One of the big winners emerging from the recent reporting season has been higher quality, small-cap retail stocks. These companies have benefited from increased spending in goods and durables, as spending generally ear-marked for services (including transport and travel) reduced with lockdown measures – i.e. “higher share of wallet.” Continue…

by Joseph Kim Posted in Companies, Consumer discretionary, Stocks We Like.

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Gary Rollo joined Chris Stott and Matthew Kidman on Livewire’s Buy Hold Sell to discuss companies developing products for the needs of a large population. Three small caps with exposure to this thematic include City Chic Collective, Megaport and EML Payments. Are they all buys?

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by Gary Rollo Posted in On the Internet.

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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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When we started the Montgomery Small Companies Fund 12 months ago, data centre operator NEXTDC (ASX:NXT) was one of the first businesses we bought.  On our analysis, the shares were cheap.  One year on and the share price has almost doubled.  NXT continues to be a great business but, at current prices, is it still a good investment? Continue…

by Gary Rollo Posted in Companies, Editor's Pick, Stocks We Like.

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New data from the Commonwealth Bank and ANZ confirms what you likely already knew – COVID-19 has spurred a major change in our spending habits. However, some of the retailers that have thrived during the lockdowns may find the going tougher in the months ahead. Continue…

by Roger Montgomery Posted in Market commentary.

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by Roger Montgomery's Team Posted in Old Content.

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One of my favourite childhood books was Dr Suess’s ‘Wacky Wednesday’ in which a boy wakes to find everything in the world is inside out, upside down or simply not as it should be. In the stock market these days, it seems every day is like Wacky Wednesday. But, like in the book, how long before we wake to find Wacky Wednesday has finally come to an end? Continue…

by Roger Montgomery Posted in Market commentary.

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