On Monday, Dominos Pizza (ASX:DMP) was the latest Australian company to join the $100 share price club, joining the likes of luminaries such as healthcare leaders CSL and Cochlear, financial powerhouse Macquarie Group, mining giant Rio Tinto and tech leaders Afterpay, Xero and REA Group. Continue…

by Joseph Kim Posted in Companies.

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In this week’s video insight Tim discusses the investment appeal of long-term compound growth and shares a company that we think has outstanding growth potential and is trading at a level that may not fully reflect its potential. The company is ASX-listed Megaport, which is a world leader in an emerging growth industry – Networking as a Service. Continue…

by Tim Kelley Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.

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The success of the Australian superannuation system, envied by most governments around the world has now grown to encompass close on $3 trillion of assets. This is broadly split between three different types of fund – Public Sector/Industry/ Corporates, Retail and Self Managed Super Funds (SMSF). The proponents of each type often battle it out in the court of public debate as to the merits of each type and one of the fronts of attack is often on the topic of cost! Continue…

by Scott Phillips Posted in Financial Services.

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After 37 years of declining interest rates that have fuelled asset price increases but laid waste to lower-risk income streams, it is perhaps surprising that now should be the time to be discussing dividends. But dividends are back in the spotlight, in no small part due to pronouncements by central bankers including the US Federal Reserve’s Jerome Powell and the Reserve Bank of Australia’s Phillip Lowe that low short-term rates are here to stay, perhaps for years. Continue…

by Roger Montgomery Posted in Companies, Financial Services.

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by Roger Montgomery's Team Posted in Old Content.

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The impact from COVID-19 on Emerging Markets has, in many ways, been even more severe than the developed world. Many middle and low income countries have struggled to contain the outbreak, let alone report the infections and deaths with any degree of accuracy. Medical resources, which in most cases are in limited supply, have been stretched.  Government ordered lockdowns have crippled livelihoods where few safety nets exist. Continue…

by David Buckland Posted in Emerging Markets, Market commentary.

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In this second interview, Gary Rollo and Bernard Wilson Chief Executive Officer of Cashrewards discuss the unit economics and the growth strategy post the company’s IPO. Continue…

by Gary Rollo Posted in Companies, Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights.

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Over the last few months, increased risk-taking by investors has led to ballooning prices for loss-making businesses, IPOs in unprofitable firms, and speculative ‘assets’ like cryptocurrency. This is usually a signal that the market is too hot, and is due for a correction. Is the market at risk of an imminent collapse?  Continue…

by Roger Montgomery Posted in Editor's Pick, Market commentary.

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