by Montaka Montaka Global Investments Posted in Technology & Telecommunications.

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Structural growth companies – like Appen (ASX:APX) and Nanosonics (ASX:NAN) – are generally involved in cloud-based technology, data centres, digital payments, e-commerce and medical technology.  Importantly, they can grow regardless of the COVID-19 crisis and the broader economic cycle. Which is the reason we hold an overweight position in our small companies portfolio. Continue…

by David Buckland Posted in Companies, Stocks We Like.

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by Roger Montgomery's Team Posted in Old Content.

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Our small cap fund’s investments in selected e-commerce enabled retailers has served us well during the COVID-19 period. With total consumption likely to decline over the next year or so, we think these businesses should continue to outperform Brick & Mortar retailers. Continue…

by Roger Montgomery Posted in Companies, Consumer discretionary.

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In this episode of ABC Nightlife Phil Clark and Roger discuss the latest share market moves. The ASX 200 closed yesterday up 2.5 per cent, its best finish since March 6, in the wake of news the federal government would push the close of its COVID-19 stimulus packages out to the end of March. Big gains for the likes of Microsoft, Amazon, Apple and Google parent Alphabet pushed the NASDAQ to a new record high overnight. How cautious should investors be at the moment with all this positive news? Listen here.

by Roger Montgomery Posted in Radio.

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It’s little wonder many long-time investors don’t trust the ongoing rally in world share markets. With global COVID-19 cases on the rise, no vaccine in sight, and economic conditions quite precarious, it’s hard not to think a correction is just around the corner. Continue…

by Roger Montgomery Posted in Market commentary.

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In recent months, The Montgomery Fund has accumulated a significant position in Woolworths – it’s now one of our largest positions. And we remain positive on the outlook for the company over the medium term, even after the recent rally in its share price. Continue…

by Joseph Kim Posted in Companies, Editor's Pick, Stocks We Like.

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It’s a testing time for investors, with so many hitherto great businesses on their knees, and others looking well over-priced. But it’s still possible to identify structural winners with a long growth runway at reasonable prices. I think one of these could be Sydney-based medical device innovator, Nanosonics (ASX:NAN). Continue…

by Dominic Rose Posted in Companies, Editor's Pick, Stocks We Like.

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