Editor’s Pick
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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.
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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.
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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.
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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.
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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.
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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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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.
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MEDIA
Strong demand for IMDEX’s drilling services
Dominic Rose
November 11, 2020
IMDEX Limited (ASX:IMD) recently delivered a solid first quarter update to the market after delivering a record revenue in the period to March 2020. In the latest small cap management video series, Dominic Rose catches up with Chief Executive Officer, Paul House to discuss the outlook for the company and the optimism they see in the mining sector. continue…
by Dominic Rose Posted in Editor's Pick, Montgomery Small Caps Management Video Series, Video Insights.
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What the US election result means for investors
Roger Montgomery
November 10, 2020
When Joe Biden emerged as the 46th US president, democratic nations including Germany, Japan and the UK are reported to have breathed a collective sigh of relief. Political leanings aside, what does Biden’s win mean for investors, and how might it affect a rotation out of growth and into value or cyclical stocks? continue…
by Roger Montgomery Posted in Editor's Pick, Global markets.
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The eighth wonder of the World and the Montgomery Small Companies Fund
David Buckland
November 4, 2020
In this week’s video insight David provides an update on the performance of the Montgomery Small Companies Fund. 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 long periods of time 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, Video Insights.
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Could the NBN be leapfrogged by 5G?
Andreas Lundberg
November 4, 2020
The rollout of Australia’s National Broadband Network (NBN) has copped plenty of criticism, and some of it’s probably justified. For a start, it’s neither particularly cheap nor fast – being ranked 61 in the world for average download speed, just behind Vietnam. Which leaves it vulnerable to being displaced by the new kid on the block: 5G. continue…
by Andreas Lundberg Posted in Editor's Pick, Technology & Telecommunications.
