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Could the NBN be leapfrogged by 5G?
Andreas Lundberg
November 4, 2020
The rollout of Australia’s National Broadband Network (NBN) has copped plenty of criticism, and some of it’s probably justified. For a start, it’s neither particularly cheap nor fast – being ranked 61 in the world for average download speed, just behind Vietnam. Which leaves it vulnerable to being displaced by the new kid on the block: 5G. Continue…
by Andreas Lundberg Posted in Editor's Pick, Technology & Telecommunications.
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Good times ahead for Ingenia Communities
Gary Rollo
November 3, 2020
Ingenia Communities Group (ASX:INA) is a diversified real estate investment trust with a portfolio of assets covering lifestyle, tourism and retirement living. With a strong balance sheet, and tailwinds from rising domestic tourism and an ageing population, its future prospects look strong. Continue…
by Gary Rollo Posted in Companies, Stocks We Like.
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What to make of ANZ’s profit result
Stuart Jackson
November 3, 2020
Investors in Australia’s major banks have had a tough year. Bank profits – and their dividends – have been pummelled by fines emanating from the financial services royal commission and AUSTRAC investigations, as well as the COVID-19 recession. However, the recently announced full-year profit result from ANZ may put some fears to rest for now. Continue…
by Stuart Jackson Posted in Companies, Financial Services.
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Investing my personal super in the Montgomery Small Companies Fund
Dean Curnow
November 2, 2020
A question we often get asked at the Montgomery office is whether one can invest their personal super directly in our suite of strategies. Whilst Montgomery is a specialist equity investment manager with an Australian Financial Services License (AFSL), we are not a super trustee. A super trustee therefore sits as an access medium between investors and investment managers, and on this basis have a unique set of responsibilities. Continue…
by Dean Curnow Posted in Investing Education.
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Why investors shouldn’t fear a Biden victory
Roger Montgomery
October 30, 2020
As the world anxiously awaits the result of the upcoming US presidential election, many commentators have predicted that a Democrat win will have an adverse effect on stock market returns. But some recent polling suggests that any negative impact will not be that great. Continue…
by Roger Montgomery Posted in Global markets.
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How much bigger can e-commerce get?
Roger Montgomery
October 29, 2020
The coronavirus pandemic and associated lockdowns have put a rocket under e-commerce adoption in Australia, boosting the sales of companies with strong digital platforms – like Adairs and Temple & Webster. But how much further can e-commerce penetration go? The experience of other developed nations gives a pretty clear indication. Continue…
by Roger Montgomery Posted in Companies, Consumer discretionary.
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