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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Government support programs have helped to soften – and postpone – the financial blows from the disruptions caused by COVID-19. In so doing, they’ve also bolstered share markets.  But, I doubt this can go on forever; looking ahead, we could experience an extended period of lower equity market returns. 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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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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Investment platforms are many things, from an administration tool for advisers and the end investor, to a world of wrapped investment options only previously presented to SMSF’s with both strong paperwork skills and large balances. Continue…

by Dean Curnow Posted in Investing Education.

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Who would have thought that, just four months after the market’s March nadir, many stocks would not only have recovered but be at new all-time highs? Or that businesses like Afterpay, which has still to turn a profit, would be trading at such lofty prices?  The big question is: how long can this unbridled enthusiasm continue? Continue…

by Roger Montgomery Posted in Market commentary.

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