Bond markets signal caution – time to pay attention READ HERE to learn more.
-
MEDIA
Ausbiz: Urea 101: we are running low and why does that matter
Roger Montgomery
December 11, 2021
In this video for Ausbiz Roger discusses how the major shortage of urea could impact our diesel buses, trucks and farm equipment. With a potential reduction in vehicles on the road, our farming and logistics could be impacted. Watch here.
by Roger Montgomery Posted in TV Appearances.
- save this article
- POSTED IN TV Appearances.
-
Why we should be worried about the AdBlue shortage
Roger Montgomery
December 10, 2021
If you haven’t already heard about the looming shortage of AdBlue, you soon will. You see, AdBlue, is needed to run the diesel engines of trucks and farm machinery and hospital generators. And, according to some industry players, Australia will run out in February 2022. So this is a major problem, and could lead to a national transport crisis. Continue…
by Roger Montgomery Posted in Editor's Pick, Energy / Resources, Manufacturing.
- 1 Comments
- save this article
- 1
- POSTED IN Editor's Pick, Energy / Resources, Manufacturing.
-
EML Payments – regulatory concerns appear to be easing
Dominic Rose
December 10, 2021
Regulatory uncertainty has been a material overhang for EML Payments’ (ASX:EML) share price since back in mid-May 2021 when the FinTech first informed the market that the Central Bank of Ireland (CBI) had raised significant regulatory concerns relating to the recently acquired Prepaid Financial Services (PFS) business’s anti-money laundering and counter terrorism financing (AML & CTF) risk and controls. Continue…
by Dominic Rose Posted in Companies, Stocks We Like.
- 2 Comments
- save this article
- 2
- POSTED IN Companies, Stocks We Like.
-
How much energy is Bitcoin mining really using?
Andreas Lundberg
December 9, 2021
If Bitcoin mining were a country, it would rank as the world’s 55th largest electricity consuming nation, just ahead of New Zealand. And that’s the best-case scenario. In reality it could rank even higher. Continue…
by Andreas Lundberg Posted in Foreign Currency.
- 1 Comments
- save this article
- 1
- POSTED IN Foreign Currency.
-
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.” -
Has the BNPL bubble finally burst?
Roger Montgomery
December 8, 2021
If you’re a long-term holder of Buy Now Pay Later (BNPL) stocks, right now, we are witnessing the decline of this over-inflated sector. It highlights, yet again, the importance of focusing on quality businesses, rather than chasing the latest fad stocks. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
- save this article
- POSTED IN Companies, Editor's Pick.
-
Why Megaport is one of the biggest holdings in the Montgomery Small Companies Fund
David Buckland
December 7, 2021
In this week’s video insight David interviews portfolio manager of the Montgomery Small Companies Fund Gary Rollo to discuss Megaport (ASX:MP1). Megaport has a market capitalisation of around 3.4 billion and the share price has increased 33 per cent in the past 6 months. Gary discusses the businesses’ competitive advantage and why we believe business growth will accelerate over the next couple of years. Continue…
by David Buckland Posted in Companies, Stocks We Like, Video Insights.
- watch video
- 3 Comments
- save this article
- 3
- POSTED IN Companies, Stocks We Like, Video Insights.
-
MEDIA
Ausbiz with Equity Mates: Predictions for 2022
Roger Montgomery
December 6, 2021
Roger joined Alec Renehan and Bryce Leske from Equity Mates on Ausbiz to discuss what to expect from markets in 2022. Markets tend to correct seriously when something completely unexpected transpires. Roger believes 2022 will be another good year for equities. Find out why in this interview. Listen here.
by Roger Montgomery Posted in On the Internet, TV Appearances.
- READ ONLINE
- save this article
- POSTED IN On the Internet, TV Appearances.
-
What bicycle prices tell us about today’s inflation numbers
Roger Montgomery
December 5, 2021
In a sign that inflation may be stickier than once thought, Federal Reserve Chairman, Jerome Powell, no longer describes it as ‘transitory’. And if you’ve been shopping for a bicycle of late, you’d probably agree. This is highlighted in a recent story by The Wall Street Journal, which gives a fascinating insight into the impact on prices of pandemic-inspired goods demand, and supply chain bottlenecks. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
- 1 Comments
- save this article
- 1
- POSTED IN Editor's Pick, Market commentary.
