When the COVID-19 crisis began, cruise lines were one of the first industries to be sold off.  But how times change as in the northern hemisphere passenger numbers and bookings are picking up again.  With the share prices of the listed cruise lines still in the doldrums, is it time for investors to get back on board? Continue…

by Roger Montgomery Posted in Companies, Editor's Pick.

• 5 Comments
• save this article
• 5
• POSTED IN Companies, Editor's Pick.

Chairman of the Eastern Suburbs District Rugby League Football Club (colloquially known as the Sydney Roosters), Nick Politis, has joined other transport investors in the proposed $700 million electric vehicle manufacturing hub planned for Moss Vale, 130 kilometres south-west of Sydney. Continue…

by David Buckland Posted in Manufacturing.

• save this article
• POSTED IN Manufacturing.

Roger joined Ross Greenwood on The Money Minutes to discuss where market risks lie and how savvy investors should be thinking about inflation and interest rates. With the Federal Budget set to pump billions into the economy, how have investors reacted to this news and the tax cuts noted on the agenda?

by Roger Montgomery Posted in Radio.

• LISTEN
• save this article
• POSTED IN Radio.

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.

With interest rates heading to zero, keeping your money in the bank has become a poor way to increase – or even preserve – your wealth. A better strategy, I believe, is a well-chosen portfolio of stocks. In this blog, I highlight three types of businesses that should provide compelling returns in the years to come. Continue…

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

• 6 Comments
• save this article
• 6
• POSTED IN Editor's Pick, 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.

Back in 2002 Alliance Aviation Services (ASX:AQZ) commenced flying with just two aircraft. Today, the operating aircraft fleet size has grown to 43, with a further 14 new aircraft set to arrive in the next 12 months. AQZ’s business is literally flying! The company operates fly-in fly-out charter services for Australian mining companies and a range of ancillary aviation services, and has a strong track record of consistent profits and growth.  AQZ delivered record profits in FY20 despite the global COVID pandemic. The aviation market is very cyclical, boom and bust, so how has Alliance developed such a remarkable track record? Continue…

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

• watch video
• save this article
• POSTED IN Montgomery Small Caps Management Video Series, Video Insights.

The typical balanced portfolio being a 60/40 mix of growth assets to defensive (bonds) has been a mainstay of investors for many decades. But with 10-year Australian government bond yields at just 0.84 per cent and inflation running somewhere around 1.8 per cent (as seen in Figure 1), the return you get on the yield from your risk free Australian 10 year treasury bond is trailing inflation by around 1 per cent per annum. Continue…

by Scott Phillips Posted in Investing Education.

• save this article
• POSTED IN Investing Education.