As with everything else, there are two camps when it comes to investment conditions today. There are two camps regarding whether the market is expensive (it probably is), whether economic conditions are deteriorating or improving, whether governments and central banks can continue Keynesian intervention indefinitely, and there’s two schools of thought as to whether there’ll be a vaccine. Continue…

by Roger Montgomery Posted in Companies.

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by Roger Montgomery's Team Posted in Old Content.

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Global share markets are being held aloft partly by the hope of a coronavirus vaccine coming sometime soon. But new research shows many people – including around 50 per cent of Americans – could refuse to get a jab. If that happens, then is it possible that what we are now living through will be the new normal? Continue…

by Roger Montgomery Posted in Global markets, Market commentary.

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When it comes to investing, we’re not big fans of airlines.  But in the case of Alliance Aviation Services (ASX: AQZ), we’re happy to make an exception. You see, Alliance operates fly-in fly-out charter services for Australian mining companies, and its flights are in demand. With high returning business and strong cash generation, we think there’s a lot to like. Continue…

by Gary Rollo Posted in Airlines, Companies, Stocks We Like.

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Since launching in September 2019, The Montgomery Small Companies Fund has outperformed its benchmark the Small Ordinaries Index by 15.16 per cent to 31 July.  The Fund’s strong run has been driven by accelerating megatrends in e-commerce, enterprise migration to the cloud and digitisation of the economy.  Given the ongoing strength of these trends, I think there’s more solid growth ahead. Continue…

by Roger Montgomery Posted in Companies, Stocks We Like.

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In what’s been a terrible year for the energy sector, AGL is the latest company to disappoint. Its full-year results included a steep drop in profits and signalled that there’s worse to come next year. While AGL intends to maintain its attractive flow of dividends, I’m not convinced this will be enough to tempt many investors given the negative outlook. Continue…

by Andreas Lundberg Posted in Companies, Energy / Resources.

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Roger joined Ross Greenwood on The Money Minutes for a run through of the first week of the Australian reporting season. So far, results don’t look too bad although the fear is these results are still looking in the rear-view mirror. Many companies have been unwilling to provide guidance for the next 12 months, so how should investors think about the longer-term prospects for businesses?

by Roger Montgomery Posted in Radio.

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