I love receiving dividends. Who doesn’t? But companies that pay out a high percentage of their profits are actually harming the long-term returns of their investors. Because, when it comes to making a company more valuable, paying out high dividends is no match for ploughing profits back into the business. Continue…

by Roger Montgomery Posted in Investing Education.

• 4 Comments
• save this article
• 4
• POSTED IN Investing Education.

If gambling on shares is your thing, then perhaps this blog is not for you. On the other hand, if what you want are sustainable, growing returns – over the long term – then read on.  Because, below, I set out some simple steps to help you make better investment decisions. Continue…

by Roger Montgomery Posted in Investing Education.

• save this article
• POSTED IN Investing Education.

As with everything else, there are two camps when it comes to investment conditions today. There are two camps regarding whether the market is expensive (it probably is), whether economic conditions are deteriorating or improving, whether governments and central banks can continue Keynesian intervention indefinitely, and there’s two schools of thought as to whether there’ll be a vaccine. Continue…

by Roger Montgomery Posted in Companies.

• save this article
• POSTED IN Companies.

by Roger Montgomery's Team Posted in Old Content.

• Enter your password to view comments.
• save this article
• Enter your password to view comments.
• POSTED IN Old Content.

by Roger Montgomery's Team Posted in Old Content.

• Enter your password to view comments.
• save this article
• Enter your password to view comments.
• POSTED IN Old Content.

Global share markets are being held aloft partly by the hope of a coronavirus vaccine coming sometime soon. But new research shows many people – including around 50 per cent of Americans – could refuse to get a jab. If that happens, then is it possible that what we are now living through will be the new normal? Continue…

by Roger Montgomery Posted in Global markets, Market commentary.

• 6 Comments
• save this article
• 6
• POSTED IN Global markets, Market commentary.

When it comes to investing, we’re not big fans of airlines.  But in the case of Alliance Aviation Services (ASX: AQZ), we’re happy to make an exception. You see, Alliance operates fly-in fly-out charter services for Australian mining companies, and its flights are in demand. With high returning business and strong cash generation, we think there’s a lot to like. Continue…

by Gary Rollo Posted in Airlines, Companies, Stocks We Like.

• 4 Comments
• save this article
• 4
• POSTED IN Airlines, Companies, Stocks We Like.

Since launching in September 2019, The Montgomery Small Companies Fund has outperformed its benchmark the Small Ordinaries Index by 15.16 per cent to 31 July.  The Fund’s strong run has been driven by accelerating megatrends in e-commerce, enterprise migration to the cloud and digitisation of the economy.  Given the ongoing strength of these trends, I think there’s more solid growth ahead. Continue…

by Roger Montgomery Posted in Companies, Stocks We Like.

• save this article
• POSTED IN Companies, Stocks We Like.