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Why we continue to like NZ’s Freightways
Andreas Lundberg
February 25, 2022
You may not be familiar with New Zealand’s Freightways Ltd (NZX:FRE), but it’s a company The Montgomery Fund has held for a long time. Freightways has been a strong performer for many years, and we’re attracted to the diversity of the business and entrepreneurial drive. The recently released interim results point to a company that is well positioned for further growth. Continue…
by Andreas Lundberg Posted in Companies, Stocks We Like.
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War. What is it good for? Well, surprisingly, equities
Roger Montgomery
February 24, 2022
Edwin Starr’s classic 1969 anti-war song, War, asks: “War: What is it good for?” and responds emphatically “absolutely nothing.” It’s hard to argue with the sentiment. But it turns out Starr was not completely correct. You see, despite the terrifying carnage and destruction, war can often be a fruitful time to invest. Continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.
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Consolidation of the BNPL Sector appears imminent
David Buckland
February 22, 2022
With the ZIP Co Limited (ASX:Z1P) share price declining 81 per cent from $13 to $2.50, and the Sezzle Inc (ASX:SZL) share price declining 84 per cent from $11.40 to $1.80, it seems increasingly likely the Buy Now Pay Later (BNPL) sector will consolidate with a ZIP – Sezzle Inc merger. Continue…
by David Buckland Posted in Companies.
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The impact of inflation and interest rates on companies’ price to earnings ratios
Roger Montgomery
February 22, 2022
Currently-surging US inflation has triggered a dramatic move in interest rate expectations, which in turn have inspired equity investors to reassess the risk they are willing to adopt. In the space of seven months, US short-term interest rate expectations have moved materially. Continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.
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Musical chairs for Australian financial planners in 2021
Dean Curnow
February 21, 2022
If you only look at the headline data published annually by RainmakerLive on changes in the advice industry, 2021 will read much the same as 2020. The exodus from the advice space continued, with total registrations down 11 per cent in 2021, continuing the trend which saw 12 per cent of registered planners leave the industry in 2020. However, if you look underneath this data you will see some interesting trends continuing at the licensee level which are outlined below. Continue…
by Dean Curnow Posted in Financial Services.
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Goodman Group’s profit doubles
Roger Montgomery
February 18, 2022
Following on from material swings in the fortunes of property developers and managers including Dexus (ASX:DXS) and Vicinity Centres (ASX:VCX), Goodman Group (ASX:GMG) reported a doubling in profit for the first half of FY22. The Goodman Group result was very strong. Continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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GWA navigates the COVID-19 disruptions
Roger Montgomery
February 18, 2022
COVID-19 related labour shortages and supply chain disruptions are a constant theme this reporting season. And Brisbane-based GWA Group (ASX:GWA) – which imports and distributes bathroom and kitchen brands like Caroma, Dorf and Clark – was not immune. Despite these challenges, GWA was able to report a solid half-year result. Continue…
by Roger Montgomery Posted in Companies.
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MEDIA
ABC Nightlife: Is the market ripe for growth?
Roger Montgomery
February 17, 2022
Roger joined Philip Clark on ABC Nightlife to discuss why the market could be ripe for growth with many stocks undervalued after a dramatic monetary policy shift. Knowing how to invest in stocks is a smart move in 2022 considering how strong the stock market was in 2021. Listen here.
by Roger Montgomery Posted in Radio.
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