Small Caps
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ARB Corporation: from local manufacturer to global 4×4 powerhouse
Roger Montgomery
February 20, 2025
From the first days of this blog, back in 2009/10, we have been writing about ARB Corporation (ASX:ARB), classifying it as one of the highest ‘A1’ quality companies listed on the ASX. Back in 2009, the share price was below $3.00 (and many thought it was on a high price to earnings (P/E) ratio then!). Today, ARB shares trade at nearly $40 dollars, and it’s paid out $7.62 in dividends since. continue…
by Roger Montgomery Posted in Companies, Small Caps, Stocks We Like.
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HUB24 half-year results
Roger Montgomery
February 20, 2025
Held in the portfolio of the Montgomery Small Companies Fund, the investment and superannuation platform provider HUB24 (ASX:HUB) has risen 116 per cent in the last 12 months. This week, the company released its results for the first half of 2025, with a lot to like. continue…
by Roger Montgomery Posted in Companies, Small Caps, Stocks We Like.
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Breville Group’s half-year results
Roger Montgomery
February 13, 2025
Breville Group (ASX:BRG) is a high-quality company, profitably held in the Montgomery Small Companies Fund. Breville released its half-year earnings this week – and the numbers point to a robust underlying performance. Nevertheless, investors will debate whether the guidance for the remainder of the fiscal year is deliberately conservative or signalling a more challenging road ahead. continue…
by Roger Montgomery Posted in Companies, Small Caps, Stocks We Like.
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Nick Scali reports strong 1H25 results
Roger Montgomery
February 12, 2025
Nick Scali Limited (ASX:NCK), a holding in the Montgomery Small Companies Fund has released its half-year 2025 (1H25) results. Despite the mixed headline picture, Nick Scali’s 1H25 results outperformed consensus estimates. continue…
by Roger Montgomery Posted in Companies, Small Caps, Stocks We Like.
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The cost of market timing
Roger Montgomery
December 11, 2024
by Roger Montgomery Posted in Small Caps, Video Insights.
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MEDIA
Ausbiz – Risks, opportunities, and the outlook for equities in 2025
Roger Montgomery
November 29, 2024
by Roger Montgomery Posted in Small Caps, TV Appearances.
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The Trump effect on small cap stocks
Roger Montgomery
November 12, 2024
Since 2022, we have predicted that small cap stocks, especially those representing innovative businesses with pricing power, would do well in an environment of disinflation and positive economic growth. continue…
by Roger Montgomery Posted in Editor's Pick, Small Caps.
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A three-piece update to Nick Scali furniture
Roger Montgomery
October 23, 2024
Nick Scali (ASX:NCK) released a trading update along with first half earnings guidance. Most analysts conclude that the update was a downgrade to the first-half consensus net profit after tax (NPAT); longer-term investors will look beyond the short-term effects of higher freight charges. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Small Caps, Stocks We Like.
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Ingenia Communities – accessing retirement as an investment strategy
Michael Gollagher
October 21, 2024
There comes a point in our lives where we are exposed to the thought or process of retiring. It could come one day when we open our annual superannuation statement. Or it could come when a parent or workplace mentor announces their intentions to hang up the tools and move into the next phase of life… continue…
by Michael Gollagher Posted in Companies, Property, Small Caps, Stocks We Like.
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Celebrating five years of small companies with Gary Rollo and Dominic Rose
Roger Montgomery
October 14, 2024
Here at Montgomery, we’ve always believed that partnerships are the backbone of wealth creation. It’s why, together with our key executives David Buckland, Chief Executive Officer and Scott Phillips, Head of Distribution, I have made it my job to identify and partner with those we believe can deliver exceptional outcomes for you. continue…
by Roger Montgomery Posted in Small Caps.
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