Editor’s Pick
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MEDIA
ABC Nightlife – rising inflation
Roger Montgomery
May 20, 2021
In this episode of ABC Nightlife Roger joined Philip Clark to discuss how U.S. stocks hit a one-month low on Tuesday as speculation that rising inflation pressure could prompt interest rate hikes. Technology stocks were among the biggest losers, mirroring a sell-off in China, where talk of tighter regulation sent technology shares sliding. With current and intermittent weakness in the share prices of high quality companies, is this a buying opportunity? Listen here.
by Roger Montgomery Posted in Editor's Pick, Radio.
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Raiz pioneers micro investing for new class of investors
David Buckland
May 20, 2021
Founded by our good friend George Lucas in 2016, and listed on the ASX in June 2018, Raiz Invest Limited (ASX: RZI) has a market capitalisation of around $140 million and is the mobile-first platform and app that focuses on millennials to automatically invest and save. The company has been steadily growing its funds under management and has recorded an 82 per cent increase in the year to April 2021 to $738 million. continue…
by David Buckland Posted in Companies, Editor's Pick.
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Have we reached peak economy?
Roger Montgomery
May 11, 2021
As world economies start to bounce back after their COVID-19 lockdowns, inflation is back on the agenda. Federal Reserve Chairman, Jerome Powell, thinks the current spike is transitory. Time will tell if he’s right. But whether it’s transitory or persistent, inflation will impact stock market returns. continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.
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Where to next for Reliance Worldwide?
Joseph Kim
May 10, 2021
In this week’s video insight Joseph comments on Reliance Worldwide’s recent trading update which revealed the company was a significant beneficiary of the recent freeze event in Texas. Looking forward, Joseph discusses the three key drivers to consider to forecast the company’s future earnings. continue…
by Joseph Kim Posted in Editor's Pick, Video Insights.
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Take advantage of inflation fears
Roger Montgomery
May 7, 2021
Fear of reemergent inflation peaked earlier this year, coinciding with a surge in US ten-year bond rates to 1.745 per cent at the end of March. While bond rates have eased slightly (now 1.61 per cent) they remain persistently and materially higher than at any time in 2020. Part of the reason remains lingering concerns about inflation. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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For the Australian economy, it’s full steam ahead!
Roger Montgomery
May 4, 2021
Compared to most other major economies, Australia is now in a sweet spot. After breezing through the COVID-19 pandemic, economic growth is above expectations, unemployment is low, and the outlook for business is incredibly positive. If you add low rates and ongoing government support to the mix, it all adds up to a rosy near-term outlook. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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How to estimate intrinsic value
Roger Montgomery
April 30, 2021
In this educational video Roger shares the steps for estimating intrinsic value using the formula from his book Value.able. Back in February 2011 when he applied the formula to Woolworths Roger arrived at an intrinsic value of $23.36. Today, he share with you the steps to update the estimated intrinsic value of Woolworths keeping in mind the biggest change over the last 10 years – a significant decline in interest rates. continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education, Video Insights.
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WHITEPAPERS
Value and Growth: Two sides of the same coin
Roger Montgomery
April 28, 2021
One of today’s big debates is whether share markets are falling out of love with so-called ‘growth’ stocks and falling back in love with ‘value’ stocks. It can be worth paying attention to broad shifts in sentiment, but I think there is little utility in trying to divide stocks into these two arbitrary categories. Instead, it is better to simply focus on investing at rational prices in extraordinary businesses that have bright prospects. continue…
by Roger Montgomery Posted in Editor's Pick, Whitepapers.
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Why we think NSR is an exceptional REIT
Gary Rollo
April 22, 2021
The real estate investment trust sector is not a traditional hunting ground for the Montgomery Small Companies Fund. REITs tend to be passive asset owners or rent collectors. So they’re not a natural fit for our philosophy of investing in talented management teams that can generate compounding wealth for our investors. But National Storage REIT (ASX:NSR) is an exception. continue…
by Gary Rollo Posted in Companies, Editor's Pick, Stocks We Like.
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Five key stocks in our Small Companies Fund
Roger Montgomery
April 20, 2021
The Montgomery Small Companies Fund is diversified across the spectrum of growth. It includes Stable Compounders, Tactical Opportunities, and Structural Winners. In this blog, I set out our key holdings in each of these categories. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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