Media Room

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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Roger joined Ross Greenwood on The Money Minutes to discuss where market risks lie and how savvy investors should be thinking about inflation and interest rates. With the Federal Budget set to pump billions into the economy, how have investors reacted to this news and the tax cuts noted on the agenda?

by Roger Montgomery Posted in Radio.

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Back in 2002 Alliance Aviation Services (ASX:AQZ) commenced flying with just two aircraft. Today, the operating aircraft fleet size has grown to 43, with a further 14 new aircraft set to arrive in the next 12 months. AQZ’s business is literally flying! The company operates fly-in fly-out charter services for Australian mining companies and a range of ancillary aviation services, and has a strong track record of consistent profits and growth.  AQZ delivered record profits in FY20 despite the global COVID pandemic. The aviation market is very cyclical, boom and bust, so how has Alliance developed such a remarkable track record? continue…

by Gary Rollo Posted in Montgomery Small Caps Management Video Series, Video Insights.

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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 episode of ABC Nightlife Roger joined Philip Clark to talk about markets. Investors have plenty to consider at the moment. The global economy is experiencing a severe contraction as countries seek to contain the coronavirus. Even though the worst of this has now passed, the outlook remains highly uncertain and concerns of a second wave are apparent. The Australian economy is going through a very difficult period and is experiencing the biggest contraction since the 1930s. Listen here.

by Roger Montgomery Posted in Editor's Pick, Radio.

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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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