Ingenia Communities Group (ASX:INA) is a diversified real estate investment trust with a portfolio of assets covering lifestyle, tourism and retirement living. With a strong balance sheet, and tailwinds from rising domestic tourism and an ageing population, its future prospects look strong. Continue…

by Gary Rollo Posted in Companies, Stocks We Like.

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Investors in Australia’s major banks have had a tough year. Bank profits – and their dividends – have been pummelled by fines emanating from the financial services royal commission and AUSTRAC investigations, as well as the COVID-19 recession. However, the recently announced full-year profit result from ANZ may put some fears to rest for now. Continue…

by Stuart Jackson Posted in Companies, Financial Services.

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by Roger Montgomery's Team Posted in Old Content.

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A question we often get asked at the Montgomery office is whether one can invest their personal super directly in our suite of strategies. Whilst Montgomery is a specialist equity investment manager with an Australian Financial Services License (AFSL), we are not a super trustee. A super trustee therefore sits as an access medium between investors and investment managers, and on this basis have a unique set of responsibilities. Continue…

by Dean Curnow Posted in Investing Education.

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As the world anxiously awaits the result of the upcoming US presidential election, many commentators have predicted that a Democrat win will have an adverse effect on stock market returns.  But some recent polling suggests that any negative impact will not be that great. Continue…

by Roger Montgomery Posted in Global markets.

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by Roger Montgomery's Team Posted in Old Content.

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The coronavirus pandemic and associated lockdowns have put a rocket under e-commerce adoption in Australia, boosting the sales of companies with strong digital platforms – like Adairs and Temple & Webster. But how much further can e-commerce penetration go?  The experience of other developed nations gives a pretty clear indication. Continue…

by Roger Montgomery Posted in Companies, Consumer discretionary.

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For obvious reasons, much of 2020 was a quiet time for ASX IPOs: the uncertainty caused by the COVID-19 pandemic made for a challenging investment environment – one that only a brave business owner would want to list into. Continue…

by Tim Kelley Posted in Companies.

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