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Some encouraging updates from Avita Medical
Joseph Kim
June 30, 2021
If you are a longer-term shareholder of Avita Medical (ASX:AVH), it is likely you would have experienced a rather disappointing journey over the past 12 months. COVID-19 and lockdowns in the US have stymied the RECELL roll-out just as it was gaining steam, as well as preventing recruitment for its various label extension plays in vitiligo, paediatric scalds and wound care. Continue…
by Joseph Kim Posted in Companies, Health Care, Stocks We Like.
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oOh!Media screens as a cheap recovery story
Dominic Rose
June 29, 2021
Economic reopening and cyclical reflation trades have rewarded investors handsomely over the past six months or so, particularly those offering immediate leverage to the stronger than expected demand recovery scenario currently playing out. Continue…
by Dominic Rose Posted in Companies, Stocks We Like.
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MEDIA
Small caps are a buy. Roger that.
Roger Montgomery
June 28, 2021
Roger joined Ausbiz to discuss three small cap ideas. Investing in smaller companies not only offers the opportunity to benefit from company ownership, but there is also potential for rapid growth. You can find the three small caps Roger believes will be a good addition to the portfolio here.
by Roger Montgomery Posted in Editor's Pick, TV Appearances.
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Top small cap ideas
Roger Montgomery
June 28, 2021
It is always interesting chatting about the big macroeconomic forces impacting and influencing corporate profits, property prices and job prospects. But our main game is investing. And investing in smaller companies not only offers the opportunity to benefit from company ownership, there’s the potential bonus of rapid growth, long-term growth or both. Continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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National Storage REIT: Resilience and Growth
Gary Rollo
June 25, 2021
Despite a challenging backdrop through COVID, National Storage REIT (ASX:NSR) has continued its strong trajectory into 2H FY21, supported by market conditions and ongoing portfolio optimisation. The self-storage sector has demonstrated its resilience through COVID and is benefitting from changes to how people live and work. Continue…
by Gary Rollo Posted in Editor's Pick, Montgomery Small Caps Management Video Series, Video Insights.
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MEDIA
ABC Nightlife – investments and global markets
Roger Montgomery
June 24, 2021
In this episode of ABC Nightlife Roger joined Philip Clark to discuss if the bullish conditions for equities will continue into 2022. If inflation fears and fears about interest rates going up take hold, it could cause markets to stall. Although Roger believes that long term we will be in a world of lower inflation and wage growth. Listen here.
by Roger Montgomery Posted in Radio.
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Montgomery Small Companies Fund – Active management in action
Dean Curnow
June 24, 2021
What does active management look like in the modern era? There are many ways to assess how active a manager actually is – from comparing their active share (or common holdings) or sector over/underweights versus the index, or the turnover rate of their underlying holdings, to name a few. Continue…
by Dean Curnow Posted in Investing Education.
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Two types of growth: organic and acquisition
Stuart Jackson
June 23, 2021
In this week’s video insight Stuart discusses how the value of a company’s growth is determined and identifies two types of growth organic and acquisition. If one company is generating growth by investing in its own assets, it is likely to have a marginal return on capital that is greater than a company that is acquiring its growth by buying other businesses.
by Stuart Jackson Posted in Video Insights.
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