Editor’s Pick
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Aussie cash rates down from 6.0% to 1.0% in the decade since the GFC
David Buckland
January 21, 2020
In this week’s video insight David reviews the low growth and low inflation environment we currently find ourselves in. This is attributable to four major factors which are structural in nature and are causing disruption across the Western world workforce. Together with casualisation and little growth in real wages, many people are logically feeling less secure. Are there any winners? continue…
by David Buckland Posted in Editor's Pick, Video Insights.
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Atlas Arteria profits from negative rates
Joseph Kim
January 14, 2020
One of Shakespeare’s most famous quotes is “Neither a borrower nor a lender be.” But toll road operator, Atlas Arteria (ASX: ALX), may beg to differ. It’s just been paid to borrow €500 million in bonds. It makes you wonder: has there ever been a better time to borrow? continue…
by Joseph Kim Posted in Companies, Editor's Pick, Stocks We Like.
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What should we expect from the big four banks in 2020?
Stuart Jackson
January 13, 2020
In this week’s video insight Stuart reviews the banks performance in 2019. The banks have endured a turbulent few of years and 2019 was no different, generating a total return of 9.5 per cent for the calendar year, less than half that of the broader market return of 23.8 per cent. Of the major banks the Commonwealth of Australia was the best performer delivering a total return of 16.9 per cent. Looking to 2020, the outlook is improving marginally relative to 2019 but remains challenging. What should we expect? continue…
by Stuart Jackson Posted in Editor's Pick, Financial Services, Video Insights.
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Roger Montgomery’s Christmas Message 2019
Roger Montgomery
December 20, 2019
While progressive morality – the bending of what is acceptable (and legal!) to suit the times – sounds appealing, Christmas reminds us of a great and unchanging truth; that at a single point in our history a man, with a revolutionary claim to being the son of God, came to down to Earth to proclaim freedom. And we can turn to the birth of Jesus as a sign that peace and harmony can exist if we are free not to do what we want, but to do what we should. I hope and pray you and your family experience the great joy and peace that is intended for you this Christmas. And this year I also pray for the safety of those affected by bushfire.
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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2019 – the year in review
Joseph Kim
December 16, 2019
With the year coming to a close, I thought it would be interesting to look at 2019 in terms of some of the movements we saw in the ASX300 and its constituents. continue…
by Joseph Kim Posted in Editor's Pick, Market commentary.
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The outlook for the meat industry
Andreas Lundberg
December 10, 2019
In this week’s video insight Andreas takes a closer look into the meat industry. Research shows that by 2040 vegan meat replacement and cultured meat will take significant share and account for around 60 per cent of total meat consumption. Which companies will be impacted by this? continue…
by Andreas Lundberg Posted in Editor's Pick, Video Insights.
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Uniti Continues to Unify at an Electrifying Pace (Part 2)
David Buckland
December 9, 2019
Adelaide-based telecommunications company Uniti Wireless (ASX: UWL) is continuing its spending spree with additional acquisitions that has seen the market capitalisation grow from $33 million to the current $555 million. A staggering increase of $522 million in just nine-months! continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like.
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Data centre growth to benefit NextDC
Roger Montgomery
December 2, 2019
In this week’s video insight Roger discusses why we view NextDC as a long-term infrastructure play that investors should be viewing with a telescope rather than a microscope to understand the opportunity. continue…
by Roger Montgomery Posted in Editor's Pick, Stocks We Like, Video Insights.
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Digging for value in a high-tech mining company
Gary Rollo
November 28, 2019
When it comes to investing in small caps, Australian investors are spoiled for choice with around 2,000 small caps listed on the ASX. For us at Montgomery, there are realistically around 400 small caps that meets our investment criteria. Out of those, we invest in 30 to 50 stocks at any one time. In the Montgomery Small Caps Management Video Series, I talk with companies we own in the fund to help investors get under the hood of the small and emerging companies we invest in. continue…
by Gary Rollo Posted in Editor's Pick, Montgomery Small Caps Management Video Series, Video Insights.
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Three small caps to keep an eye on
Roger Montgomery
November 26, 2019
There is no doubt that Australia’s small companies market has the ability to generate significant wealth. This is because stockbrokers don’t earn enough revenue from brokerage on small companies and therefore don’t research them, leaving them undiscovered and potentially very cheap. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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