Editor’s Pick
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Three reasons we continue to like Woolworths
Joseph Kim
July 21, 2020
In recent months, The Montgomery Fund has accumulated a significant position in Woolworths – it’s now one of our largest positions. And we remain positive on the outlook for the company over the medium term, even after the recent rally in its share price. continue…
by Joseph Kim Posted in Companies, Editor's Pick, Stocks We Like.
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Nanosonics has a long runway for growth
Dominic Rose
July 21, 2020
It’s a testing time for investors, with so many hitherto great businesses on their knees, and others looking well over-priced. But it’s still possible to identify structural winners with a long growth runway at reasonable prices. I think one of these could be Sydney-based medical device innovator, Nanosonics (ASX:NAN). continue…
by Dominic Rose Posted in Companies, Editor's Pick, Stocks We Like.
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MEDIA
Why has there been so much growth in data centres?
Roger Montgomery
July 15, 2020
Data centres have quickly become essential infrastructure in Australia and around the world. To explain data centres and their business model, I’m joined by David Tudehope, Chief Executive Officer from Macquarie Telecom. continue…
by Roger Montgomery Posted in Editor's Pick, Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights.
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Macquarie Telecom: the data centre business is a real growth engine
Gary Rollo
July 9, 2020
Founded 27 years ago, Macquarie Telecom (ASX:MAQ) is an Australian data centre, cloud, cyber security and telecom company for mid to large business and government customers. Gary recently spoke with Chief Executive Officer, David Tudehope to discuss business and the investments the company’s making to extend its growth horizon. continue…
by Gary Rollo Posted in Companies, Editor's Pick, Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights.
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Will today’s roosters be tomorrow’s feather dusters?
Roger Montgomery
July 6, 2020
I’m astounded by the stories of immediate success I’ve been hearing from those who have rarely, if ever, directly invested in the stock market. This success is often the result of mindless speculation in businesses whose share prices are out of step with future cash flows – and brings to mind Warren Buffet’s quip that “a pin lies in wait for every bubble.” continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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New investors take note: it may be time to take your profits
Roger Montgomery
June 29, 2020
One of the rather surprising trends since the COVID-19 lockdown has been the new wave of first-time share market investors. Many have enjoyed huge gains since the March market rout – often by speculating on highly risky businesses. But the ensuing dislocation between share prices and economic reality tells me that some could get their fingers badly burnt. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Why we are reducing risk by focusing on quality and size
Roger Montgomery
June 23, 2020
Since the COVID-19 induced market low, our fund has put a substantial proportion of our cash to work. But we’ve been very selective about the companies we bought. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Why it’s so hard to pick the market direction right now
Roger Montgomery
June 22, 2020
In a recent interview, Peter Switzer asked me if I was a bull or a bear. It’s a simple question, but one that requires a nuanced response. Because these are complex and unprecedented times for investors. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Here’s a story worth telling
Scott Phillips
June 17, 2020
There is a popular aphorism in investing circles that originally came from Winston Churchill; “never let a good crisis go to waste.” While the human and economic costs of the COVID-19 crisis remain current, Gary Rollo and Dominic Rose, the team behind the Montgomery Smaller Companies Fund have quietly taken advantage of the dislocation to establish the ground work for what might become an enviable track record. continue…
by Scott Phillips Posted in Editor's Pick, Montgomery News and Updates.
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Why the market’s bullish sentiment could turn on a dime
Roger Montgomery
June 15, 2020
Global stock markets have catapulted in anticipation of a sharp economic recovery. The trouble is, no one knows how soon, or how strong, the recovery will be. My concern is that negative data could easily swing market sentiment from optimism back to pessimism. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.