In this article for Firstlinks Roger discusses his view on quality companies. A company should sustainably produce high returns on equity with little or no debt. Why? Because it suggests the company has a competitive advantage. If a company can generate a high rate of return on equity sustainably, it has been able to fend off the competitors or sufficient barriers to entry exist to block or slow their entrance in the first place. Read here.

by Roger Montgomery Posted in On the Internet

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Laura Dew published an article in Investment Centre discussing Australian Small Cap funds investors some investors may be un aware of. Laura mentions the Montgomery Small Companies Fund and how it has returned 48.6 per cent for the 6 months to 30 September 2020. Read here.

by Gary Rollo Posted in On the Internet

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In this article for Firstlinks Roger questions whether markets are really that expensive? For stock market transactions to occur, there must be a buyer and a seller. Australia, like the US, has experienced a similar expansion of price to earnings multiples as a function of ultra-low interest rates and the migration out of cash and into growth assets. Read here.

by Roger Montgomery Posted in On the Internet

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In this article for Canstar Roger discusses how you know when to sell your shares. Are you selling holdings once they have reached a certain price, or after holding them for a certain time? Deciding when to sell shares can be just as important as picking which shares to buy. Read here.

by Roger Montgomery Posted in On the Internet

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In this episode of Livewire’s Buy Hold Sell, Gary Rollo joined Matthew Kidman and Chris Stott to discuss high-calibre small cap companies with a track record of profitability. The companies discussed include ARB, Ingenia Communities and Macquarie Telecom. Which companies do we think are a buy?

by Gary Rollo Posted in On the Internet

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Since the market bottomed in late March, the S&P/ASX Small Ordinaries Index has soared over 40 per cent. E-commerce and technology-oriented stocks have done much of the heavy lifting and left nearly everything else in their wake. Gary Rollo joined Matthew Kidman and Chris Stott on Livewire’s Buy Hold Sell to discuss whether it’s time for investors to make a big portfolio pivot into the small caps.

by Gary Rollo Posted in On the Internet

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Gary Rollo joined Chris Stott and Matthew Kidman on Livewire’s Buy Hold Sell to discuss companies developing products for the needs of a large population. Three small caps with exposure to this thematic include City Chic Collective, Megaport and EML Payments. Are they all buys?

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by Gary Rollo Posted in On the Internet

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In this article for Livewire James Marlay published a piece on PointsBet which discusses its appeal and Gary’s thoughts on the company.  Getting your head around the appeal of Poinstbet is simple; there is a massive total addressable market that is opening up in the US as online sports gambling gets legalised across the fifty states. Read here.

by Gary Rollo Posted in On the Internet

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David Taylor published an article in ABC News discussing how thousands of Australian households are facing another reduction on their incomes – those who rely on dividend payments. If you owned 1,000 CBA shares your payment would fall from $2,000 to $980. Read here.

by Roger Montgomery Posted in On the Internet

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How do you know when a business is worth more than its current price? In this article, Roger Montgomery deep-dives on finding high-quality shares in any market climate. Read here.

by Roger Montgomery Posted in On the Internet

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