Macquarie Telecom and Uniti Group are two holdings in the Montgomery Small Companies Fund. Find out why we like them here.
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Roger has energy for these oil and coal stocks
Roger Montgomery
June 11, 2021
Roger joined Ausbiz to discuss the Dutch court ordering one of the top oil producers in the world, Royal Dutch Shell to implement carbon dioxide emissions cuts. Shell had intended to reduce their oil footprint by about 45 per cent by 2050, but the Dutch court ruled they will need to speed things up and do it by 2030. How much of an impact does this have on companies in the fossil fuel space? Watch here.
by Roger Montgomery Posted in TV Appearances.
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The global challenge of clean water
Roger Montgomery
June 11, 2021
Shortages of clean water are a global challenge and often water infrastructure is costly to deploy and maintain. Global water-treatment company Fluence Corporation is the only water treatment company of its kind offering plug-and-play decentralised water and wastewater treatment solutions driven by its proprietary solution. Continue…
by Roger Montgomery Posted in Companies.
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Two structural growth stocks in the Montgomery Small Companies Fund
David Buckland
June 10, 2021
In this week’s video insight David interviews portfolio manager of the Montgomery Small Companies Fund Gary Rollo to discuss two structural growth companies held in the Fund. Macquarie Telecom and Uniti Group are both telecommunications companies and combined come to around 7 per cent of the Fund’s portfolio. Continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
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It’s ok to say no
Roger Montgomery
June 9, 2021
According to today’s Australian Financial Review, “a perfect storm for deal making has Australia on track for a record year of merger and acquisition activity.” In our February blog post RBA lays out welcome mat for takeover mania! Who might be next? we predicted this year’s wave of corporate activity. Continue…
by Roger Montgomery Posted in Companies.
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The global business of sport
Roger Montgomery
June 9, 2021
Headquartered in Germany with a history dating back to 1924, Adidas is a global leader in the manufacturing of athletic apparel and footwear, trailing only Nike in terms of revenues and units sold. The company with the distinctive three stripes identity mark reported net sales in 2020 of over €23 billion. Continue…
by Roger Montgomery Posted in Companies, Polen Capital.
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Why property prices should continue to climb
Roger Montgomery
June 8, 2021
CoreLogic has just reported that national dwelling prices rose by 2.3 per cent in May. That’s an annualised rate of more than 28 per cent. And with lenders continuing to provide cheap and easy access to credit, and investors showing lots of interest, I don’t see the property market cooling off any time soon. Continue…
by Roger Montgomery Posted in Property.
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Is Capricorn Metals due a re-rate?
Joseph Kim
June 7, 2021
Capricorn Metals is a junior gold company that is entering an exciting time in its development phase. With the company very close to first gold pour and commissioning underway at its 100 per cent owned Karlawinda project in WA, we believe there is significant re-rating potential if the company successfully executes on targeted project metrics over the next 6-12 months. Continue…
by Joseph Kim Posted in Companies, Energy / Resources.
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US travel demonstrates vaccination is the path to normal
Roger Montgomery
June 4, 2021
In this week’s video insight Roger discusses why he believes vaccinations are the surest path to reopening. US airlines are reporting steady improvement in bookings, in the last three weeks, booking volumes and prices for July travel have returned to near 2019 levels, with some flights back to 90 per cent capacity. The good news surrounding the benefits of vaccinations keeps coming, will this spur hesitators to get vaccinated?
by Roger Montgomery Posted in Video Insights.
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