Bond markets signal caution – time to pay attention READ HERE to learn more.
-
Polen Capital Global Growth Strategy is now available via Netwealth
Dean Curnow
September 21, 2021
Montgomery’s partnership with U.S. based Polen Capital celebrates its six-month anniversary this month. In March this year Montgomery launched the Polen Capital Global Growth Fund to Australian and New Zealand investors, and will be launching further capabilities with the Polen Capital team in the not-so-distant future. Continue…
by Dean Curnow Posted in Montgomery News and Updates.
- save this article
- POSTED IN Montgomery News and Updates.
-
Farewell to TK
Roger Montgomery
September 20, 2021
It is with mixed feelings that I announce Tim Kelley’s (aka ‘TK’) retirement from Montgomery Investment Management, effective 30 September 2021. Continue…
by Roger Montgomery Posted in Montgomery News and Updates.
- 8 Comments
- save this article
- 8
- POSTED IN Montgomery News and Updates.
-
How Evergrande the parent hurt Evergrande New Energy
Joseph Kim
September 20, 2021
One thing that has recently caught my eye has been the unravelling of China Evergrande Group – a conglomerate with over 100,000 employees spanning primarily real estate development but also new energy, property services and health amongst other industries. Continue…
by Joseph Kim Posted in Companies.
- save this article
- POSTED IN Companies.
-
WES commits to the health, wellbeing and beauty sector
David Buckland
September 17, 2021
It took the CEO, Rob “they’re not browsing” Scott, a little over nine weeks to arrive at the conclusion that if Wesfarmers (ASX:WES) are serious about using Australian Pharmaceutical Industries (ASX:API) as a springboard to enter the growing health, wellbeing and beauty sector, then its logical to increase the acquisition price. Continue…
by David Buckland Posted in Companies, Stocks We Like.
- save this article
- POSTED IN Companies, Stocks We Like.
-
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.” -
Why Centuria Capital is a beneficiary from the flood of liquidity into markets
Stuart Jackson
September 16, 2021
One theme we continue to follow is the impact of the ongoing flood of liquidity being provided to financial markets and the impact it is having on the value and demand for income generating assets. Continue…
by Stuart Jackson Posted in Companies.
- save this article
- POSTED IN Companies.
-
Montgomery launches Global Small and Mid Cap Fund with Polen Capital
Roger Montgomery
September 15, 2021
One of the most exciting parts of the market is the small and mid-cap space, where you can find companies that have grown their average annual earnings per share by a sustained 20 per cent. In the cases where these companies can also internally fund their growth, strong long-term investment returns typically follow. Continue…
by Roger Montgomery Posted in Montgomery News and Updates.
- save this article
- POSTED IN Montgomery News and Updates.
-
MEDIA
Weekend watchlist – Macquarie Telecom ASX:MAQ
Roger Montgomery
September 14, 2021
Roger joined Philip Muscatello on Shares for Beginners Weekend Watchlist to discuss Macquarie Telecom (ASX:MAQ) which is part of a global megatrend – data centres and the cloud. Global research and advisory firm Gartner estimates in 2022 there will be an estimated $1.3 trillion in IT spend that will be affected by the shift to the cloud and this figure is expected to grow in the low double digits for years to come. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Podcast Channel, Stocks We Like.
- 3 Comments
- save this article
- 3
- POSTED IN Companies, Editor's Pick, Podcast Channel, Stocks We Like.
-
Are we likely to see a correction or crash from the COVID-19 situation?
Roger Montgomery
September 13, 2021
Crashes tend to occur when investors are surprised by something. The unexpected or the ‘black swan’ event is what triggers fear and financial protectionism among investors. There are several reasons why I believe investors can be optimistic about the market over the next year or so, notwithstanding a temporary pull-back of 10-15 per cent is always possible and should be considered a normal part of every investors journey. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
- save this article
- POSTED IN Editor's Pick, Market commentary.
