Editor’s Pick
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The 3 words that tell me this property boom is over for now
Roger Montgomery
November 24, 2021
The key driver for the short and medium-term direction of the Australian property market can be boiled down to just three words: access to credit. And, right now, the conditions for credit access are getting tighter. To my mind, it all points to a property market that is about to lose its froth. continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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Will Aussie banks rebound from here?
Stuart Jackson
November 24, 2021
In recent weeks, the share prices of Australian banks have been heading south. The Commonwealth Bank of Australia (ASX:CBA) and Westpac (ASX:WBC) have been hit particularly hard, on the back of material falls in their net interest margins. Will margins start to expand soon as the interest rate on fixed rate loans starts to climb again? continue…
by Stuart Jackson Posted in Companies, Editor's Pick, Financial Services, Stocks We Like.
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Inflation fears will soon fade…
Roger Montgomery
November 19, 2021
Investors worry about inflation but forget to consider the income side of the equation. Will inflation fears this time next year be a distant memory? I currently believe investors should take advantage of any inflation scare that adversely impacts equity prices, as an opportunity. continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.
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MEDIA
ABC Nightlife – what does rising inflation mean?
Roger Montgomery
November 17, 2021
I joined Phil Clark on ABC Nightlife to discuss what the rise in inflation rates in the US mean for Australia. Inflation figures in the US are the highest they have been in 30 years, but in reality when you dissect what is going on with the inflation rate in the US and the rest of the world you realise that the factors that have led to the spike are already turning down. Listen here.
by Roger Montgomery Posted in Editor's Pick, Radio.
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Sydney Board recommends takeover offer at $8.75
Joseph Kim
November 10, 2021
Back in July, the IFM consortium lobbed a full takeover offer for Sydney Airport (ASX:SYD), Australia’s busiest gateway. With the airport about to change hands, here’s why Montgomery Fund’s retained most of its shareholding in SYD throughout the takeover period to date. continue…
by Joseph Kim Posted in Airlines, 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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Goodman Group continues to ride the boom in online shopping
Roger Montgomery
November 8, 2021
Australian property company, Goodman Group (ASX:GMG), specialises in industrial sites that cater to the digital economy. And, perhaps predictably – given the past 18 months of retail lockdowns – its share price has done well. The company’s recent trading update was extremely upbeat, announcing higher levels of profitability and expectations for increased earnings for the year ahead. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Why I am still keen on Codan
Andreas Lundberg
November 4, 2021
The share price of electronic solutions and metal detector maker, Codan (ASX: CDA), has fallen around 42 per cent since June. It’s now back where it was around 12 months ago. But instead of being concerned, I believe the company continues to have a very bright future. continue…
by Andreas Lundberg Posted in Companies, Editor's Pick, Stocks We Like.
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Key take-outs from Coles’ and Woolworths’ Q1 sales
Stuart Jackson
November 3, 2021
Australia’s two supermarket giants, Coles and Woolworths, have just reported their September quarter sales figures. While it’s hard to make comparisons with the same period last year – due to the impact of the COVID-19 lockdowns – there were some meaningful take-outs from the results. continue…
by Stuart Jackson Posted in Companies, Editor's Pick, Stocks We Like.
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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.
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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.
