COVID-19 has thrown the investing rule book out the window for now. Having patiently held cash for two years amid an unwillingness to participate in the unbridled enthusiasm that saw shares trade at record multiples despite declining prospects, we are now finding once-in-a-decade opportunities. Continue…

by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.

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by Roger Montgomery's Team Posted in Old Content.

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To describe recent market volatility as high is to understate the facts.  Since the peak on February 19, the US market has registered the most rapid sell-off ever, its biggest three-day gain since the 1930s, the biggest one-day percentage gain since 1933 and the second ever largest one-day fall. 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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With so many companies now trading at cut-price valuations, many of our readers are asking whether it’s time to start buying again. Over the past six weeks many companies are down.  And some of them are very high quality indeed. A new reality exists, and one with the same opportunities as 1987. Continue…

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

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With the data and markets changing so quickly, we thought it best to simply give you the data and our interpretation in all its raw glory. We checked the US data this morning and the NY data is tracking worse than bad. Continue…

by Gary Rollo Posted in Market commentary.

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As the Coronavirus crisis unfolds, social commentators are making predictions for how the world will change once the pandemic ends. I’m sure you’re also making your own predictions – and we’d really like to hear them.  What broad, long-lasting trends do you think we’re about to see? Continue…

by Andreas Lundberg Posted in Market commentary.

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19 February 2020 will go down as the date when many global share markets peaked. Also, on that day was a Champions League (soccer) match between the Bergamo team, Atalanta, and the Spanish team, Valencia, at the famed San Siro Stadium in Milan. Attending were more than 40,000 Bergamaschi, making the 55-kilometre trip to watch their beloved team. Many unknowingly had the Coronavirus, as cases were being reported with great frequency some days later; and Bergamo soon became the worst hit Province in Italy. Continue…

by David Buckland Posted in Global markets.

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