Data is the new oil, knowledge is power. We live in a deeply connected world, there are literally billions of devices that are now connected to the internet, collecting, processing and delivering information, putting it into the hands of decision makers. Across the world roughly 1.5 billion smartphones are sold per annum, which means there’s about four and a half billion out there in the hands of consumers and people working in corporates. Continue…

by Gary Rollo Posted in Companies.

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I recently discussed the fantasy world that some seem to be living in believing that a recovery will be easy and quick rather than slow and halting. We are in a recession and recessions rarely last six months, and finally, employment prospects in hospitality, retail and construction have deteriorated to such an extent that there will be fewer jobs for people to come back to when their jobseeker payments return to ‘normal’ and Jobkeeper payments cease later this year. Continue…

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

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There are a bunch of reasons to expect this recovery to be longer and more painful than the market’s V-shaped expectations. Of course, within such an environment there will be businesses that do well, and we reckon we own a whole bunch of them in The Montgomery Fund and the Montgomery Small Companies Fund. Continue…

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

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After launching at $1.00 on 20 September 2019, the unit price of the Montgomery Small Companies Fund peaked at $1.066 on 21 February 2020, declined to $0.675 (-37 per cent) on 23 March, and has since rallied to yesterday’s $0.985 (+46 per cent), leaving it 8 per cent from its peak. 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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by Roger Montgomery's Team Posted in Old Content.

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One of the actions announced by the government to stimulate the economy as a response to the current crisis is that individuals can apply for an early release of superannuation savings. The rules are that an individual can apply to withdraw $10,000 before the 30 June and another $10,000 between the beginning of July and the end of September. Continue…

by Andreas Lundberg Posted in Market commentary.

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In just a few short months, the COVID-19 pandemic and associated lockdown have triggered seismic shifts across the retail landscape. Some changes are likely to be temporary; others may accelerate previous structural trends.  As we emerge from hibernation, I thought I’d try to identify the businesses that should prove to be better investments in the years ahead. Continue…

by Dominic Rose Posted in Companies, Consumer discretionary, Stocks We Like.

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