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  • RBA holds fire – watch our latest Ausbiz episode on the surprise RBA decision HERE.

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A Word of Caution (30/10/2012)
October 30, 2012
by Roger Montgomery
The Commodity Forever Cycle (23/10/2012)
October 23, 2012
by Roger Montgomery
MONTGOMERY WHITEBOARD SERIES - CASHFLOW 16/10/2012
October 16, 2012
by Roger Montgomery
Our Best Picks 9/10/2012
October 9, 2012
by Roger Montgomery
  • September quarter update on the Polen Capital Global Small and Mid Cap

    Polen Capital
    October 21, 2022

    Over the September 2022 quarter the Polen Capital Global Small and Mid Cap Fund delivered investors a return of negative 2.58 per cent, whilst the benchmark, the MSCI ACWI SMID Accumulation Index in AUD, rose by 0.49 per cent. Both were assisted by the sharp decline in the AUD/USD exchange rate, to the tune of around 6 per cent. Continue…

    by Polen Capital Posted in Polen Capital.
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    • POSTED IN Polen Capital.
  • Why we own Pro Medicus

    Roger Montgomery
    October 21, 2022

    Sean, Alan, Dan and the Australian Eagle team, now running The Montgomery Fund, and The Montgomery [Private] Fund alongside me as co-PM, have held quality healthcare companies for many years due to faster-than-GDP growth and their resilience through most economic environments. Today, I unveil the high-level thesis for the inclusion of Pro Medicus (ASX:PME), a company whose share price causes deep-value investors to spit their cornflakes back into the bowl. Continue…

    by Roger Montgomery Posted in Companies, Health Care, Stocks We Like.
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    • POSTED IN Companies, Health Care, Stocks We Like.
  • What will roar when the USD eventually reverses?

    Roger Montgomery
    October 20, 2022

    There is no question, as a consequence of the pandemic central banks employed radical unconventional monetary policy, alongside equally radical fiscal policy. In an ideal world, there would be no consequences, however every action must have a reaction. The reaction, with a substantial lag, of course, is inflation. Continue…

    by Roger Montgomery Posted in Global markets, Market commentary.
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    • POSTED IN Global markets, Market commentary.
  • 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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    • POSTED IN Investing Education, Montgomery News and Updates, Video Insights.
  • Discover how to value the best stocks and buy them for less than they’re worth.

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    “This is a book you simply must read.
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  • Is AMP an improving quality company with a strong valuation case?

    Roger Montgomery
    October 19, 2022

    One new addition in The Montgomery Fund and The Montgomery [Private] Fund is AMP Limited (ASX:AMP), and on its first mention this might seem like a controversial inclusion, but is it really? I cover the in brief the thesis for investing in AMP. Continue…

    by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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    • POSTED IN Companies, Editor's Pick, Stocks We Like.
  • MEDIA

    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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    • POSTED IN Companies, Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights.
  • Rising rates are crimping US and Aussie spending power

    Roger Montgomery
    October 18, 2022

    Rising interest rates in Australia and the U.S. are having a profound effect on discretionary spending and housing markets. In Australia, they’re also adding to mortgage stress. According to Roy Morgan research, 942,000 Australians are experiencing mortgage stress, and that figure will rise if rates keep heading north. The good news for investors is that equity markets usually bottom when the times are at their toughest. Continue…

    by Roger Montgomery Posted in Market commentary.
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    • POSTED IN Market commentary.
  • The Montgomery Fund’s investment thesis in Treasury Wine Estates

    Roger Montgomery
    October 18, 2022

    As part of Montgomery’s transition with Australian Eagle Asset Management, one of the new companies in The Montgomery Fund and The Montgomery [Private] Fund is Treasury Wine Estates (ASX:TWE). Here I’d share a high-level overview of the thesis for the inclusion of Treasury Wine Estates in the portfolios. Continue…

    by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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    • POSTED IN Companies, Editor's Pick, Stocks We Like.
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