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    May 29, 2020

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  • Avita Medical – a small cap with big potential

    Joseph Kim
    May 28, 2020

    Around 12 months ago, we noted that Avita Medical (ASX:AVH) – which provides a novel approach to skin regeneration – was a business worth keeping tabs on.  Although its share price has felt the effects of the COVID-19 market sell-off, our positive view of the company has not changed. Continue…

    by Joseph Kim Posted in Companies, Editor's Pick, Stocks We Like.
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  • Discover how to value the best stocks and buy them for less than they’re worth.

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  • Our take on Aristocrat Leisure’s recent results

    Stuart Jackson
    May 27, 2020

    Investors in Australian slot machine and mobile games developer, Aristocrat Leisure (ASX:ALL), have enjoyed stellar returns over the past 10 years, with the share price up over 500 per cent in that time.  However, its results for the 6 months to the end of March were patchy, and it remains to be seen how strongly the business can emerge from the coronavirus lockdown. Continue…

    by Stuart Jackson Posted in Companies, Stocks We Like.
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  • MEDIA

    Gary Rollo on Talk Ya Book – A sector exposed to huge tailwinds

    Gary Rollo
    May 27, 2020

    Gary joined Chris Judd on Talk Ya Book to discuss a sector that is exposed to huge tailwinds and specifically a holding in the Montgomery Small Companies Fund, Macquarie Telecom. You can watch the 20-minute interview below.


    Continue…

    by Gary Rollo Posted in Montgomery Small Caps Management Video Series, Podcast Channel.
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  • The market is a Kugel sphere, ready to plunge back to Earth

    Roger Montgomery
    May 27, 2020

    Have you ever seen a Kugel Fountain? It’s a water sculpture crowned by a large stone sphere held up by the pressure of the water rising beneath it. A bit like the situation we see today, with stock market being the sphere, supported by a steady flow of central bank money. And therein lies the problem: turn off the water and the sphere plunges to Earth. Continue…

    by Roger Montgomery Posted in Market commentary.
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    May 26, 2020

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