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Ausbiz with Equity Mates: What we learnt from AGM season
Roger Montgomery
December 1, 2021
Roger joined Alec Renehan and Bryce Leske from Equity Mates on Ausbiz to discuss the thee key learnings from the recent AGM season. Results were generally better than expected, although margins have come under pressure in some areas and the retail sector has experienced a subdued start to FY22. Roger also identifies companies which stood out. Watch here.
by Roger Montgomery Posted in TV Appearances.
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Why we invest in both petrol stations and the EV revolution
Roger Montgomery
December 1, 2021
Despite the world speeding along on the road to electrification, we think the humble petrol station will still be needed for some years to come, particularly here in Australia. Which is why the Montgomery Small Companies Fund has invested in both Waypoint REIT (ASX:WPR), and mining companies producing the lithium that goes into electric vehicles batteries. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Ausbiz with Equity Mates: Inflation: friend or foe?
Roger Montgomery
November 30, 2021
Roger joined Alec Renehan and Bryce Leske from Equity Mates on Ausbiz to discuss the recent investor fears around inflation. Should investors be concerned now that the CPI in the United States has risen by more than 6 per cent in the past year? In this episode Roger identifies how to position your portfolio around all the news of inflation. Watch here.
by Roger Montgomery Posted in TV Appearances.
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The heat map: stick with high quality businesses with excellent growth prospects
David Buckland
November 30, 2021
The US-centric Polen Focus Growth Fund (not currently available for Australian investors) is coming around for its 33rd anniversary and in the period to 30 September 2021 it has delivered returns approaching 16 per cent per annum (gross), outperforming the S&P 500 by 4.8 per cent per annum. Continue…
by David Buckland Posted in Polen Capital.
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How to Track the Omicron Variant in Gauteng
Roger Montgomery
November 29, 2021
Gauteng, is the region of South Africa with the largest hospitals near to where Omicron was first observed. Before we talk Omicron, note new research from Paris based thinktank Institut économique Molinari (IEM) reveals countries that protect against COVID-19 do better economically. Continue…
by Roger Montgomery Posted in Global markets.
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New Zealand cash rates – the canary in the coal mine?
David Buckland
November 29, 2021
My son, Angus, ventured into the Sydney residential market at the beginning of the year acquiring a small apartment, with what I considered to be an enormous loan from one of the Big Four. At the time the fixed four-year home loan rate was around 1.95 per cent per annum. Today, the advertised rate has jumped 1.0 per cent per annum to around 2.95 per cent. This reflects the Australian four-year Government Bond yield moving up from 0.20 per cent at the beginning of 2021 to the current 1.32 per cent. Continue…
by David Buckland Posted in Global markets, Market commentary.
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Why we’ve invested in Integral Diagnostics
Andreas Lundberg
November 26, 2021
The Montgomery Fund recently invested in Integral Diagnostics (ASX:IDX), which provides medical imaging services at 67 radiology clinics across Australia and New Zealand. Our investment in IDX gives us exposure to an expanding business in the fast-growing digital imaging industry. The IDX share price has grown four-fold over the past five years, and we’re confident there’s more growth to come. Continue…
by Andreas Lundberg Posted in Companies, Health Care, Stocks We Like.
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Fear and Greed: the investor’s guide to inflation
Roger Montgomery
November 25, 2021
Roger joined Sean Alylmer on the Fear and Greed podcast to discuss the biggest unknown for markets at the moment – inflation and what this means for interest rates. Roger believes the Fed is right to say that this current bout of inflation is transitory and it will in fact pass.
by Roger Montgomery Posted in On the Internet, Podcast Channel.
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