This Christmas, give your loved ones financial intelligence. Buy two copies of Value.able for the price of one this Christmas. Discount code: XMAS24 BUY NOW
-
Why REA could be a better way to invest in property
Roger Montgomery
August 16, 2021
According to a recent rent report by Domain, gross rental yields have dived to around 4 per cent on the back of soaring property prices. This makes direct investment in property less appealing than it once was. But there are other ways to profit from Australia’s obsession with property. And one of those is via online real estate advertising company, REA Group (ASX:REA). Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Property, Stocks We Like.
- 2 Comments
- save this article
- 2
- POSTED IN Companies, Editor's Pick, Property, Stocks We Like.
-
Have you joined the de-carbonisation train?
David Buckland
August 13, 2021
In my recent interview with Gary Rollo, Portfolio Manager of the Montgomery Small Companies Fund Gary focused on the bull market associated with the decarbonisation thematic, the long-term fundamentals for Lithium and Copper and two stocks, Pilbara Minerals (ASX:PLS) and Aeris Resources (ASX:AIS). Continue…
by David Buckland Posted in Companies, Stocks We Like.
- save this article
- POSTED IN Companies, Stocks We Like.
-
Siemens Healthineers Lifts Outlook
Roger Montgomery
August 12, 2021
Polen Capital recently increased its holding in Siemens Healthineers as the company raised its guidance for the third time this year after sales of its rapid coronavirus testing kits reached a peak in the third quarter. Continue…
by Roger Montgomery Posted in Companies, Polen Capital, Stocks We Like.
- save this article
- POSTED IN Companies, Polen Capital, Stocks We Like.
-
How to cut small cap risk when inflation is on the rise
Roger Montgomery
August 11, 2021
Given the increasing threat of inflation, many investors are asking me what impact it will have on small companies. The quandary is that small caps are more volatile than large caps, but they can provide greater potential for long-term growth. For me, the answer lies in high quality stock selection. Continue…
by Roger Montgomery Posted in Companies, Market commentary.
- save this article
- POSTED IN Companies, Market commentary.
-
Discover how to value the best stocks and buy them for less than they’re worth.
NOW FOR JUST $49.95
buy nowSUBSCRIBERS RECEIVE 20% OFF WHEN THEY SIGN UP
“This is a book you simply must read.
The very best investors in the world are “value” investors.” -
Regulatory crackdown on the education sector and China related stocks
Roger Montgomery
August 10, 2021
As you know I am a big fan of the team at Polen having invested at the Australian inception of the Polen Capital Global Growth Fund. When the Chinese government articulated its love-hate relationship with the computer gaming industry and announced a crackdown on kids gaming it came as some relief to hear the Polen Capital team had made portfolio changes. Polen’s update follows, and it provides a valuable insight into the team’s processes and philosophy. Continue…
by Roger Montgomery Posted in Companies, Global markets.
- 2 Comments
- save this article
- 2
- POSTED IN Companies, Global markets.
-
Nick Scali’s online sales are still surging
Roger Montgomery
August 10, 2021
Another lockdown and this time 16 million people are tied to their computers at home with very little to do but work and shop online. There’s some merit in the idea that online shopping boomed during the first lock down because a) it was novel, b) the government was handing out money and c) the boss wasn’t looking over workers’ shoulders. This time around, while the boss remains absent the government isn’t being as generous. Continue…
by Roger Montgomery Posted in Companies, Consumer discretionary.
- save this article
- POSTED IN Companies, Consumer discretionary.
-
MEDIA
Roger Montgomery talks M&A opportunities with The Business
Roger Montgomery
August 9, 2021
Roger joined Alicia Barry on The Business to discuss why there is so much M&A actvitiy at the moment. The $39 billion takeover of Afterpay by US giant Square highlights the amount of cash in the market. Watch here.
by Roger Montgomery Posted in Editor's Pick, TV Appearances.
- save this article
- POSTED IN Editor's Pick, TV Appearances.
-
What can we expect from inflation?
Roger Montgomery
August 9, 2021
It has been noted by some economic observers that Fed Chairman Jerome Powell has, in 2021, been consistent in one aspect of his predictions about inflation; that he’s consistently wrong. The message, as we’ve discussed here at the blog throughout the year, is that inflation is transitory. Base effects will ensure inflation turns to disinflation with the passage of another year, and capitalism’s supply response will solve the bottlenecks in global commodity supply chains. Continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.
- 2 Comments
- save this article
- 2
- POSTED IN Editor's Pick, Global markets, Market commentary.
