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Two stocks we like in the lithium and copper space
David Buckland
August 5, 2021
In this week’s video insight David interviews portfolio manager of the Montgomery Small Companies Fund Gary Rollo to discuss the significant tailwind of decarbonisation and the ramifications for Lithium and Copper. The two stocks in focus include Pilbara Minerals (ASX:PLS) and Aeris Resources (ASX:AIS) and which, on a combined basis, make up more than 5 per cent of the Montogmery Small Companies Fund portfolio. Continue…
by David Buckland Posted in Companies, Stocks We Like, Video Insights.
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Australia’s COVID-19 National Plan charts our way back to normal
Roger Montgomery
August 4, 2021
Finally, Australia’s vaccine rollout is beginning to gain traction. In July, around 4.5 million vaccinations were administered – more than double the rate achieved in May. While we’re still playing catch-up with other countries, like Israel, the UK and USA, it’s heartening to see we are working our way back to life as we once knew it. The aim now is to get 80 per cent of the population fully vaccinated as fast as possible. Continue…
by Roger Montgomery Posted in Market commentary.
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Why asset price inflation is set to continue
Roger Montgomery
August 3, 2021
Soaring house prices in Australia and overseas are but one aspect of the asset price inflation that is now gripping much of the world. While this may be good for the owners of those assets, it is leading to increased inequality within and between countries. And that’s a phenomenon that, history shows, often ends badly. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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The Australian’s Money Cafe – Why the takeover boom is only starting
Roger Montgomery
August 2, 2021
Roger Montgomery joined James Kirby in this episode of The Australian’s Money Cafe to discuss how to find value on the ASX, whether the capital city property market is expensive or relative, and a share market ‘pick’ ready to reward for years to come.
by Roger Montgomery Posted in Podcast Channel.
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Chinese afterschool tutoring industry given the regulatory cane
David Buckland
July 30, 2021
The Chinese government has just released a number of new regulations for its USD $100 billion after school tutoring industry (AST). The new regulations effectively eliminate most of the sector and materially impair the current capital deployed in these industries. Continue…
by David Buckland Posted in Companies.
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Are we about to see a profit and dividend bonanza?
Andreas Lundberg
July 30, 2021
We are about to enter reporting season, when most of our listed companies report their results for the prior financial year. With stock market indices at all-time highs, it looks like the market is expecting many of our larger companies to come out with solid earnings and dividend announcements. Perhaps more interesting will be their forecasts for the year ahead. Continue…
by Andreas Lundberg Posted in Companies, Market commentary.
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August 2021 Reporting Season Calendar
Roger Montgomery
July 29, 2021
August 2021 reporting reason is a bit of an unusual one – we’ve never really had so much information going in. We can generally expect a very buoyant reporting season and a bit of a dividend bonanza. We estimate earnings and dividends for CY21 will come in at least 15 per cent higher than the peak calendar year 2018. Continue…
by Roger Montgomery Posted in Companies.
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What should we expect from reporting season 2021?
Roger Montgomery
July 29, 2021
Profit season unofficially kicked off this week with half-year results from diversified resources behemoth Rio Tinto yesterday. Perhaps the most insightful observation is the lack of downgrades during confession season. Continue…
by Roger Montgomery Posted in Companies.
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