Editor’s Pick

BHP is accelerating its retreat from fossil fuels with a deal to sell its global oil and gas assets to Australian energy giant Woodside Petroleum. The companies announced an all-stock merger of BHP’s entire petroleum division spanning Australia, the Americas and North Africa with Perth-based Woodside. continue…

by David Buckland Posted in Companies, Editor's Pick, Energy / Resources.

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According to a recent rent report by Domain, gross rental yields have dived to around 4 per cent on the back of soaring property prices. This makes direct investment in property less appealing than it once was. But there are other ways to profit from Australia’s obsession with property. And one of those is via online real estate advertising company, REA Group (ASX:REA). continue…

by Roger Montgomery Posted in Companies, Editor's Pick, Property, Stocks We Like.

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Roger joined Alicia Barry on The Business to discuss why there is so much M&A actvitiy at the moment. The $39 billion takeover of Afterpay by US giant Square highlights the amount of cash in the market. Watch here.

by Roger Montgomery Posted in Editor's Pick, TV Appearances.

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It has been noted by some economic observers that Fed Chairman Jerome Powell has, in 2021, been consistent in one aspect of his predictions about inflation; that he’s consistently wrong. The message, as we’ve discussed here at the blog throughout the year, is that inflation is transitory. Base effects will ensure inflation turns to disinflation with the passage of another year, and capitalism’s supply response will solve the bottlenecks in global commodity supply chains. continue…

by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.

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Gary Rollo joined Chris Judd on Talk Ya Book to discuss a microcap pick in the telco and e-sports space, Pentanet (ASX: 5GG). Pentanet is a Perth based high-speed internet provider although our investment thesis is based on their volume growth opportunity in cloud gaming.

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by Gary Rollo Posted in Companies, Editor's Pick, Montgomery Small Caps Management Video Series, Stocks We Like.

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Soaring house prices in Australia and overseas are but one aspect of the asset price inflation that is now gripping much of the world. While this may be good for the owners of those assets, it is leading to increased inequality within and between countries. And that’s a phenomenon that, history shows, often ends badly. continue…

by Roger Montgomery Posted in Editor's Pick, Market commentary.

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When the Board of Directors suddenly sacks the CEO of a company ‘effective immediately’ the share price typically tanks as investors stampede for the exit, shooting first, asking questions later. However, in the curious case of Praemium (ASX:PPS), a subscale wealth platform player with a chequered history of tactical execution, such news instead sent the share price soaring, up almost 50 per cent over two months. What could this perhaps counterintuitive market reaction be signalling? We think the company has been put in play for potential corporate activity. continue…

by Dominic Rose Posted in Companies, Editor's Pick, Stocks We Like.

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It’s been a while since I last did a profile piece on a member of the Montgomery team and in that time, we had two skilled investment professionals join. I lift the lid and see what makes the people behind the process, the blog posts and the numbers tick. I catch up with one of our newest Portfolio Managers on our Australian Small Companies team – Gary Rollo. continue…

by Scott Phillips Posted in Editor's Pick, Montgomery News and Updates.

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Since late 2020, we’ve pivoted our portfolios to businesses likely to benefit from the economy’s reopening – and generated excellent returns. But the emergence of the highly infectious delta variant makes the future far less certain. My take is that higher quality and structural growth businesses should again be on your radar. continue…

by Roger Montgomery Posted in Editor's Pick, Market commentary.

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With the global electric vehicle (EV) market forecast to grow 10-fold by 2025 and 50-fold by 2030, and rising demand for energy storage, there’s never been a better time to be a lithium miner. Fortunately, Australia has a number of quality mining businesses for investors to consider. continue…

by Roger Montgomery Posted in Companies, Editor's Pick, Energy / Resources.

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