New data from the Commonwealth Bank and ANZ confirms what you likely already knew – COVID-19 has spurred a major change in our spending habits. However, some of the retailers that have thrived during the lockdowns may find the going tougher in the months ahead. 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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One of my favourite childhood books was Dr Suess’s ‘Wacky Wednesday’ in which a boy wakes to find everything in the world is inside out, upside down or simply not as it should be. In the stock market these days, it seems every day is like Wacky Wednesday. But, like in the book, how long before we wake to find Wacky Wednesday has finally come to an end? Continue…

by Roger Montgomery Posted in Market commentary.

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In this week’s video insight Roger discusses the companies who are beneficiaries of the stay-at-home restrictions who have enjoyed strong sales growth. If we put aside materials and gold stocks, the rest of the stock market can be divided into the ‘haves’ and the ‘have nots.’  With the prospect of a vaccine, where are the opportunities for investors? Continue…

by Roger Montgomery Posted in Companies, Editor's Pick, Video Insights.

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Travel businesses were some of the biggest casualties of the global pandemic. Many were dealt a near fatal blow by government restrictions and the closing of State and international borders. So it’s logical to assume they could also bounce back strongly once travel restrictions are lifted. To me, one business stands out from the pack. Continue…

by Dominic Rose Posted in Companies, Stocks We Like.

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Around ten years ago, a small company called Tesla Motors (NASDAQ:TSLA) launched its IPO on the NASDAQ stock exchange, raising a total of US$226.1 million at a (split adjusted) share price of US$3.40. Since that time, shareholders in Tesla have enjoyed spectacular gains, as set out below. Continue…

by Tim Kelley Posted in Companies.

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In this week’s video insight Roger discusses the incredible rally in stock markets, led by the US, since March.  The US S&P500 index’s price to earnings multiple is now the highest since 2000, the multiple to book value is the highest since 2001 and the market’s multiple of sales is close to all-time highs.  Does the quality of the top five US companies justify their current prices?

by Roger Montgomery Posted in Editor's Pick, Video Insights.

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