Editor’s Pick
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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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WHITEPAPER
HIGHER RETURNS AND LOWER RISK? YES, IT’S POSSIBLE WITH PRIVATE CREDIT
Discover how private credit can deliver higher returns with lower risk in our latest whitepaper. Learn how the Aura Core Income Fund’s AA equivalent rated portfolio has consistently outperformed while maintaining transparency and robust risk management. Unlock the insights to achieve superior risk-adjusted returns today.
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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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What you need to know about NFTs and the blockchain
Roger Montgomery
April 13, 2021
Move over cryptocurrencies. There’s a new kid on the block(chain) – non-fungible tokens (NFTs). And if you’re an investor, you need to know about them. Because there is real money being spent, and fortunes being made. continue…
by Roger Montgomery Posted in Editor's Pick, Foreign Currency.
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How Australia will look in a 3°C warmer world
Andreas Lundberg
April 12, 2021
The Australian Academy of Science has just released a landmark report looking at the long-term impacts on Australia from rising temperatures due to global warming. It’s called The Risks to Australia of a 3°C Warmer World, and I believe it is essential reading. continue…
by Andreas Lundberg Posted in Editor's Pick, Market commentary.
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How to profit from the boom in batteries
Roger Montgomery
April 8, 2021
According to Roskill Information Services, demand for lithium-ion batteries will increase more than ten-fold over the decade to 2029. This will inevitably lift demand – and prices – for the minerals required to make the batteries. And this should put some Australian miners in the box seat to profit from the next energy revolution. continue…
by Roger Montgomery Posted in Editor's Pick, Energy / Resources.
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Why I’m still bullish on residential property prices
Roger Montgomery
April 7, 2021
Across Australia, property prices are on a tear, driven for a change by owner-occupiers rather than investors. What’s more, I’m convinced that prices have much further to run, fuelled by low interest rates and supportive government policies. continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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