Editor’s Pick

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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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?
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by Stuart Jackson Posted in Editor's Pick, Financial Services, Video Insights.

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A lot will be written about events in calendar year 2020 and the impact COVID-19 had on many facets of our lives, not to mention the huge volatility in financial markets. Interestingly, when we look in isolation at the calendar year returns of the S&P/ASX 300 Accumulation Index (which includes the returns from dividends), the market was up a tiny 1.4 per cent. continue…

by Scott Phillips Posted in Editor's Pick, Global markets, Market commentary.

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In this week’s video insight David identifies why as investors we can only play what is in front of us. In reaction to the COVID-19 pandemic, Central Banks have been printing money so Governments – which are running substantial deficits – can pay for financial assets, welfare programs, infrastructure and salaries for public servants.  Productivity reform is largely ignored, and together with ageing demographics and indebtedness, there is a handbrake to future economic growth. So, for 2021, what is in front of us?

by David Buckland Posted in Editor's Pick, Video Insights.

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In this second video interview Gary Rollo catches up with Ingenia Communities Group (ASX:INA) Chief Executive Officer, Simon Owens to discuss the company’s strategy for profitably growing through Australia’s ageing demographics investment theme.

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by Gary Rollo Posted in Editor's Pick, Montgomery Small Caps Management Video Series, Video Insights.

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Roger Montgomery joined Gemma Dale on nabtrade’s Your Wealth podcast to discuss investing in 2021. After a year of massive volatility momentum stocks and namely those in technology, have dominated the pandemic’s bull market since the steep market correction in March. With the S&P500, Dow Jones and Nasdaq at record highs, have markets got ahead of themselves in pricing a return to growth?

by Roger Montgomery Posted in Editor's Pick, Podcast Channel.

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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.

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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.

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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.

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

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