Video Insights
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Wrapping up the 2023 financial year reporting season: A mix of resilience and uncertainty
Roger Montgomery
August 30, 2023
In this week’s video insight, Roger Montgomery delves into the recently concluded 2023 financial year reporting season which presented a mixed picture. continue…
by Roger Montgomery Posted in Market commentary, Video Insights.
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Altium – A quality stock with excellent momentum
David Buckland
August 25, 2023
In this week’s video insight, David Buckland, CEO of Montgomery, and Sean Sequeira, Chief Investment Officer of Australian Eagle Asset Management, discuss the investment landscape surrounding Altium (ASX:ALU). The discussion delves into Altium’s historical performance, its emphasis on quality, and its ambitious growth aspirations. Through an exploration of Altium’s positioning, management consistency, and recent achievements, this discussion underscores the significance of these factors in evaluating the company’s investment potential. continue…
by David Buckland Posted in Companies, Stocks We Like, Video Insights.
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Two high-quality stocks we own in The Montgomery Funds’ portfolio
David Buckland
August 18, 2023
In this video insight, David Buckland, CEO of Montgomery, and Sean Sequeira, Chief Investment Officer of Australian Eagle Asset Management, discuss the positive impact of Australian Eagle’s partnership with Montgomery. They delve into recent company earnings reports, highlighting Cochlear’s (ASX:COH) return to growth as indicative of its strong business quality and long-term potential, independent of external factors. They also mention QBE’s (ASX:QBE) efforts to improve margins through enhanced risk management for better earnings quality, potentially leading to a higher market rating. continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
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Why we think Alliance Aviation has strong earnings growth potential
Gary Rollo
August 11, 2023
In this week’s video insight I joined Montgomery’s head of distribution Scott Phillips to discuss a current holding in the Montgomery Small Companies Fund, Alliance Aviation Services (ASX:AQZ). Alliance Aviation Services falls into the category of Aviation, although it is not a typical airline business. I identify why it is a holding in the Montgomery Small Companies Fund and what we expect in terms of its future earnings. continue…
by Gary Rollo Posted in Airlines, Companies, Editor's Pick, Stocks We Like, Video Insights.
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Navigating the 2023 August reporting season: earnings estimates and market insights
Roger Montgomery
August 2, 2023
In this week’s video insight, Roger Montgomery discusses the August reporting season for 2023. Earnings estimates are uncertain, and the economy’s strength raises concerns due to inflation and higher interest rates. Company fundamentals take centre stage as macroeconomic factors recede. continue…
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Tech rally unveiled retail investors’ long term affinity
Roger Montgomery
July 28, 2023
In this week’s video insight, Roger delves deeper into the tech rally and sheds light on the recent survey conducted by eToro, indicating retail investors’ continued favoritism towards the tech sector for the rest of the year. As earnings season unfolds, Roger analyses the justification behind the high prices of major tech companies like Microsoft, Alphabet, and Meta, emphasising their substantial investments in AI and cloud business revenues. However, the question remains: are the revenue gains from AI truly transformative or merely incremental? continue…
by Roger Montgomery Posted in Video Insights.
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Private Credit: a smart choice
Roger Montgomery
July 17, 2023
For many years I’ve advocated investment in equities. That won’t change. I believe owning quality growing businesses is the surest way to long-term wealth creation. A quick glance at the ‘rich lists’ of the wealthiest people in Australia, for example, reveals a list of business owners. And the stock market provides investors with access to many of the very same businesses. Purchase at a rational price a portfolio of businesses whose earnings march upwards over the years, and so will the market value of your portfolio. continue…
by Roger Montgomery Posted in Aura Group, Editor's Pick, Video Insights.
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We’ve returned 9.6%* pa to investors without sacrificing on security. Here’s how we do it
Brett Craig
July 13, 2023
In this period of heightened volatility, above-target inflation, and rising interest rates, you need investments that aim to protect your capital as well as grow it. Quality private credit is one way of achieving this. And unlike equities, the cash rate, or other asset classes, you’re not wed to the economic cycle. continue…
by Brett Craig Posted in Aura Group, Editor's Pick, Video Insights.
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Exploring the growth prospects of Endava and Globant: pioneering companies in digital transformation and software development
David Buckland
July 13, 2023
In this week’s video insight David Buckland introduces two companies in the Polen Capital Small and Mid Cap Fund: Endava and Globant. Endava is a British software development and consulting firm experiencing steady revenue growth and global expansion. Globant is a global IT company focusing on AI and software development. Both companies have faced recent share price declines but hold strong potential for long-term growth and digital transformation in various industries. continue…
by David Buckland Posted in Companies, Polen Capital, Video Insights.
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Home-grown Australian biomedical companies shine on the global stage
David Buckland
July 5, 2023
In this week’s video insight David Buckland discusses two Australian biomedical companies, Pro-Medicus (ASX:PME) and Telix Pharmaceuticals (ASX:TLX) which are gaining global recognition. Pro-Medicus specialises in imaging software and has experienced significant growth, while Telix focuses on cancer management technologies with promising market potential. Both companies are poised for further success and expansion. continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
