One of the most fundamental dichotomies that can be drawn in equity markets is the one that separates “value” from “growth”.  In simple terms, you pick a basic metric – say price to earnings ratio – and you divide the market up into those stocks with a PE ratio above the average (growth stocks) and those with a PE ratio below the average (value stocks). Continue…

by Tim Kelley Posted in Investing Education.

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Since listing on the ASX in January 2019, the share price of broadband provider, Uniti Wireless (ASX:UWL) has enjoyed spectacular growth. From an IPO price of 25 cents, shares have rocketed to $1.60, with the business growing via consolidation. The upcoming merger with OptiComm Limited (ASX:OPC) will make the business even stronger. Continue…

by David Buckland Posted in Companies, Stocks We Like.

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by Roger Montgomery's Team Posted in Old Content.

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In 1976, US economist, Herbert Stein, famously stated that “If something cannot go on forever, it will stop.” His observation could well be applied to the ballooning value of many technology companies, some of which have never made a profit, and possibly never will.  Which is why this might be a good time to look at high quality businesses that have been left behind by the rally. Continue…

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

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by Roger Montgomery's Team Posted in Old Content.

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Roger joined Ross Greenwood on The Money Minutes to discuss why value stocks have underperformed growth stocks and why there will be a reversion at some point. Looking to the reporting season, the disparity in earnings estimates are really wide meaning it will be full of surprises. Will this give investors the option to pick up some bargains?

by Roger Montgomery Posted in Editor's Pick, Radio.

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This reporting season is likely to be one unlike any seen prior given the unprecedented disruption wrought by COVID-19. Earnings estimates range significantly for companies, while forward estimates that rely on a base of earnings are also subject to significant revision. Guidance will be difficult to come by this reporting season. Continue…

by Joseph Kim Posted in Companies.

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City Chic Collective (ASX: CCX) has been nominated as the ‘stalking horse bidder’ for the e-commerce assets of Catherines, a US women’s plus-size fashion chain. The Montgomery Small Companies Fund is an investor in CCX, and we like what we see in this latest move by the company to execute its global digital growth strategy. Continue…

by Dominic Rose Posted in Companies.

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