Editor’s Pick
-
Why I think share markets will boom in 2021
Roger Montgomery
December 15, 2020
As 2020 draws to a close, the finance world is awash with market commentators making bold predictions for the year ahead. For what it’s worth, here’s mine: I think 2021 could see a surge in asset prices driven by the rollout of a COVID-19 vaccine, loose money supply and pent-up consumer demand. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
-
Turn over these stones in 2021
Roger Montgomery
December 14, 2020
While 2020 will always be remembered for the global lockdowns associated with COVID-19, many will also remember it was the year the Reserve Bank of Australia’s monetary policy acquiesced to the big momentum of Modern Monetary Theory. It was the year the RBA embraced an assortment of avant-garde actions in a continuation of the measures adopted by its contemporaries, since the GFC, in most other jurisdictions. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
- save this article
- POSTED IN Editor's Pick, Market commentary
-
How to position your portfolio for a post-COVID boom
Roger Montgomery
December 8, 2020
The good news on COVID-19 vaccines strengthens the case for a global equities boom in 2021. But where will the biggest gains be found? In beaten-down cyclicals, ‘re-openers’ and other firms smashed by the temporary lockdowns? Or in the so-called ‘pandemic darling’ tech stocks? continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
- save this article
- POSTED IN Editor's Pick, Market commentary
-
Our top picks in the mining services space
Dominic Rose
December 7, 2020
Surging commodity prices and a deep infrastructure pipeline support a positive medium-term outlook for contractors, a sector which has broadly lagged the market recovery. Here, we share our preferred businesses – we favour players with strong management teams, scaled business with ability to take market share as the cycle strengthens.
continue…by Dominic Rose Posted in Companies, Editor's Pick, Stocks We Like.
- 2 Comments
- save this article
- POSTED IN Companies, Editor's Pick, Stocks We Like
-
Have travel restrictions impacted Atlas Arteria’s value?
Andreas Lundberg
December 3, 2020
In this week’s video insight Andreas discusses Atlas Arteria’s major asset, the 31 per cent stake in APRR, a 2300 km motorway network in France. Coronavirus travel restrictions have seen Atlas Arteria’s first-half revenues decline 25 per cent. But is the worst over? continue…
by Andreas Lundberg Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
- save this article
- POSTED IN Companies, Editor's Pick, Stocks We Like, Video Insights
-
Are Aussie home prices are about to boom?
Roger Montgomery
November 30, 2020
If you think residential real estate in our major cities is already too expensive, then hang onto your hat. Because I think the conditions are right for home prices to explode.
continue…by Roger Montgomery Posted in Editor's Pick, Property.
- 4 Comments
- save this article
- POSTED IN Editor's Pick, Property
-
Should you have exposure to battery minerals?
Gary Rollo
November 26, 2020
In this week’s video insight Gary Rollo introduces the options for investing in one of the strongest themes in the market, decarbonisation of the global economy or the Green Theme. We are fortunate to have an investment universe that provides a range of options, from sustainable carbon free electricity generators, to recycling assets, to feedstock producers for energy storage and batteries that go into Electric Vehicles. An area of focus is battery minerals players.
by Gary Rollo Posted in Editor's Pick, Video Insights.
- watch video
- save this article
- POSTED IN Editor's Pick, Video Insights
-
The Fundamentals of Investing 101
Roger Montgomery
November 25, 2020
Value Investing was developed in the 1920s at Columbia Business School by finance adjunct Benjamin Graham. Roger recently recorded an educational video for investors who want to understand the fundamentals of a quality business and also what might be important in terms of value investing. In this 45-minute fundamental investing 101 session, Roger presents you some of the basic elements of identifying a quality business, finding that quality business at a rational price and how to identify companies with the ability to generate a high rate of return on equity over a long period of time. continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education, Market Valuation.
-
WHITEPAPERS
The eighth wonder of the world and the Montgomery Small Companies Fund
David Buckland
November 19, 2020
While small capitalisation companies generally involve more risk because of their lower liquidity, their greater sensitivity to managements’ influence, and their greater sensitivity to economic conditions, they have proven over a long time horizon to be a rewarding asset class to allocate capital – preferably for patient investors who grasp the power of compounding. continue…
by David Buckland Posted in Editor's Pick, Whitepapers.
- 2 Comments
- save this article
- POSTED IN Editor's Pick, Whitepapers
-
Full steam ahead for these two companies
Roger Montgomery
November 19, 2020
In this week’s video insight Roger discusses companies set to benefit from the news of a vaccine. Some of the companies that were beaten down during the pandemic – those we believe would inevitably recover once a vaccine was announced – have bounced, but they are yet to fully reflect a return to normal, or in some cases even a return to subnormal. One company to clearly benefit from higher levels of activity is Qantas, while another, Megaport recently reported high levels of connection activity following a COVID inspired slowdown in June and July. continue…
by Roger Montgomery Posted in Editor's Pick, Video Insights.
- watch video
- save this article
- POSTED IN Editor's Pick, Video Insights