If you’re a regular reader, you probably know that one of my favourite Australian companies is Codan Limited (ASX: CDA), which makes communications, metal detection, and mining technology. Its share price has doubled in the past year, and its latest trading update gives me more reasons to be pleased we hold it in our funds. Continue…

by Andreas Lundberg Posted in Companies, Stocks We Like.

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by Roger Montgomery's Team Posted in Old Content.

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Since the COVID-19 induced market low, our fund has put a substantial proportion of our cash to work.  But we’ve been very selective about the companies we bought. Continue…

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

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Roger joined Peter Switzer and Rhett Kessler on Switzer TV to discuss whether we will see another sell-off in the market. Any further volatility would be associated with more clarity around the economic impacts and how companies will emerge post pandemic. Roger also briefly discussed how our funds are positioned and which companies we believe have long term tailwinds and are leveraged to a recovery. You can hear Roger’s thoughts from the 10:20 mark.

by Roger Montgomery Posted in TV Appearances.

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Gary Rollo joined the EL&C Baillieu podcast to discuss what opportunities cloud computing holds. Cloud computing is a global megatrend that is being led by technology giants Microsoft, Amazon and Google in a market that is growing at 30 per cent per annum. But what does this mean for Australian companies? Gary identifies some of the key companies that play to the cloud theme including NEXTDC, Megaport and Bigtincan. Listen to the interview here.

by Gary Rollo Posted in Podcast Channel.

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In March, the U.S. Federal Reserve moved to prevent a coronavirus-induced downturn by promising to set up an entity to buy corporate bonds and ETFs, including junk bonds and junk bond ETFs. My concern is that the Fed has simply created another time bomb that future generations will have to defuse. Continue…

by Roger Montgomery Posted in Global markets, Market commentary.

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In a recent interview, Peter Switzer asked me if I was a bull or a bear. It’s a simple question, but one that requires a nuanced response. Because these are complex and unprecedented times for investors. Continue…

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

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Roger joined Kylie Purcell to discuss the market crash at the beginning of the year, and why by April markets had rebounded on the expectation for a V shaped recovery. The expectation for a V-Shaped economic recovery seems irrational. The question now is how long governments and central banks can continue to prop up companies and employees that aren’t getting any business.

Please click here for the full interview. 

by Roger Montgomery Posted in On the Internet.

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