by Roger Montgomery's Team Posted in Old Content.

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There is a popular aphorism in investing circles that originally came from Winston Churchill; “never let a good crisis go to waste.” While the human and economic costs of the COVID-19 crisis remain current, Gary Rollo and Dominic Rose, the team behind the Montgomery Smaller Companies Fund have quietly taken advantage of the dislocation to establish the ground work for what might become  an enviable track record. Continue…

by Scott Phillips Posted in Editor's Pick, Montgomery News and Updates.

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During the recent market rout, the Montgomery Small Companies Fund picked up several high-quality small caps with solid growth potential at bargain prices. One standout is leading auto parts distributor, Bapcor (ASX:BAP), which has since rebounded strongly. Continue…

by Dominic Rose Posted in Companies, Stocks We Like.

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Last week, the Australian Banking Association (ABA) updated the market on the number of mortgages and business loans deferred due to impacts from the COVID-19 crisis. In all, loans totalling $234 billion are not being repaid. The question is: what proportion of these borrowers will be able to resume repaying the banks once the other COVID-19 stimulus measures end? Continue…

by Andreas Lundberg Posted in Market commentary.

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by Roger Montgomery's Team Posted in Old Content.

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Global stock markets have catapulted in anticipation of a sharp economic recovery. The trouble is, no one knows how soon, or how strong, the recovery will be. My concern is that negative data could easily swing market sentiment from optimism back to pessimism. Continue…

by Roger Montgomery Posted in Editor's Pick, Market commentary.

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Roger joined Kylie Purcell on Pocket Money to discuss the volatile year we have seen so far for markets. Markets were expensive before COVID-19 and companies were at record PE ratios even though earnings estimates were declining. So where is the market going and what should new investors be looking for? Listen to the interview to find out.

by Roger Montgomery Posted in Podcast Channel.

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by Roger Montgomery's Team Posted in Old Content.

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