Video Insights
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AMP’s strong valuation case
David Buckland
November 30, 2022
In this week’s video insight David discusses Australian Eagle Asset Management’s process of analysing unloved companies which are seeing an operational turnaround yet to be understood by the market. A recent example of an “improving quality” company with a strong valuation case is AMP (ASX:AMP). continue…
by David Buckland Posted in Companies, Stocks We Like, Video Insights.
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Three great retail stocks to keep an eye on
Roger Montgomery
November 24, 2022
In this week’s video insight Roger suggests a repeatable way to invest, in a sector of the Australian stock market, that appears to have provided excellent returns to those who have applied it in the past. That sector is retailers, and there are three companies that should be on your watch-list. continue…
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Will house prices drop once fixed rate mortgages mature?
Roger Montgomery
November 16, 2022
In this week’s video insight Roger addresses wave of fixed-rate mortgages that will soon revert to much higher rates and the impact this will have on national property prices. So exactly how many mortgages were written and is there actually a cliff we need to worry about? continue…
by Roger Montgomery Posted in Editor's Pick, Property, Video Insights.
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What does the past tell us about inflation expectations?
David Buckland
November 9, 2022
In this week’s video insight David dicusses the official cash rates, noting that by historical standards they are still very low. It’s important for investors to think about the world before the low inflation rates of the 2010s decade, and simply accept that inflationary expectations may halve from around 8 per cent to 4 per cent but may not necessarily get a lot lower. continue…
by David Buckland Posted in Video Insights.
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IMDEX’s shifting business model
Dominic Rose
November 2, 2022
In this week’s video insight IMDEX’s (ASX: IMD) CEO Paul House joined Dominic Rose to discuss the businesses recent first quarter FY23 result. The result showed stronger revenue growth than the market was expecting despite all the macro doom and gloom. Paul House also discusses the businesses shifting business model and new products. continue…
by Dominic Rose Posted in Companies, Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights.
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WHITEPAPER
ARE WE THERE YET? WHAT TO DO WHEN THE BOTTOM OF THE MARKET IS UNKNOWN
Roger Montgomery’s latest whitepaper is now available. It explores the challenges of investing when no one knows whether equity markets have reached the bottom of the latest volatility cycle. The paper offers a framework to help you navigate today’s market and invest in quality, profitable companies with growth potential.
READ HERE -
One basic lesson in investing
Roger Montgomery
October 28, 2022
In this week’s video insight Roger discusses why right now is a prime time for a basic lesson on investing. With fear at extreme, now is the time that bargains are found so what can be learnt from one of Warren Buffett’s quotes? And has inflation peaked? Find out why I think we will see disinflation. continue…
by Roger Montgomery Posted in Video Insights.
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What does the Australian Eagle team mean by quality?
Roger Montgomery
October 20, 2022
In this video Sean Sequeira joins me to discuss how we define quality for the companies held in The Montgomery Fund portfolio. Sean identifies the importance of quality when investing and how Australian Eagle Asset Management determine the quality of a business. continue…
by Roger Montgomery Posted in Investing Education, Montgomery News and Updates, Video Insights.
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Why Symbio sees a long growth story in the Asian market
Gary Rollo
October 19, 2022
In this video Gary Rollo joined Symbio’s (ASX:SYM) CEO and Co-Founder Rene Sugo to introduce the business and share how the businesses’ telecom software works. Rene also delves deeper into Symbio’s opportunity in Asian markets and the growth prospects there. continue…
by Gary Rollo Posted in Companies, Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights.
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What do catalysts mean for the investment choices in The Montgomery Fund?
Roger Montgomery
October 14, 2022
In this video I ask Sean Sequeira to explain how the team at Australian Eagle Asset Management identify catalysts or change to refine the investment universe and pick the most successful opportunities. Change within a company will drive quality improvements and earnings growth to close the gap between price and value. One example of this can be seen when Altium expanded their market size with the acquisition of Octopart. continue…
by Roger Montgomery Posted in Montgomery News and Updates, Stocks We Like, Video Insights.
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Which investors didn’t lose money in September?
Roger Montgomery
October 14, 2022
In this week’s video insight Roger identifies how credit income funds work and why most equity investors invest for the growth provided by growing businesses, and they also invest in cash, bonds or hybrids, looking for monthly income and returns that are uncorrelated with their equities and other assets. continue…
by Roger Montgomery Posted in Video Insights.
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