by Roger Montgomery's Team Posted in Old Content.

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The good news on coronavirus vaccines has boosted the value of travel stocks, like Flight Centre (ASX:FLT), Webjet (ASX:WEB) and Corporate Travel (ASX:CTD). While a return to normal is still a fair way off, many investors clearly don’t seem to mind, and are looking ahead to better times. So, are they being realistic, or is this a case of irrational exuberance? Continue…

by Joseph Kim Posted in Companies.

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by Roger Montgomery's Team Posted in Old Content.

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The COVID-19 lockdowns brought massive changes to consumer behaviour this year.  Now, the economic re-opening is bringing a new set of changes.  These should benefit many of the consumer businesses that suffered during the lockdowns, thus providing some great opportunities for investors.  Let’s look at some of the businesses that should thrive in 2021. Continue…

by Roger Montgomery Posted in Companies, Consumer discretionary.

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If you think residential real estate in our major cities is already too expensive, then hang onto your hat. Because I think the conditions are right for home prices to explode.
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by Roger Montgomery Posted in Editor's Pick, Property.

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by Roger Montgomery's Team Posted in Old Content.

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by Roger Montgomery's Team Posted in Old Content.

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In this week’s video insight Gary Rollo introduces the options for investing in one of the strongest themes in the market, decarbonisation of the global economy or the Green Theme. We are fortunate to have an investment universe that provides a range of options, from sustainable carbon free electricity generators, to recycling assets, to feedstock producers for energy storage and batteries that go into Electric Vehicles. An area of focus is battery minerals players.

by Gary Rollo Posted in Editor's Pick, Video Insights.

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