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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IMDEX Limited (ASX:IMD) recently delivered a solid first quarter update to the market after delivering a record revenue in the period to March 2020. In the latest small cap management video series, Dominic Rose catches up with Chief Executive Officer, Paul House to discuss the outlook for the company and the optimism they see in the mining sector. Continue…

by Dominic Rose Posted in Editor's Pick, Montgomery Small Caps Management Video Series, Video Insights.

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by Roger Montgomery's Team Posted in Old Content.

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When Joe Biden emerged as the 46th US president, democratic nations including Germany, Japan and the UK are reported to have breathed a collective sigh of relief.  Political leanings aside, what does Biden’s win mean for investors, and how might it affect a rotation out of growth and into value or cyclical stocks? Continue…

by Roger Montgomery Posted in Editor's Pick, Global markets.

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For much of the last hundred years or so, investment decisions have tended to be framed primarily in terms of a hard-nosed assessment of just one thing – shareholder value. Continue…

by Tim Kelley Posted in Investing Education.

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With interest rates hovering near zero, and growth stocks looking toppy, it’s getting tougher for investors seeking a reasonable return. Thankfully, there are some fairly priced businesses in unloved parts of the market that are still offering a decent yield. Continue…

by Roger Montgomery Posted in Companies.

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