). continue…
by Gary Rollo Posted in Companies, Editor's Pick, Stocks We Like.
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When will growth companies get their (share price) mojo back?
David Buckland
July 11, 2022
Continuing with the thematic of Earnings Per Share (EPS) growth combined with severe P/E compression, delivering the worst June half-year returns for many U.S. Indexes over several decades, I thought it’s appropriate to do a deep dive into the Polen Capital Global Small and Mid Cap Fund. continue…
by David Buckland Posted in Editor's Pick, Polen Capital.
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Is it time to hit the ‘buy’ button?
Roger Montgomery
July 8, 2022
If there’s one investing axiom to hang your hat on, it’s this: the lower the price you pay, the better your returns over the longer term. With the price-to-earnings (P/E) ratios of many high quality businesses compressing, I therefore think it’s time for long-term investors to buy while so many others are fearful. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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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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How much would higher immigration rates help equity markets?
Roger Montgomery
July 5, 2022
In this week’s video insight Roger discusses how the fate of equity markets now hinges materially, but not solely, on the employment picture and the how central banks navigate the very serious choice they have to make between inflation or recession. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary, Video Insights.
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How KFC is making CKF a bear market winner
Roger Montgomery
June 30, 2022
Fast food businesses usually do well when times are tough, as many people – and families in particular – opt for less expensive places to eat out. It’s therefore no surprise that Collins Foods (ASX:CKF) – which operates KFC and Taco Bell in Australia and KFC in Europe – has outperformed the market. For the month ending 27 June, the Small Ordinaries Index fell eight per cent while CKF declined half that amount. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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What if interest rates don’t go as high as the market is predicting?
Andreas Lundberg
June 27, 2022
With many market watchers expecting the Reserve Bank of Australia (RBA) to keep raising interest rates, high growth companies with no current earnings, but with potential for strong growth, have been heavily sold off. But, due to the economic impact, I’m not so sure the RBA will raise interest rates by as much as predicted. And if I’m correct, investors will be able to pick up (some of) these high growth companies at more favourable prices. continue…
by Andreas Lundberg Posted in Editor's Pick, Market commentary.
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Why it pays to invest when markets are heading south
Roger Montgomery
June 24, 2022
Warren Buffett once observed that “In stocks, it’s the only place where, when things go on sale, people get unhappy.” Which is ironic, because bear markets give long-term investors a wonderful opportunity to make market-beating returns. And the lower the market falls, the more excited we should be about buying shares in quality businesses at knock-down prices. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Hang onto your hat, as the free money epoch comes to an end
Roger Montgomery
June 23, 2022
The last couple of years have been one helluva ride, haven’t they? Thanks to a heady cocktail of record low interest rates and massive government stimulus, we’ve seen ballooning valuations for companies with no profit – and little or no prospect of making any. But the free money epoch is now ending, and the dire consequences have only just begun for these companies and their shareholders. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Market commentary.
