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Why our small caps team recently bought Accent Group
Roger Montgomery
October 5, 2021
The addition of Accent Group to our Montgomery Small Companies Fund portfolio reflects the opportunity apparent from a domestic reopening right before Christmas. Our confidence surrounding a recovery has grown somewhat as we witness an impressive acceleration in both first dose and second dose vaccinations, particularly in the most populous states of New South Wales and Victoria. Continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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An update of markets and commodities to 30 September
David Buckland
October 1, 2021
Given the sell-off in bond yields so far this year, rising inflationary expectations, and the collapse of the Evergrande Group in China, it is unsurprising many global share market indices took a breather and recorded a lacklustre September 2021 quarter in terms of performance. Of the major markets, the Hong Kong Hang Seng Index was down 14.4 per cent whilst the Indian Sensex Index was up by 12.0 per cent. Continue…
by David Buckland Posted in Market commentary.
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A breakdown of the Polen Capital Global Small and Mid Cap Fund
David Buckland
September 29, 2021
Last week, Scott Phillips and I held a webinar introducing the proposed Polen Capital Global Small and Mid Cap Fund. We were joined by three members from Polen Capital, Paul Williams, Troy Renauld CFA and Rob Forker. Based in Boston, the Polen Capital Small and Mid Cap Growth team is focused on populating the portfolio with the best 25-35 global stocks. Continue…
by David Buckland Posted in Montgomery News and Updates.
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Wesfarmers: Likely to go to Round Three
David Buckland
September 28, 2021
Wesfarmers (ASX: WES) committed themselves to the Health, Wellbeing and Beauty Sector when, after nine weeks consideration, they increased the price they were prepared to pay for API Pharmaceuticals (ASX: API) by 12.3 per cent (or $83 million of value) from $1.38 to $1.55 per share. Continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like.
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How Macquarie’s Ric Deverell sees key macro trends playing out
Roger Montgomery
September 27, 2021
Ric Deverell is the highly respected Chief Economist and Global Head of Macro Strategy at Macquarie Group. So when he talks, it pays to listen. Last week, he presented his observations on macro issues like global economics and inflation, the pandemic, the Australian economy, China and the bond market. Here are the key take-outs from his presentation. Continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.
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Montgomery’s Reporting Season Review
Roger Montgomery
September 24, 2021
Our domestic equities Portfolio Managers presented a live webinar for our clients this week discussing several themes that emerged during the recent reporting season. The Retail, Insurance and Bank sectors delivered a positive surprise, while Health, Staples and Utilities disappointed versus consensus. Continue…
by Roger Montgomery Posted in Montgomery News and Updates.
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Why there’s a positive outlook ahead for IMDEX
Dominic Rose
September 24, 2021
IMDEX (ASX:IMD) delivered an impressive set of results for the financial year to 30 June 2021, which materially beat expectations and led to broker forecast upgrades. The two key points from the update include revenue growth of 11 per cent and EBITDA was up 39 per cent. Continue…
by Dominic Rose Posted in Montgomery Small Caps Management Video Series, Video Insights.
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Ever (Not) Grande
Roger Montgomery
September 23, 2021
Investors will have seen the US market falls on Monday (Monday night for Aussie investors) in reaction to the spiralling debt default story that is China’s largest property developer Evergrande. Continue…
by Roger Montgomery Posted in Global markets.
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