Video Insights
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What we have seen from the first quarter
Roger Montgomery
April 4, 2023
In this week’s video insight Roger reviews what has happened during the first quarter, the performance of markets so far and what’s important looking forward. All eyes are on the short and long-term plausible paths for monetary policy. Despite this, Roger remains optimistic for investing in high-quality businesses generating double-digit earnings growth. continue…
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Are today’s circumstances similar to the GFC?
Roger Montgomery
March 23, 2023
In this week’s video insight Roger reviews the current market situation, including the collapse of U.S. banks and in the fast-moving financial markets, while it may seem risky to rule out another GFC, the probability, upon an assessment of the odds, appears to be low.
continue…by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Polen Capital expands its global emerging markets footprint
David Buckland
March 15, 2023
In this week’s video insight David provides an update on our global equity partner Polen Capital including how the Polen Capital Global Emerging Markets Growth Team selects what they believe are high quality 25-40 companies with difficult-to-replicate competitive advantages.
by David Buckland Posted in Polen Capital, Video Insights.
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Time to get back to basics
Roger Montgomery
March 8, 2023
In this week’s video insight Roger discusses his views on what long-term investors should be focused on. Roger believes quality growth companies will ultimately return to popularity and when they do watch out. continue…
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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History doesn’t repeat, but maybe it rhymes
Roger Montgomery
February 24, 2023
In this week’s video insight Roger shares reasons to be optimistic about investing in equities and current market conditions. Despite all the doom and gloom surrounding markets at the moment, what matters more than anything else is inflation. Inflation hurts stocks overall because consumer spending drops and corporate profits are impacted by higher input costs. continue…
by Roger Montgomery Posted in Video Insights.
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Gary’s best and worst pick from reporting season so far
Scott Phillips
February 23, 2023
In this video Scott speaks with Gary Rollo, portfolio manager of the Montgomery Small Companies Fund on an update on small caps reporting this results season. There’s been more beats from an earnings point of view than misses, but that’s looking backwards. Outlooks count because after all, the stock market buys the future and those have definitely been more negative. Gary also shares one of the best results he has seen and one of the worst. continue…
by Scott Phillips Posted in Editor's Pick, Stocks We Like, Video Insights.
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The behavioural science of markets
David Buckland
February 16, 2023
In this week’s video insight David delves deeper into the behavioural science of investment markets. The global economic environment, according to the consensus, will deteriorate as 2023 progresses, but with that said risk is not necessarily inherent in an investment; it is always relative to the price paid. continue…
by David Buckland Posted in Investing Education, Video Insights.
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What are we seeing from reporting season in small caps so far?
Scott Phillips
February 15, 2023
In this video Scott speaks with Gary Rollo, portfolio manager of the Montgomery Small Companies Fund to provide an update on what we have seen from reporting season so far. It is early in the number of companies who have reported, but we can already see some key themes coming from the consumer sector. continue…
by Scott Phillips Posted in Companies, Stocks We Like, Video Insights.
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MEDIA
Why IMDEX’s proposed acquisition of Devico is a great strategic fit
Dominic Rose
February 9, 2023
IMDEX (ASX:IMD) reported a strong set of 1H23 results, well ahead of consensus with revenue up 18.5 per cent from 1H22 and EBITDA up 21.9 per cent from 1H22. Despite great results these were overshadowed by IMDEX’s proposed acquisition of Devico, which appears highly strategic. Dominic joined IMDEX’s CEO Paul House to take a deep dive into the proposed acquisition which is highly strategic with strong synergies. continue…
by Dominic Rose Posted in Companies, Editor's Pick, Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights.
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My top picks in the resources sector
Gary Rollo
January 31, 2023
In this week’s video insight Gary and David discuss how the reopening of China is having a positive impact on the resources sector, specifically copper. The Montgomery Small Companies Fund is currently overweight industrial metals and Gary shares three stocks we like in this space as well as three lithium producers that we think have bright prospects. continue…
by Gary Rollo Posted in Companies, Editor's Pick, Energy / Resources, Stocks We Like, Video Insights.
