Editor’s Pick
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The importance of identifying longer-term threats
Roger Montgomery
September 22, 2020
In this week’s video insight Roger discusses the importance of scanning the distant horizon for long-term threats when investing. We now live in a world where asset bubbles are no longer glitches but a semi-permanent feature of corporate and financial life, and a world where investors are not only unable to endure normal corrections or volatility but our politicians and central bankers even less. Will investors discover the danger of avoiding value?
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Are these startups profitable?
Roger Montgomery
September 17, 2020
In this week’s video insight, I report on recent developments in the private equity world. In March when the financial world acknowledged a pandemic many investors predicted private equity and start up wallets would be zipped up and the growth and private equity valuations was near an end. But here we are, six months down the road and the both the pandemic and elevated private equity valuations remain.
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Could PayPal’s “Pay in 4” prick the BNPL bubble?
David Buckland
September 15, 2020
The Buy Now Pay Later (BNPL) industry has exploded in Australia in recent years. The space has been admirably led by the Nicholas Molnar, who founded Afterpay Holdings Limited (ASX: APT) in early-2014 after designing the company’s business model from the back of his commerce lectures at the University of Sydney. At its recent high of $96 per share, APT reached a market capitalisation of A$27 billion. continue…
by David Buckland Posted in Companies, Editor's Pick.
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How much upside is left for NXT?
Gary Rollo
September 9, 2020
When we started the Montgomery Small Companies Fund 12 months ago, data centre operator NEXTDC (ASX:NXT) was one of the first businesses we bought. On our analysis, the shares were cheap. One year on and the share price has almost doubled. NXT continues to be a great business but, at current prices, is it still a good investment? continue…
by Gary Rollo Posted in Companies, Editor's Pick, Stocks We Like.
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Companies benefiting from stay-at-home restrictions
Roger Montgomery
September 7, 2020
In this week’s video insight Roger discusses the companies who are beneficiaries of the stay-at-home restrictions who have enjoyed strong sales growth. If we put aside materials and gold stocks, the rest of the stock market can be divided into the ‘haves’ and the ‘have nots.’ With the prospect of a vaccine, where are the opportunities for investors? continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Video Insights.
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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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Are the tech titans really that expensive?
Roger Montgomery
September 4, 2020
In this week’s video insight Roger discusses the incredible rally in stock markets, led by the US, since March. The US S&P500 index’s price to earnings multiple is now the highest since 2000, the multiple to book value is the highest since 2001 and the market’s multiple of sales is close to all-time highs. Does the quality of the top five US companies justify their current prices?
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Pointsbet holdings share price jumps 87 per cent on company-making deal
David Buckland
September 2, 2020
In December 2019, my colleague Gary Rollo, wrote “Is PointsBet Holdings worth a bet?” and the answer to this question was well and truly put to bed last Friday. In conjunction with reporting its results for the year to June 2020, PointsBet Holdings (ASX:PBH) announced an exclusive five-year company-making deal with NBC Universal Media, which offers the largest sports audience of any media company in the US. PBH will be NBC’s official sports betting partner. The share price responded by jumping 87 per cent from $7.50 to $14.00. continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like.
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APE and SUL make hay from our newfound spending habits
Roger Montgomery
August 26, 2020
What do A.P. Eagers Automotive (ASX:APE) and Super Retail Group (ASX:SUL) have in common? Well, for starters, these firms have seen their revenues turbo charged by our changed spending habits since the start of Australia’s COVID-19 travel restrictions. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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The firms that beat expectations this reporting season – and those that missed
Roger Montgomery
August 26, 2020
The majority of companies on the ASX100 and ASX200 have now reported. Many have beaten estimates. And, reassuringly, guidance is less negative than most market watchers had expected. This brings hope that FY21 may not be so bad for equity investors after all. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Market commentary.
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MEDIA
Australian investors will have their income slashed this month, and that could hurt everyone
Roger Montgomery
August 14, 2020
Roger joined David Taylor and Linda Mottram on PM, ABC radio to discuss how companies slashing their dividends will impact retirees. Despite the Commonwealth Bank’s $9.6 billion profit, the bank has reduced its dividend and this comes along side a number of other companies. With retirees being forced to migrate out of term deposits and into higher risk asset classes for their income, how will they be able to sustain their retirement? Listen here.
by Roger Montgomery Posted in Editor's Pick, Radio.
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