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Why ‘value’ and ‘growth’ share categories are meaningless
Roger Montgomery
June 11, 2021
Tony Yoo published an article in The Motley Fool discussing traditional growth and value definitions. Tony discusses Roger’s view on why value and growth definitions are flawed, subjective, arbitrary and engineered for convenience. Read here.
by Roger Montgomery Posted in On the Internet
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How much will rising inflation hit company valuations?
Roger Montgomery
June 3, 2021
In this article for Firstlinks Roger discusses the talk about inflation. The question is how big is the risk? The classic response to inflation is raising interest rates to cool the economy. How much will rising inflation hit company valuations? Read here.
by Roger Montgomery Posted in On the Internet
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Ramsay boss picks his UK moment
Andreas Lundberg
May 31, 2021
In this article for the Australian Financial Review Carrie LaFrenz discusses Ramsay’s takeover bid for Spire. Carrie comments on views from Andreas where he states Spire is strategically a good fit, and diversifies Ramsay UK’s revenue. Read here.
by Andreas Lundberg Posted in On the Internet
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Finder Investors – should you buy Coinbase shares?
Roger Montgomery
May 25, 2021
Roger joined Kylie Purcell, Finder’s Investments Editor to discuss how Coinbase has performed since its April 2021 IPO and the outlook for the business in the year ahead. As one of the largest cryptocurrency exchanges, Coinbase is profitable now but whether that continues is largely dependant on the value of cryptocurrencies and if the popularity of these alternate assets continues.
by Roger Montgomery Posted in On the Internet
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Bank profits are surging. But a major part of their business is struggling
Stuart Jackson
May 19, 2021
Rod Myer published an article in The New Daily discussing how in May, Westpac, NAB and ANZ all reported rises in their half-yearly cash profits that were up at least 45 per cent. Shareholders are being rewarded with dividend rises and improving share prices. So, how have the banks been pushing up their profits when the business of lending money is so flat? Stuart Jackson comments. Read here.
by Stuart Jackson Posted in On the Internet
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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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Four fruitful themes show plenty of juice in the market
Roger Montgomery
May 10, 2021
In this article for Firstlinks Roger discusses why 2021 has the potential to be a great year for equities. Since the beginning of the year, the S&P500 is up more than 11 per cent, the NASDAQ 8.5 per cent, and the S&P/ASX200 6 per cent higher. There are several themes with investment merit. Read here.
by Roger Montgomery Posted in On the Internet
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10 experts reveal their top investing tip for beginners
Andreas Lundberg
April 20, 2021
Maria Bekiaris published an article for Canstar which identifies top tips from 10 experts for anyone investing in shares or ETFs for the first time. Andreas discusses diversification and why a beginner investor should spread their holdings to some extent but also keep in mind that excess diversification does not reduce portfolio risk. Read here.
by Andreas Lundberg Posted in On the Internet
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Inside the deal: How Airtasker was primed to pop
Gary Rollo
April 8, 2021
Yolanda Redrup published an article in the Australian Financial Review discussing Airtasker’s decision to list on the ASX. As part of a non-deal roadshow prior to Christmas, Airtasker sought advice from Gary Rollo, and as quoted by the Australian Financial Review noted the first point of call was Gary Rollo, who Chairman James Spenceley trusted to ask the tough questions, “He’s a tough investor and gave strong feedback that it was a high quality business, so we knew we were on the right track then.” Read more.
by Gary Rollo Posted in On the Internet
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Want to invest? Here’s how interest rates could affect your returns
Roger Montgomery
March 26, 2021
In this article for Finder Roger discusses how rate changes can affect your assets, including bonds, property and shares. You can learn more about interest rates in Australia and how they work in this article. Read here.
by Roger Montgomery Posted in On the Internet
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Airtasker CEO unfazed by tech volatility as IPO looms
Gary Rollo
March 26, 2021
Cara Waters published an article in The Age and comments on Gary’s view that the investment the Montgomery Small Companies Fund is making in this business as a cornerstone investor is going to be over the course of multi years. There are some questions being asked of tech but the long term picture is what will eventually bring investors back to the tech sector. Read here.
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