At Montgomery we have always kept an eye on the residential property market. While it’s important to many as an investment market in its own right, it also influences consumer behaviour and its significance in terms of the nation’s wealth makes it critical from a fiscal and monetary policy perspective. Continue…

by Roger Montgomery Posted in Property.

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In a year full of big moves and volatile share prices, last Tuesday saw one of the biggest disparities in the share price performance of the so called “growth vs value” stocks. The spark was the announcement from the Pfizer and BioNTech’s vaccine, which led to a significant rotation into the traditional “value” stocks, funded largely by profit taking in many growth stocks. Continue…

by Joseph Kim Posted in Companies, Market commentary.

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Wesfarmers’ (ASX:WES) trading update for the first four months of FY21 showed the robustness of its retailing businesses. Sales growth for its two best-known brands, Bunnings and Officeworks, was particularly strong, as was the performance of its online channel, Catch. Continue…

by Stuart Jackson Posted in Companies, Stocks We Like.

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by Roger Montgomery's Team Posted in Old Content.

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Macquarie Telecom (ASX:MAQ) is a leading Australian telecom and datacentre provider. Its datacentre business is booming as more and more organisations shift their computing architecture to the Cloud.  Now, a major new expansion project promises to propel the business to even greater heights. Continue…

by Gary Rollo Posted in Companies, Stocks We Like.

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For several months now, many Australian farmers have been complaining they can’t get enough workers to pick their fruit and vegetables. The problem: Australia’s international border closure has cut off their usual supply of cheap overseas labour. Is this just a short-term issue, or a sign of bigger problems facing the rural sector? Continue…

by Andreas Lundberg Posted in Companies.

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by Roger Montgomery's Team Posted in Old Content.

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Wow, what a week! Pfizer announces it has a vaccine almost set to go, and hasn’t the market reacted! Happily for our investors, The Montgomery Fund has already pivoted towards a post-pandemic world: we’ve cut cash to a record low and invested in some businesses beaten down by enforced lockdowns. Continue…

by Roger Montgomery Posted in Global markets, Market commentary.

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