In this episode of ABC Nightlife Roger joined Philip Clark to talk about the Australian housing market and investing in a post COVID-19 world. Many government incentives and schemes offered by both the national and state governments released this year have been to support the property market. Are Australian house prices on track to surpass pre-COVID levels in 2021? Listen here.

by Roger Montgomery Posted in Radio.

• LISTEN
• save this article
• POSTED IN Radio.

In this week’s video insight Stuart discusses Universal Store Holdings, a recent listing on the ASX.  While apparel has generally been a lagging segment of the retail market this year, casual and active wear have been the stronger components within the apparel market. Universal’s focus on streetwear has helped to through this period. Despite a material impact on sales during the lockdown period, Universal has performed very well with store sales bouncing back to year-on-year growth just 2 weeks after the 5-week lockdown ended. Continue…

by Stuart Jackson Posted in Companies, Stocks We Like, Video Insights.

• watch video
• save this article
• POSTED IN Companies, Stocks We Like, Video Insights.

A new report by the Australian Competition and Consumer Commission (ACCC) has found that, as a whole, Australians are paying too much interest on their mortgages. How much too much? Well, according to a conservative estimate, as a nation we are likely paying at least $10 billion per year more than we need to. Thankfully, there are steps to take to get a better rate. Continue…

by Andreas Lundberg Posted in Property.

• 2 Comments
• save this article
• 2
• POSTED IN Property.

The good news on COVID-19 vaccines strengthens the case for a global equities boom in 2021.  But where will the biggest gains be found?  In beaten-down cyclicals, ‘re-openers’ and other firms smashed by the temporary lockdowns? Or in the so-called ‘pandemic darling’ tech stocks? Continue…

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

• save this article
• POSTED IN Editor's Pick, Market commentary.

Surging commodity prices and a deep infrastructure pipeline support a positive medium-term outlook for contractors, a sector which has broadly lagged the market recovery. Here, we share our preferred businesses – we favour players with strong management teams, scaled business with ability to take market share as the cycle strengthens.
Continue…

by Dominic Rose Posted in Companies, Editor's Pick, Stocks We Like.

• 2 Comments
• save this article
• 2
• POSTED IN Companies, Editor's Pick, Stocks We Like.

by Roger Montgomery's Team Posted in Old Content.

• Enter your password to view comments.
• save this article
• Enter your password to view comments.
• POSTED IN Old Content.

Gary joined Chris Judd on Talk Ya Book to discuss Alliance Aviation (ASX:AQZ), a company that provides contract, charter and aviation services. The company has operational bases in five of Australia’s capital cities and a further three in the Queensland regional centres of Townsville, Rockhampton and Cairns. As the business grows its fleet, with the strategic acquisition of 14 aircraft in August 2020, we expect the share price should follow those additional earnings as its capacity increases. Continue…

by Gary Rollo Posted in Montgomery Small Caps Management Video Series.

• save this article
• POSTED IN Montgomery Small Caps Management Video Series.

by Roger Montgomery's Team Posted in Old Content.

• Enter your password to view comments.
• save this article
• Enter your password to view comments.
• POSTED IN Old Content.