The share price of Reece (ASX:REH) – Australia’s biggest supplier of plumbing and bathroom products – has outperformed the broader market for many years. Encouragingly, the company recently reported healthy trading during the COVID-19 period. With renovation activity forecast to rise over the next 12 months, I think this is definitely a business that investors should be watching. Continue…

by Stuart Jackson Posted in Companies, Stocks We Like.

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In December 2019, my colleague Gary Rollo, wrote “Is PointsBet Holdings worth a bet?” and the answer to this question was well and truly put to bed last Friday. In conjunction with reporting its results for the year to June 2020, PointsBet Holdings (ASX:PBH) announced an exclusive five-year company-making deal with NBC Universal Media, which offers the largest sports audience of any media company in the US. PBH will be NBC’s official sports betting partner. The share price responded by jumping 87 per cent from $7.50 to $14.00. Continue…

by David Buckland Posted in Companies, Editor's Pick, Stocks We Like.

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With more than six months of COVID-19 disruptions behind us, there have been some clear winners emerging as a result of changes in spending patterns and the shift to online. One such business has been Redbubble – a growing online marketplace providing print-on-demand products based on user-submitted artwork. Continue…

by Joseph Kim Posted in Companies, Stocks We Like.

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In my last blog, I set out the reasons for being pessimistic about equity markets.Now let’s look at the reasons to be bullish. I’ll let you decide which case is more compelling, and I’d love to get your comments. With many of the bear arguments centred around a bubble in technology stocks, it’s worth beginning the bull case with those same technology stocks. Continue…

by Roger Montgomery Posted in Market commentary.

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While small company shares demonstrate greater volatility than big company shares, over longer time frames they tend to deliver higher returns. Over the short-term they can involve more risk because of their lower liquidity, their sensitivity to management’s decision-making and their sensitivity to general economic conditions. For that reason, an investment in the Montgomery Small Companies Fund is recommended as a long-term proposition. Continue…

by David Buckland Posted in Montgomery News and Updates.

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by Roger Montgomery's Team Posted in Old Content.

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If you’re unsure whether to feel positive or negative about equity markets right now, you’re not alone. Investors are strongly divided on whether markets are fair value, or too expensive and about to collapse – and there are compelling reasons for both positions.  Let’s look at the reasons to be bearish. In my next blog, I’ll look at reasons to be bullish. Continue…

by Roger Montgomery Posted in Market commentary.

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I’m a former international student, so I definitely see the value of studying abroad. But recent lobbying by our cash-strapped universities to allow foreign students to fly in over the coming weeks is, to me, quite unacceptable. I just hope our politicians agree with me. Continue…

by Andreas Lundberg Posted in Companies.

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