This week, i joined the 'Equity mates' podcast to discuss the current state of the market LISTEN NOW
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Why it’s so hard to pick the market direction right now
Roger Montgomery
June 22, 2020
In a recent interview, Peter Switzer asked me if I was a bull or a bear. It’s a simple question, but one that requires a nuanced response. Because these are complex and unprecedented times for investors. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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MEDIA
Why has the stock market been so wild in 2020?
Roger Montgomery
June 22, 2020
Roger joined Kylie Purcell to discuss the market crash at the beginning of the year, and why by April markets had rebounded on the expectation for a V shaped recovery. The expectation for a V-Shaped economic recovery seems irrational. The question now is how long governments and central banks can continue to prop up companies and employees that aren’t getting any business.
Please click here for the full interview.
by Roger Montgomery Posted in On the Internet.
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A recap of the bids made for Infigen Energy
Gary Rollo
June 19, 2020
Our readers know we like the Infigen Energy (ASX:IFN) equity story; IFN is a renewable electricity generator and it offers a way to play the green theme here in Australia. We shared our investment thesis in an article posted in early February, a lot has happened since then. Here’s why we have sold and moved on. Continue…
by Gary Rollo Posted in Companies.
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Here’s a story worth telling
Scott Phillips
June 17, 2020
There is a popular aphorism in investing circles that originally came from Winston Churchill; “never let a good crisis go to waste.” While the human and economic costs of the COVID-19 crisis remain current, Gary Rollo and Dominic Rose, the team behind the Montgomery Smaller Companies Fund have quietly taken advantage of the dislocation to establish the ground work for what might become an enviable track record. Continue…
by Scott Phillips Posted in Editor's Pick, Montgomery News and Updates.
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One opportunity we found during this crisis – Bapcor
Dominic Rose
June 17, 2020
During the recent market rout, the Montgomery Small Companies Fund picked up several high-quality small caps with solid growth potential at bargain prices. One standout is leading auto parts distributor, Bapcor (ASX:BAP), which has since rebounded strongly. Continue…
by Dominic Rose Posted in Companies, Stocks We Like.
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