In the Press
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Pitfalls of chasing growth over value
Roger Montgomery
November 23, 2020
In this article for the Herald Sun Roger questions whether it is time to tilt your portfolio towards income and yield stocks. As rates approach zero, we believe a final wave of investors who have suffered from inertia will finally give up on their savings and seek to invest elsewhere. Read here.
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Stocks that will take off after a vaccine
Gary Rollo
October 27, 2020
In this article for the Australian Financial Review Mark Draper discusses the companies whose share prices will re-rate very quickly if a vaccine for COVID-19 is developed. Mark draws on Gary’s two picks, Webjet and Tyro Payments as companies to watch as potential beneficiaries of a vaccine. Read here.
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The highs and lows of boosting returns
Roger Montgomery
October 23, 2020
In this article for the Herald Sun Roger questions what your options are in a world where interest rates are close to zero and possibly heading lower. If rates on your term deposit went negative and it was costing you money to keep your money in the bank, would you leave it there? Read here.
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Bullishness amid the doom and gloom
Roger Montgomery
October 23, 2020
In this article for the Herald Sun Roger discusses the reasons to be bullish during this market. With many of the bear arguments centred around a bubble in technology stocks, it’s worth beginning the bull case with those same technology stocks. Read here.
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Why the market can hear bearish growls
Roger Montgomery
October 23, 2020
In this article for the Herald Sun Roger discusses why investors are strongly divided about whether markets are fair value or too expensive and about to collapse. Read here.
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WHITEPAPER
VALUE AND GROWTH: TWO SIDES OF THE SAME COIN
The investment industry and media spend a lot of time discussing ‘value’ versus ‘growth’ investing – and which of them is currently winning. But we don’t believe they’re opposite concepts. Investors should consider both ideas together as they seek out quality companies with bright prospects that will deliver rewards over time.
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Caution a must as markets run away
Roger Montgomery
August 17, 2020
In this article for the Herald Sun Roger discusses the fact that more than half a year has passed since the coronavirus emerged and many of the world’s most populous countries are failing at their attempts to flatten their curves. The pandemic appears far from over which means equity investors who have enjoyed multi-year returns in just a few months would be wise to reconsider their exposure to growth assets. Read here.
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Qantas shows no V-shaped recovery
Roger Montgomery
August 17, 2020
In this article for the Herald Sun Roger discusses the decision from Qantas to cut 6000 staff and a further 15,000 people will remain stood down and 100 aircraft would be grounded for 12 months. Read here.
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Stocking up is not a sign of optimism
Roger Montgomery
June 24, 2020
In this article for the Herald Sun Roger discusses the current market status. Whether the current economic disaster can be repaired through the printing of money remains a multitrillion-dollar question. The same goes for whether it leads to inflation, or possibly hyperinflation after excess productive capacity is soaked up. Our most recent analysis suggests market prices are broadly at their most extreme valuations since The Montgomery Fund’s inception, but we have added to our holdings. Read here.
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Market support a very fluid concept
Roger Montgomery
June 2, 2020
In this article for the Herald Sun Roger discusses the two camps when it comes to stock markets – the buyers and sellers and they typically have divergent views about the future. In the first camp are investors who believe economic activity, revenues and profits will recover easily and quickly. On the other hand are those who believe the recovery will be slow and halting. Which camp are you in? Read here.
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We’ve been there before
Roger Montgomery
April 20, 2020
In this article for Money Magazine Roger discusses how the market volatility from COVID-19 will provide opportunities, as it did during the tech wreck and GFC. It then makes sense to divide the market into two categories of opportunity. There are those companies adversely impacted by the outbreak with share prices that are even more adversely impacted. Then there are those relatively unaffected by a mild outbreak. This column looks at one company in the first category and two in the latter. Read here.
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