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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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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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Roger joined Jas on Spark Your Fire Podcast to discuss the impact of current market conditions. Retirees have gone from low income on cash to deteriorating income in shares, but with more risk. And what companies could benefit if we see a vaccine developed? Listen here.

by Roger Montgomery Posted in Podcast Channel.

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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.

by Roger Montgomery Posted in In the Press.

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