Video Insights
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Roger Montgomery’s Christmas Message 2022
Roger Montgomery
December 21, 2022
At Christmas, there seems to be no more timely conversation we can have than the one about the importance of Grace. I sincerely hope Christmas delivers the blessing of peace and safety for you and your family. As we close the chapter of another year and look towards 2023, open your hearts, help someone in need, and above all else offer someone your Grace. Merry Christmas.
by Roger Montgomery Posted in Video Insights.
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Is our current version of capitalism failing people and our planet?
Roger Montgomery
December 7, 2022
In this week’s video insight Roger discusses the REDcycle program that has been suspended after it was revealed soft plastic items collected at Woolworths and Coles had bee stockpiled for months in warehouses and not recycled. Many experts suggest recycling solutions are no solution at all. They suggest what is required is a ban on plastics. continue…
by Roger Montgomery Posted in Editor's Pick, 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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MEDIA
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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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.
