Video Insights
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Equity analysts surprised by the recent retail landscape
Roger Montgomery
February 16, 2024
In this week’s video insight, I explore the recent performance of the retail sector. Companies like Cettire, Temple & Webster, Nick Scali, and JBHi-Fi have surprised analysts with their robust performance, leading to a reassessment of sales projections. I discuss the unexpected resilience of retailers in the face of January’s challenges and discuss the implications of these developments for the future. continue…
by Roger Montgomery Posted in Companies, Stocks We Like, Video Insights.
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Will the pain of Australia’s cost of living pressures be coming to an end soon?
David Buckland
February 9, 2024
In this week’s video insight, I discuss how Treasurer Jim Chalmers highlights that Australian wages are growing faster than the Consumer Price Index (CPI); a claim that overlooks the CPI’s failure to account for mortgage interest payments, thus not fully capturing the cost of living. With household debt and mortgage interest on the rise, I explore the expectation of an easing in the decline of real wages relative to living costs, amidst speculation of potential interest rate reductions. continue…
by David Buckland Posted in Economics, Video Insights.
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Time for small caps to shine
Roger Montgomery
December 19, 2023
In my final video insight for the year, I wanted to share some potentially exciting news for all you small cap stock enthusiasts out there. I delve into the recent developments at the U.S. Federal Reserve and what they mean for small cap stocks. Will 2024 be the year for small caps? continue…
by Roger Montgomery Posted in Market commentary, Video Insights.
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Keep an eye on New Zealand as the lead indicator
David Buckland
December 14, 2023
In this week’s video insight, I delve into the discussions surrounding the Reserve Bank of New Zealand’s proactive approach to inflation, the nuanced shifts in major economies, and the potential impacts of tightening monetary policies. continue…
by David Buckland Posted in Global markets, Market commentary, Video Insights.
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The interest rate conundrum: Conflicting forecasts from banking giants
Roger Montgomery
December 11, 2023
In this week’s video insight I wanted to discuss the contrasting predictions from Australia’s major banks regarding interest rates, painting a nuanced picture of the economic landscape. Shayne Elliott from ANZ anticipates sustained rate hikes amid escalating growth pressures. In contrast, NAB’s Ross McEwan suggests rates might have peaked, while CBA hints at a possible rate cut. These varied perspectives hold significant implications for households with mortgages and investors. continue…
by Roger Montgomery Posted in Economics, Video Insights.
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- POSTED IN Economics, 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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Navigating success: Inside Seven Group Holdings
Dominic Rose
December 1, 2023
In this week’s video insight, David Buckland and I discuss Seven Group Holdings (ASX: SVW), an Australian operating and investment group in the media, mining and construction industry in which the Montgomery Small Companies Fund holds a substantial stake. We spotlight the remarkable alignment between the Stokes family’s leadership and investors’ interests, emphasizing Seven Group’s astute counter-cyclical investment strategy. Additionally, we explore their recent strategic acquisition of Boral (ASX: BLD), shedding light on their concerted efforts to enhance operational efficiencies and bolster margins. Catch the full discussion here. continue…
by Dominic Rose Posted in Companies, Stocks We Like, Video Insights.
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Alliance Aviation Services – A beacon amidst small cap volatility
Gary Rollo
November 15, 2023
In this video insight, David Buckland and Gary Rollo discuss the underperformance of small-cap stocks compared to large-cap stocks since the beginning of 2022. Gary explains that economic uncertainty has contributed to the recent underperformance, as investors tend to shift from small, less liquid investments to larger ones during such periods. However, he views this as a temporary condition, anticipating that once economic uncertainty diminishes, the longer-term performance characteristics of small caps may come into play. continue…
by Gary Rollo Posted in Companies, Stocks We Like, Video Insights.
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Rationalisation of the Australian commercial radio industry
David Buckland
November 14, 2023
In this week’s video insight, I delve into the events of mid-October, specifically focusing on the collaborative proposal by ARN Media and Anchorage Capital Partners for a non-binding, indicative acquisition of Southern Cross Media. The merger sparked concerns about market dominance, particularly in the commercial radio sector in metropolitan Australia, leading to scrutiny from the ACCC. Notably, over the weekend, Kerry Stokes’ Seven West Media strategically acquired a 20 per cent stake in ARN Media, raising questions about his broader interests across Australia. The developments add layers of intrigue to the future of Australia’s commercial radio sector, making it a captivating subject to observe. continue…
by David Buckland Posted in Companies, Market commentary, Media Companies, Video Insights.
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Demographic shifts over the balance of this decade
David Buckland
November 2, 2023
In this week’s video insight, I want to discuss two intriguing findings from Deutsche Bank’s report on global demographic shifts. Firstly, we’ll explore the substantial population growth in less developed regions and its potential implications. Secondly, we’ll delve into the aging population in developed markets, their dependence on government pensions, and the resulting consequences. Many commodities, both construction-related and agricultural, as well as healthcare should benefit from the aggressive shift in demographics. continue…
by David Buckland Posted in Global markets, Market commentary, Video Insights.
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Is it time to reconsider investing in an ASX 200 ETF?
Roger Montgomery
October 26, 2023
In this week’s video insight, I explore why the Australian S&P/ASX 200 index has shown no capital growth in the last 16 years. Australia’s taxation system is a unique creature. It heavily incentivises dividends mainly through the mechanism of franking credits. But is it time to reconsider some of your investments? continue…
by Roger Montgomery Posted in Global markets, Market commentary, Video Insights.
