Many readers will be familiar with the transformation being wrought in the information technology space by cloud computing. Where previously an enterprise would own and maintain all of its own computing infrastructure on-premises, increasingly, businesses are coming to view computing as a non-core activity that is best consumed as a service. Continue…

by Tim Kelley Posted in Companies, Stocks We Like.

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Ignoring a firm’s operating cash-flow conversion for a period of time can be very risky. Particularly during a period of business stress, like we have right now. The most recent example of this is with Freedom Foods (ASX: FNP), which was recently put in a trading halt pending an investigation into its financial position – but not before its share price dived 14 per cent.
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by Joseph Kim Posted in Companies, Investing Education.

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Twelve months back, who could have predicted the world would be in the state it’s currently in?  And yet, despite the pandemic-induced turmoil, some world markets are not that far from where they were a year ago.  Here’s a quick look at the year that was. Continue…

by David Buckland Posted in Global markets, Market commentary.

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by Roger Montgomery's Team Posted in Old Content.

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What’s the best way to minimise risk when investing during a recession or economic crisis?  Research by NYU’s Stern School of Business shows that one method could be to allocate funds according to where the company sits in its business lifecycle – which is the approach taken by the Montgomery Small Companies Fund. Continue…

by Roger Montgomery Posted in Investing Education, Market commentary.

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by Roger Montgomery's Team Posted in Old Content.

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The COVID-19 data coming out of the US is grim and getting grimmer. My concern is that many investors have been pricing in an increasingly positive economic recovery, which may not eventuate if governments in the US need to re-introduce lockdowns. And that spells danger for share prices in the US – and other markets as well. Continue…

by Stuart Jackson Posted in Global markets, Market commentary.

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One of the rather surprising trends since the COVID-19 lockdown has been the new wave of first-time share market investors. Many have enjoyed huge gains since the March market rout – often by speculating on highly risky businesses. But the ensuing dislocation between share prices and economic reality tells me that some could get their fingers badly burnt. Continue…

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

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