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.

The coronavirus pandemic and associated lockdowns have put a rocket under e-commerce adoption in Australia, boosting the sales of companies with strong digital platforms – like Adairs and Temple & Webster. But how much further can e-commerce penetration go?  The experience of other developed nations gives a pretty clear indication. Continue…

by Roger Montgomery Posted in Companies, Consumer discretionary.

• 1 Comments
• save this article
• 1
• POSTED IN Companies, Consumer discretionary.

For obvious reasons, much of 2020 was a quiet time for ASX IPOs: the uncertainty caused by the COVID-19 pandemic made for a challenging investment environment – one that only a brave business owner would want to list into. Continue…

by Tim Kelley Posted in Companies.

• save this article
• POSTED IN Companies.

In this week’s video insight Joseph discusses the recent performance of the retail sector and how reopening economies may impact retail performance. Government support drove an increase to spending on goods while services such as restaurants and travel were restricted. What will happen once government stimulus ends?

Continue…

by Joseph Kim Posted in Companies, Editor's Pick, Video Insights.

• watch video
• save this article
• POSTED IN Companies, Editor's Pick, Video Insights.

You’ve probably heard bullish commentators argue that declining interest rates explain, and justify, the extraordinary price to earnings (PE) multiples being paid for growth stocks.  Many of these commentators also maintain that, because rates are going to stay lower for longer, these stocks are a defensive, sensible, and even safe investment.  But are they right? Continue…

by Roger Montgomery Posted in Editor's Pick, Investing Education.

• save this article
• POSTED IN Editor's Pick, Investing Education.

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.

The share prices of growth companies – particularly quality businesses such as the much heralded FAAMGs – have been on a tear since March. How much further could they go?  Well, quite a bit further I think, if rates stay low and governments keep providing financial support. Continue…

by Roger Montgomery Posted in Global markets, Market commentary.

• 2 Comments
• save this article
• 2
• POSTED IN Global markets, Market commentary.

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.