Following the worst of the COVID-19 sell-off, the Montgomery Small Companies Fund increased our shareholding in Auckland International Airport (ASX:AIA) – which we’ve long regarded as a high quality business. But how quickly things change these days. In light of more recent news flow from airlines and health authorities, we decided to exit our position.

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by Roger Montgomery Posted in Companies.

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New car sales data is a good indicator of consumer sentiment and of a country’s economic health.  So the most recent data from the Federal Chamber of Automotive Industries is a concern.  They show that new car sales in Australia fell – for the 27^th month in a row. Continue…

by Andreas Lundberg Posted in Companies.

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by Roger Montgomery's Team Posted in Old Content.

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In this video for Livewire Roger joined Ben Clark and Vishal Teckchandani on Livewire’s Buy Hold and Sell  to discuss the question “Is it time to load up on growth stocks?” Technology stocks globally are up 20 per cent since February. Industrial names are down over 20 per cent over the same period. Is it time for investors to rewire their thinking and go for growth? In this conversation we share our approach to growth investing as well as seven stock ideas offering growth at a reasonable price.

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by Roger Montgomery Posted in On the Internet.

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by Roger Montgomery's Team Posted in Old Content.

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I’m astounded by the stories of immediate success I’ve been hearing from those who have rarely, if ever, directly invested in the stock market. This success is often the result of mindless speculation in businesses whose share prices are out of step with future cash flows – and brings to mind Warren Buffet’s quip that “a pin lies in wait for every bubble.” Continue…

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

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by Roger Montgomery's Team Posted in Old Content.

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In this video for Livewire Roger joined Ben Clark and Vishal Teckchandani on Livewire’s Buy Hold and Sell  to discuss the six most Googled stocks.  Google processes 5.8 billion searches per day. So we had to ask, what are the most googled ASX stocks and would you own them? Hear if Roger would own these companies in this interview.

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by Roger Montgomery Posted in On the Internet.

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