After a year of massive volatility in 2020 momentum stocks have dominated the pandemic’s bull market since the steep correction in March. Have markets got ahead of themselves in pricing a return to growth? Listen here.
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Farewell 2020, Hello 2021
David Buckland
January 4, 2021
Sunday, 8 March 2020, was not only International Women’s Day, but the ICC Women’s World T20 Cricket final, played between Australia and India at the Melbourne Cricket Ground, attended by over 86,000 spectators. (Australia won by 85 runs). Ten months later, over 85 million people globally have been infected and 1.85 million people have passed-away from COVID-19. Continue…
by David Buckland Posted in Market commentary.
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Ingenia’s holiday park market is booming!
Gary Rollo
December 22, 2020
Formed in 2012 Ingenia Communities Group (ASX:INA) is a diversified real estate investment trust (REIT) with a portfolio of assets covering lifestyle, tourism and retirement living. In the latest small cap management video series, Gary Rollo catches up with Chief Executive Officer, Simon Owens to discuss key holiday park markets and the groups’ revenue streams. Continue…
by Gary Rollo Posted in Montgomery Small Caps Management Video Series, Video Insights.
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Montgomery wishes you a Merry Christmas
Roger Montgomery
December 21, 2020
As 2020 draws to a close and the team at Montgomery looks forward to spending some quality time with our family and friends, we would like to wish you a Merry Christmas in our final post for the year. Continue…
by Roger Montgomery Posted in Montgomery News and Updates.
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Roger Montgomery’s Christmas Message 2020
Roger Montgomery
December 18, 2020
This Christmas I’d like to reflect on Community and Individualism. This year, I believe we have seen demonstrated, comprehensively, the failure of a society to deal with a crisis because the rights of the individual usurp the needs of the community. We want to be known for our individual accomplishments, for our abilities and at the extreme end of individualistic fame as highlighted by so much of social media – we simply want to be known for being known. Instead, we should be known for caring for others, for helping and for rescuing those in need. For putting others first and above ourselves.
by Roger Montgomery Posted in Video Insights.
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Disney+ to have its day
Lachlan Mackay
December 18, 2020
Disney’s recent Investor Day showcased the power and ambition of the media giant in their latest foray into digital streaming. Disney+, their flagship streaming product launched in 2019, has soared past initial subscriber targets of 60-90 million by 2024, set prior to launch. They currently have around 87 million and raised their goal to 230-260 million worldwide by 2024. Though the headline growth appears lofty, there is reason to believe Disney+ will be even more successful than both the target numbers and its competitors. Continue…
by Lachlan Mackay Posted in Companies.
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Do fundamentals always matter?
Phillip Namara
December 18, 2020
The last year in equity markets have been characterised by what many self-proclaimed value-investors would describe as madness. We have seen an increase in loss-making IPO’s and what many well-regarded investors would consider a bubble. We are often asked, why don’t you short these businesses? Optically there is a large basket of businesses that are extremely expensive on almost every conceivable valuation metric, however we believe valuation just is not enough. Continue…
by Phillip Namara Posted in Investing Education.
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Another stellar performance from Codan
Andreas Lundberg
December 17, 2020
Codan is a rare company with a clear market leading position in its niche and is producing very attractive returns and growth rates with sales growth of 28 per cent and profit growth of 40 per cent in FY20. In an update to market, Codan advised demand has been strong for its metal detectors, in both recreational and mining markets. Continue…
by Andreas Lundberg Posted in Companies, Stocks We Like.
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Don’t poke the China bear
David Buckland
December 16, 2020
The Reserve Bank of Australia is taking us down the Japanese and European path, obsessed with record low interest rates whilst spending little time on productivity growth. Following “emergency low interest rates” of 3.0 per cent during the Global Financial Crisis, the current 0.1 per cent cash rate is causing havoc amongst the retired generation, which number 4 million people or 15 per cent of our population. This generation unfortunately face Hobsons choice of going up the risk curve, often speculating on risk assets, or eating into their capital. Continue…
by David Buckland Posted in Global markets.
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