Editor’s Pick
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Why Flight Centre’s share price could continue to soar
Roger Montgomery
October 8, 2021
Since August 20 this year to the time of writing, Flight Centre’s (ASX:FLT) share price has risen almost 66 per cent, from $13.74 to $22.90. It’s been spurred on by investors wanting to profit from the reopening of travel, particularly outbound international travel. And despite being heavily shorted, I believe there are some compelling reasons why the share price has further to run. continue…
by Roger Montgomery Posted in Airlines, Companies, Editor's Pick.
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ABC Nightlife – Have all the easy gains been made?
Roger Montgomery
October 6, 2021
I joined Phil Clark on ABC Nightlife to discuss the slowdown in markets and share my take on the outlook for asset prices over the next few months with a slowing economic growth rate. So far 2021 has given investors plenty to be happy about. After the September slowdown, have the easy gains all been made? Listen here.
by Roger Montgomery Posted in Editor's Pick, Radio.
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Wesfarmers: Likely to go to Round Three
David Buckland
September 28, 2021
Wesfarmers (ASX: WES) committed themselves to the Health, Wellbeing and Beauty Sector when, after nine weeks consideration, they increased the price they were prepared to pay for API Pharmaceuticals (ASX: API) by 12.3 per cent (or $83 million of value) from $1.38 to $1.55 per share. continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like.
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How Macquarie’s Ric Deverell sees key macro trends playing out
Roger Montgomery
September 27, 2021
Ric Deverell is the highly respected Chief Economist and Global Head of Macro Strategy at Macquarie Group. So when he talks, it pays to listen. Last week, he presented his observations on macro issues like global economics and inflation, the pandemic, the Australian economy, China and the bond market. Here are the key take-outs from his presentation. continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.
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Why Chinese property worries affect us all
Andreas Lundberg
September 23, 2021
As you’ve probably read, China’s number two property developer, Evergrande, is on the verge of collapse, dragged down by excessive debt and an inability to take on more debt. Evergrande’s woes have helped send the price of iron ore plummeting – not to mention the share prices of our largest miners: BHP, Rio and Fortescue. My concern is that the problems besetting the Chinese property market will have repercussions well beyond the miners and their investors. continue…
by Andreas Lundberg Posted in Editor's Pick, Energy / Resources, Property.
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Weekend watchlist – Macquarie Telecom ASX:MAQ
Roger Montgomery
September 14, 2021
Roger joined Philip Muscatello on Shares for Beginners Weekend Watchlist to discuss Macquarie Telecom (ASX:MAQ) which is part of a global megatrend – data centres and the cloud. Global research and advisory firm Gartner estimates in 2022 there will be an estimated $1.3 trillion in IT spend that will be affected by the shift to the cloud and this figure is expected to grow in the low double digits for years to come. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Podcast Channel, Stocks We Like.
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Are we likely to see a correction or crash from the COVID-19 situation?
Roger Montgomery
September 13, 2021
Crashes tend to occur when investors are surprised by something. The unexpected or the ‘black swan’ event is what triggers fear and financial protectionism among investors. There are several reasons why I believe investors can be optimistic about the market over the next year or so, notwithstanding a temporary pull-back of 10-15 per cent is always possible and should be considered a normal part of every investors journey. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Three reasons why I am still bullish on this market
Roger Montgomery
September 10, 2021
Over the past 12 months, the All Ordinaries index and the S&P 500 have risen around 26 and 35 per cent, respectively. Not bad when you consider the economic ravages of the COVID-19 lockdowns. But despite these strong performances, there are three good reasons to believe sharemarkets will continue to climb over the coming year. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Two high growth retailers with global expansion strategies
David Buckland
September 6, 2021
In this week’s video insight David interviews portfolio manager of the Montgomery Small Companies Fund Dominic Rose to discuss two high growth Australian retailers with significant global expansion strategies. City Chic (ASX: CCX) and Lovisa (ASX:LOV) make up around 5 per cent of the Montgomery Small Companies Fund portfolio and Dominic identifies why their key prospects are looking better as key markets including the US and UK open back up post COVID-19 lockdowns. continue…
by David Buckland Posted in Companies, Consumer discretionary, Editor's Pick, Stocks We Like, Video Insights.
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Science that benefits people
David Buckland
September 3, 2021
Strong investor sentiment and positive macroeconomic conditions saw the volume of initial public offerings (IPOs) rise to 61 in the first half of 2021. One of those listings was small-cap Trajan Group, who raised $90 million in June at $1.70 per share. continue…
by David Buckland Posted in Companies, Editor's Pick.
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