Editor’s Pick
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Why I’m being fearful during this market euphoria
Roger Montgomery
June 12, 2020
Warren Buffett famously said that, to be a successful investor, you should be fearful when others are greedy, and greedy when others are fearful. I think his advice is especially relevant in today’s ‘risk on’ environment, in which the fear of missing out is usurping the fear of loss. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Why this market bounce has got me so perplexed
Roger Montgomery
June 11, 2020
The 11-year bull market in global equities, which COVID-19 finally brought to an end, came to be derided as the most unloved bull market in history. So, what to make of the strong, and similarly disparaged, bounce since March? Many investors look to be pricing in better times ahead, but media headlines are telling a different story. continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.
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EML looks set to thrive as economies reopen
Dominic Rose
June 1, 2020
EML Payments (ASX:EML) is an exciting Fintech that delivers innovative payment processing technologies to organisations operating within many industries and countries. The business has weathered the COVID-19 lockdown much better than feared, and is now ideally placed to benefit as global economies reopen and the structural migration trend towards digital payments accelerates. continue…
by Dominic Rose Posted in Companies, Editor's Pick, Stocks We Like.
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Avita Medical – a small cap with big potential
Joseph Kim
May 28, 2020
Around 12 months ago, we noted that Avita Medical (ASX:AVH) – which provides a novel approach to skin regeneration – was a business worth keeping tabs on. Although its share price has felt the effects of the COVID-19 market sell-off, our positive view of the company has not changed. continue…
by Joseph Kim Posted in Companies, Editor's Pick, Stocks We Like.
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Baby got back
Roger Montgomery
May 25, 2020
I recently discussed the fantasy world that some seem to be living in believing that a recovery will be easy and quick rather than slow and halting. We are in a recession and recessions rarely last six months, and finally, employment prospects in hospitality, retail and construction have deteriorated to such an extent that there will be fewer jobs for people to come back to when their jobseeker payments return to ‘normal’ and Jobkeeper payments cease later this year. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Rainbows, Unicorns, V-Shaped recoveries and other fantasies
Roger Montgomery
May 22, 2020
There are a bunch of reasons to expect this recovery to be longer and more painful than the market’s V-shaped expectations. Of course, within such an environment there will be businesses that do well, and we reckon we own a whole bunch of them in The Montgomery Fund and the Montgomery Small Companies Fund. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Old Habits don’t die hard, they don’t die
Roger Montgomery
May 14, 2020
During the depths of the market’s reaction to the Coronavirus outbreak I listened in on company and journalist conference calls and held multiple webinars and Microsoft Teams sessions with clients, planners and brokers. Quite often I heard comments along the lines of, “this will change the way we live, work and travel forever”. I am adamant in my belief that humans will revert right back to the way they have always done things, as soon as it safe (or permitted, whichever comes first) to do so. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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How to profit from a rebound in oil prices
Roger Montgomery
May 13, 2020
After 30 years of investing, I’ve learned that three or four times each decade a market reaches a historic level, either high or low, that investors shouldn’t ignore. Right now, the most obvious opportunity is the historically low oil price. Investors seeking to profit from an oil price recovery have several avenues to consider. continue…
by Roger Montgomery Posted in Editor's Pick, Energy / Resources.
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Bull or bear case for equities, here are some quality companies
Roger Montgomery
May 2, 2020
Whether you’re currently on the bear case or the bull case for global and Australian equities, we think investors need to be using this once-in-a-decade sell off to reset portfolios towards quality businesses, like some of the ones we discuss below.
continue…by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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MEDIA
ABC Nightlife – Is the worst over?
Roger Montgomery
April 29, 2020
In this episode of ABC Nightlife Roger joined Philip Clark to discuss if the worst of the coronavirus sell off is over. If you’re an investor looking to dip your toes back into the market you may be wondering where to find bargains and what you should be wary of. You can hear more here.
by Roger Montgomery Posted in Editor's Pick, Radio.
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