Video Insights
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Should your portfolio have exposure to the Aussie e-commerce theme?
Roger Montgomery
October 13, 2020
In this week’s video insight Roger discusses the exciting global megatrend of e-commerce. In the seven years between 2014 and 2020, worldwide retail e-commerce sales have grown from US$1.3 trillion to US$6.5 trillion. While much of the focus is on the leading giants; Amazon, eBay, and Alibaba, there are numerous small Australian companies generating serious returns for investors from e-commerce. City Chic Collective is an exciting global e-tailer with a structural component to its growth runway. continue…
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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An exciting growth stock: Macquarie Telecom
Roger Montgomery
October 6, 2020
In this week’s video insight Roger discusses cloud computing and a small cap opportunity in the space. We currently believe companies within this sector will see a long runway for growth. One company delivering the framework on which this innovation cycle is being built is Macquarie Telecom. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
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One company to benefit from a vaccine and reopening
Roger Montgomery
September 28, 2020
In this week’s video insight Roger discusses how to position for the possibility of a vaccine and reopening. When the global economy reopens further, there will likely be many more sectors returning to growth. We are looking for companies that are winners in sectors that have had their outlooks impacted. One of these is Corporate Travel Management which could take share from weakened competitors. Why is the Corporate Travel Management share price on fire right now? continue…
by Roger Montgomery Posted in Companies, Stocks We Like, Video Insights.
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The importance of identifying longer-term threats
Roger Montgomery
September 22, 2020
In this week’s video insight Roger discusses the importance of scanning the distant horizon for long-term threats when investing. We now live in a world where asset bubbles are no longer glitches but a semi-permanent feature of corporate and financial life, and a world where investors are not only unable to endure normal corrections or volatility but our politicians and central bankers even less. Will investors discover the danger of avoiding value?
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Are these startups profitable?
Roger Montgomery
September 17, 2020
In this week’s video insight, I report on recent developments in the private equity world. In March when the financial world acknowledged a pandemic many investors predicted private equity and start up wallets would be zipped up and the growth and private equity valuations was near an end. But here we are, six months down the road and the both the pandemic and elevated private equity valuations remain.
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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Companies benefiting from stay-at-home restrictions
Roger Montgomery
September 7, 2020
In this week’s video insight Roger discusses the companies who are beneficiaries of the stay-at-home restrictions who have enjoyed strong sales growth. If we put aside materials and gold stocks, the rest of the stock market can be divided into the ‘haves’ and the ‘have nots.’ With the prospect of a vaccine, where are the opportunities for investors? continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Video Insights.
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Are the tech titans really that expensive?
Roger Montgomery
September 4, 2020
In this week’s video insight Roger discusses the incredible rally in stock markets, led by the US, since March. The US S&P500 index’s price to earnings multiple is now the highest since 2000, the multiple to book value is the highest since 2001 and the market’s multiple of sales is close to all-time highs. Does the quality of the top five US companies justify their current prices?
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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MEDIA
Why has there been so much growth in data centres?
Roger Montgomery
July 15, 2020
Data centres have quickly become essential infrastructure in Australia and around the world. To explain data centres and their business model, I’m joined by David Tudehope, Chief Executive Officer from Macquarie Telecom. continue…
by Roger Montgomery Posted in Editor's Pick, Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights.
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MEDIA
Macquarie Telecom: the data centre business is a real growth engine
Gary Rollo
July 9, 2020
Founded 27 years ago, Macquarie Telecom (ASX:MAQ) is an Australian data centre, cloud, cyber security and telecom company for mid to large business and government customers. Gary recently spoke with Chief Executive Officer, David Tudehope to discuss business and the investments the company’s making to extend its growth horizon. continue…
by Gary Rollo Posted in Companies, Editor's Pick, Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights.
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Popular Analysis that has no value
Roger Montgomery
May 5, 2020
In this video insight Roger discusses stock market analogs and attempting to predict what the market is going to do in the future. How effective are such analogs? Not very, because the companies that make up the market are impacted differently and because interest rates, government and central bank settings, labour and productivity are all dissimilar and the drivers of markets will cause a different reaction. continue…
by Roger Montgomery Posted in Market commentary, Video Insights.
