Gary Rollo says lean, agile small companies are the engine room of the nation’s innovation here's why.
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Where Does Fitbit Fit At Google
Lachlan Mackay
November 11, 2019
This week Google confirmed it would pay US$2.1 billion in cash to acquire wearable fitness tech company Fitbit. The deal appears to have saved Fitbit, who pioneered the market but now faces intense pressure from a wide range of competing products, including the Apple Watch. Fitbit has recorded a net profit in just one of their last eleven quarters and prior to this deal their share price was a tenth of where it peaked just four years ago. Continue…
by Lachlan Mackay Posted in Companies, Stocks We Like.
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Our latest channel checks suggest a housing construction bounce
Roger Montgomery
November 8, 2019
What a difference a week makes. Only days ago we were prosecuting the argument that residential construction activity would continue to worsen. This was based on significant falls in land sales and building approvals, with building approvals being a leading indicator for construction activity, and land sales being a leading indicator for building approvals. Continue…
by Roger Montgomery Posted in Property.
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Mortgage arrears and mortgage stress following rate cuts
Andreas Lundberg
November 7, 2019
Back in July last year, I had a look at what was happening with mortgage arrears and mortgage stress in this post. Since then, we have had three rate cuts from RBA and everyone who has floating rate mortgages should be paying quite significantly lower interest now than before the cuts. I therefore thought it would be interesting to see how this has impacted a households capacity to service their mortgage. Continue…
by Andreas Lundberg Posted in Financial Services.
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Montaka Global Investments wins Award
Scott Phillips
November 7, 2019
As an investment manager our number one goal is to compound the wealth of our investors in a prudent manner while trying to protect against the permanent loss of capital. If we can achieve this then we as investors alongside our clients will be not only successful but should also be happy. Continue…
by Scott Phillips Posted in Montgomery News and Updates.
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The 18 weeks to 4 November 2019 – and Hobson’s Choice
David Buckland
November 6, 2019
In this week’s video insight David takes a look at the performance of markets since 30 June. The larger markets, including the US S&P 500 and the Nasdaq, the Japanese Nikkei 225, the German Dax 30 and the French CAC 40, are all up by an average of well over 5 per cent since 30 June 2019. Other markets, like the Australian All Ordinaries, the UK FTSE 100, the Shanghai Composite and the Hang Seng, are all lagging, by comparison.
by David Buckland Posted in Video Insights.
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Stand clear as the Unicorn bubble unwinds
Roger Montgomery
November 6, 2019
Growth investors are having a field day criticising the poor performance of value investing. Their views have been bolstered by the booming price of some growth stocks – notably, profitless Unicorns – and research by two accounting professors, found that not only had value investing failed for investors in recent years but that it had never worked. Continue…
by Roger Montgomery Posted in Investing Education, Market commentary.
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Why we win when iRobot loses
George Hadjia
November 5, 2019
Some time back, our Montaka global fund took a short position in iRobot (Nasdaq: IRBT), which makes Roomba robotic vacuum cleaners (RVCs). So far, our strategy is paying off, with the IRBT share price collapsing over the past six months. Continue…
by George Hadjia Posted in Companies.
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Five key numbers we have learnt from earnings season
Andrew Macken
November 5, 2019
Earnings season for the third calendar quarter of 2019 is well under way. While the team at Montaka are busy analysing the results of many global businesses, here are five key numbers that have stood out to us over recent days. Continue…
by Andrew Macken Posted in Companies, Stocks We Like.
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