Video Insights

This Christmas I’d like to reflect on Community and Individualism. This year, I believe we have seen demonstrated, comprehensively, the failure of a society to deal with a crisis because the rights of the individual usurp the needs of the community.  We want to be known for our individual accomplishments, for our abilities and at the extreme end of individualistic fame as highlighted by so much of social media – we simply want to be known for being known. Instead, we should be known for caring for others, for helping and for rescuing those in need.  For putting others first and above ourselves.

by Roger Montgomery Posted in Video Insights.

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In this week’s video insight Stuart discusses Universal Store Holdings, a recent listing on the ASX.  While apparel has generally been a lagging segment of the retail market this year, casual and active wear have been the stronger components within the apparel market. Universal’s focus on streetwear has helped to through this period. Despite a material impact on sales during the lockdown period, Universal has performed very well with store sales bouncing back to year-on-year growth just 2 weeks after the 5-week lockdown ended. continue…

by Stuart Jackson Posted in Companies, Stocks We Like, Video Insights.

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In this week’s video insight Andreas discusses Atlas Arteria’s major asset, the 31 per cent stake in APRR, a 2300 km motorway network in France. Coronavirus travel restrictions have seen Atlas Arteria’s first-half revenues decline 25 per cent. But is the worst over? continue…

by Andreas Lundberg Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.

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In this week’s video insight Gary Rollo introduces the options for investing in one of the strongest themes in the market, decarbonisation of the global economy or the Green Theme. We are fortunate to have an investment universe that provides a range of options, from sustainable carbon free electricity generators, to recycling assets, to feedstock producers for energy storage and batteries that go into Electric Vehicles. An area of focus is battery minerals players.

by Gary Rollo Posted in Editor's Pick, Video Insights.

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In this week’s video insight Roger discusses companies set to benefit from the news of a vaccine. Some of the companies that were beaten down during the pandemic – those we believe would inevitably recover once a vaccine was announced – have bounced, but they are yet to fully reflect a return to normal, or in some cases even a return to subnormal.  One company to clearly benefit from higher levels of activity is Qantas, while another, Megaport recently reported high levels of connection activity following a COVID inspired slowdown in June and July. continue…

by Roger Montgomery Posted in Editor's Pick, Video Insights.

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IMDEX Limited (ASX:IMD) recently delivered a solid first quarter update to the market after delivering a record revenue in the period to March 2020. In the latest small cap management video series, Dominic Rose catches up with Chief Executive Officer, Paul House to discuss the outlook for the company and the optimism they see in the mining sector. continue…

by Dominic Rose Posted in Editor's Pick, Montgomery Small Caps Management Video Series, Video Insights.

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In this week’s video insight David provides an update on the performance of the Montgomery Small Companies Fund. While small capitalisation companies generally involve more risk because of their lower liquidity, their greater sensitivity to managements’ influence, and their greater sensitivity to economic conditions, they have proven over long periods of time to be a rewarding asset class to allocate capital – preferably for patient investors who grasp the power of compounding. continue…

by David Buckland Posted in Editor's Pick, Video Insights.

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In this week’s video insight Joseph discusses the recent performance of the retail sector and how reopening economies may impact retail performance. Government support drove an increase to spending on goods while services such as restaurants and travel were restricted. What will happen once government stimulus ends?

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by Joseph Kim Posted in Companies, Editor's Pick, Video Insights.

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In this week’s video insight Stuart identifies why the big four banks have recently recovered some of their lost ground. Although to maintain this momentum, they will need to show signs of diminishing risk and even improved performance in the latter part of FY20. We will be tracking loan book growth, net interest margin and outlook, credit quality and provisioning and capital. continue…

by Stuart Jackson Posted in Video Insights.

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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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