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In this video, I discuss why Megaport (ASX: MP1) has become one of our highest-conviction holdings, including its position in AI infrastructure, differentiated data centre strategy and potential to benefit from growing demand for AI inference.

Disclaimer: The Montgomery Small Companies Fund owns shares in MP1. This video was prepared 14 September 2026 with the information we have today, and our view may change. It does not constitute formal advice or professional investment advice. If you wish to trade MP1, you should seek financial advice.  continue…

by Gary Rollo Posted in Companies, Editor's Pick, Feature Article, Insightful Insights, Investing Education, Manufacturing, Market commentary, Market Valuation, Popular, Small Caps, Stocks We Like, Video Insights.

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For investors who still think of NRW Holdings (ASX:NWH) as simply a mining contractor, the Financial Year 2026 (FY26) result provides a useful reason to update that view. NRW has developed into a much broader Australian industrial contracting business, providing contract mining, drill-and-blast, engineering, and civil construction services to resources and infrastructure customers. Its activities span Civil, Mining, Minerals, Energy & Technologies and, following the acquisition of Fredon, a growing range of infrastructure-related work. Its exposure now stretches across mining, public infrastructure, data centres, defence, health and renewables. continue…

by Roger Montgomery Posted in Companies, Economics, Editor's Pick, Energy / Resources, Small Caps, Stocks We Like.

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Codan (ASX:CDA)  is an Australian technology company that designs, develops, manufactures and markets communications and metal-detection equipment. Its two main operating segments are Communications and Metal Detection. Within those businesses sit brands and operations including DTC, Zetron and Minelab, giving Codan exposure to tactical and defence communications, unmanned systems, public-safety communications and gold detection. continue…

by Roger Montgomery Posted in Companies, Editor's Pick, Manufacturing, Market commentary, Market Valuation, Popular, Small Caps, Stocks We Like.

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The Financial Year 2026 (FY26) reporting season has concluded with corporate Australia in considerably better shape than many had feared.

Before getting too excited, however, it’s worth noting corporate Australia may not be in as good shape as the headline numbers suggest.

Aggregate profits rose by around 11.6 per cent.  Excluding mining and energy, however, the increase was just 5.3 per cent. Only 36 per cent of companies beat earnings expectations, below the historical average of about 40 per cent. Meanwhile, analysts have been cutting FY27 forecasts. continue…

by Roger Montgomery Posted in Companies, Economics, Editor's Pick, Feature Article, Insightful Insights, Investing Education, Market commentary, Market Valuation, Small Caps, Stocks We Like.

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FDC Consolidated Holdings Limited (ASX: FDC), a major Australian construction, fit-out, and building services company, has had an auspicious beginning as a public company after listing for $3.00 per share on the ASX on 13 July 2026. FDC reported a 13 per cent increase in revenue for the year to June 2026 to $1.69 billion, whilst underlying Earnings Before Interest and Tax (EBIT) (excluding listing costs) rose 18 per cent to $96.5 million. continue…

by David Buckland Posted in Companies, Editor's Pick, Market commentary, Market Valuation, Small Caps, Stocks We Like.

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SkinKandy (ASX: SK1) is Australia and New Zealand’s self-proclaimed leading specialty piercing and body jewellery retailer. Operating a ‘service-led retail model,’ the company delivers over 60 distinct types of professional body and ear piercings alongside a range of high-margin jewellery and specialised aftercare products. continue…

by Roger Montgomery Posted in Companies, Consumer discretionary, Editor's Pick, Feature Article, Market commentary, Market Valuation, Small Caps, Stocks We Like.

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In this video, I discuss Computershare (ASX: CPU), a global provider of share registry and shareholder administration services, and why it caught our attention during the year. I explain how the company’s decision to sell lower-returning businesses and refocus on its core operations has improved the quality of the business, while a significant fall in the share price presented a more attractive valuation. Together, these factors led us to establish a position in Computershare. continue…

by Sean Sequeira Posted in Companies, Editor's Pick, Feature Article, Financial Services, Insightful Insights, Manufacturing, Market commentary, Market Valuation, Stocks We Like, Video Insights.

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In this video I discuss Aussie Broadband (ASX: ABB), a growing challenger in Australia’s retail broadband market with around 15 per cent of the NBN market across its retail and wholesale services.

The company has delivered double-digit organic sales growth alongside acquisitions, while increasing scale may support further growth and operating efficiencies. Earnings are expected to grow over the next two years, supported by a cashflow-generative business and relatively low gearing.

While concerns around competition from Starlink have recently weighed on the share price, I explain why the current valuation may offer an attractive entry point if ABB continues to execute on its growth strategy. continue…

by Gary Rollo Posted in Companies, Editor's Pick, Insightful Insights, Market commentary, Market Valuation, Popular, Small Caps, Stocks We Like, Video Insights.

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I joined Jess Maguire on ABC Statewide Drive to discuss the latest ANZ Roy Morgan Consumer Confidence Survey, which shows confidence is gradually recovering after falling to its lowest level in 53 years, while remaining fragile amid high household debt, rising rents and ongoing cost-of-living pressures. We also discussed the successful ASX debut of FDC Consolidated, highlighting its strong growth, specialist construction and fit-out business, attractive forecast yield and why its listing may signal renewed investor appetite for high-quality IPOs.

Listen from 1:46:00 here: ABC Statewide Drive  continue…

by David Buckland Posted in Economics, Insightful Insights, Market commentary, Market Valuation, Small Caps, Stocks We Like.

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I joined Juliette Saly on Ausbiz to discuss the ASX debut of FDC Consolidated (ASX), outlining why I believe the construction and fit-out business presents a compelling investment opportunity. I highlighted its 36-year track record, strong insider ownership, large work in progress, repeat client base and attractive forecast yield, while noting that quality businesses can still attract investor demand despite a subdued Initial Public Offering (IPO) market. We also discussed Australia’s fragile consumer confidence, with high household debt, rising rents and ongoing cost-of-living pressures continuing to weigh on sentiment, even as confidence gradually recovers from its 53-year low.

Watch here: FDC’s ASX debut – a builder with bite  continue…

by David Buckland Posted in Companies, Editor's Pick, Insightful Insights, Market commentary, Market Valuation, Small Caps, Stocks We Like, TV Appearances.

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