Editor’s Pick
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Market outlook and investment opportunities for 2021
Roger Montgomery
February 19, 2021
In this podcast for Netwealth Roger discusses the outlook for the Australian and global economy, the potential of residential property and best places to invest across Australian asset classes.
by Roger Montgomery Posted in Editor's Pick, Podcast Channel.
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For how many years can Megaport sustain high rates of growth?
Tim Kelley
February 15, 2021
In this week’s video insight Tim discusses the investment appeal of long-term compound growth and shares a company that we think has outstanding growth potential and is trading at a level that may not fully reflect its potential. The company is ASX-listed Megaport, which is a world leader in an emerging growth industry – Networking as a Service. continue…
by Tim Kelley Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
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Why I don’t think we’re headed for a correction
Roger Montgomery
February 9, 2021
Over the last few months, increased risk-taking by investors has led to ballooning prices for loss-making businesses, IPOs in unprofitable firms, and speculative ‘assets’ like cryptocurrency. This is usually a signal that the market is too hot, and is due for a correction. Is the market at risk of an imminent collapse? continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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February 2021 Reporting Season
Joseph Kim
February 8, 2021
We enter the February 2021 reporting season with a materially different backdrop to the one faced by investors in August 2020. Expectations have been rebased significantly upwards – along with share prices – suggesting a more even risk-reward skew for share price direction in terms of upside/downside due to earnings surprises. continue…
by Joseph Kim Posted in Companies, Editor's Pick.
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Bubble, bubble toil and no trouble!
Roger Montgomery
February 3, 2021
There are a number of arguments being advanced to suggest the stock market is in a gigantic bubble that is at risk of bursting imminently. Some of the arguments relate to broad overvaluation, the tidal wave of overpriced IPOs that double on listing, and the observation that interest rates remaining low forever is tantamount to the unrealistic, and previously unrealised, expectation of high rates of earnings growth being sustained forever. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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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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MEDIA
Cashrewards’ three way win model
Gary Rollo
February 2, 2021
Cashrewards (ASX:CRW) is an Australian-owned and operated cashback loyalty platform connecting brands with consumers and differentiates itself by providing real cash value to consumers. Having listed on the ASX in December 2020, Cashrewards has been around for seven years and the platform has grown to 800,000 members, more than 1,500 merchants. continue…
by Gary Rollo Posted in Editor's Pick, Montgomery Small Caps Management Video Series, Video Insights.
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How are fees charged in a managed fund?
Dean Curnow
January 29, 2021
A new year has been celebrated at the Montgomery office, and with the New Year we thought we would revisit one of the most frequently asked questions from prospective investors: how are fees charged in your managed funds? continue…
by Dean Curnow Posted in Editor's Pick, Investing Education.
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Key things to look for in the February reporting season
Joseph Kim
January 25, 2021
In this week’s video insight Joseph discusses the upcoming reporting season. We enter the February 2021 reporting season in a very different state to August last year, where expectations for the broader market had been revised downward due to concerns over the impact of coronavirus. We expect most sectors to be cautiously optimistic in their outlook statements given the rebound we have seen to date. Joseph identifies the sectors with pockets of clear strength.
by Joseph Kim Posted in Editor's Pick, Video Insights.
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Why we invested in the Cashrewards IPO
Gary Rollo
January 22, 2021
Among the plethora of IPOs in the back half of 2020 was one that caught our attention and passed our filters – Cashrewards (ASX:CRW). This is an innovative company with a very attractive business model. And it’s only just getting going. continue…
by Gary Rollo Posted in Companies, Editor's Pick, Stocks We Like.
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How long will the recent outperformance of the banks last?
Stuart Jackson
January 21, 2021
In this week’s video insight Stuart discusses how the banks are positioned with a less economic fallout from the COVID-19 pandemic than first anticipated. Since the pre-COVID market high on 20 February 2020, the banks have generated a loss of 7 per cent compared to a loss of 3 per cent of the broader market over the same period, despite share prices outperforming in recent months. The Price to Earnings multiple of the banks have been falling for some time as a result of margin compression and higher capital requirements reducing their return generated on incremental equity invested. Will we see any special dividends from the banks as bad debt loan provisions are unwound?
continue…by Stuart Jackson Posted in Editor's Pick, Financial Services, Video Insights.
