by Roger Montgomery's Team Posted in Old Content.

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IMDEX (ASX:IMD) remains one of our preferred mining services exposures, as the company is well placed to benefit from the strong gold price outlook and is armed with a new product pipeline full of promise. The mining technology company recently provided an upbeat presentation highlighting a faster than expected demand recovery, encouraging results from new tool trials, accelerating adoption of cloud-connected products attributable to the pandemic, and robust medium-term industry fundamentals. Continue…

by Dominic Rose Posted in Companies, Stocks We Like.

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Many readers will be familiar with the transformation being wrought in the information technology space by cloud computing. Where previously an enterprise would own and maintain all of its own computing infrastructure on-premises, increasingly, businesses are coming to view computing as a non-core activity that is best consumed as a service. Continue…

by Tim Kelley Posted in Companies, Stocks We Like.

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Ignoring a firm’s operating cash-flow conversion for a period of time can be very risky. Particularly during a period of business stress, like we have right now. The most recent example of this is with Freedom Foods (ASX: FNP), which was recently put in a trading halt pending an investigation into its financial position – but not before its share price dived 14 per cent.
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by Joseph Kim Posted in Companies, Investing Education.

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Twelve months back, who could have predicted the world would be in the state it’s currently in?  And yet, despite the pandemic-induced turmoil, some world markets are not that far from where they were a year ago.  Here’s a quick look at the year that was. Continue…

by David Buckland Posted in Global markets, Market commentary.

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by Roger Montgomery's Team Posted in Old Content.

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What’s the best way to minimise risk when investing during a recession or economic crisis?  Research by NYU’s Stern School of Business shows that one method could be to allocate funds according to where the company sits in its business lifecycle – which is the approach taken by the Montgomery Small Companies Fund. Continue…

by Roger Montgomery Posted in Investing Education, Market commentary.

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by Roger Montgomery's Team Posted in Old Content.

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