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  • Protected: PROTECTED

    Roger Montgomery's Team
    May 26, 2020

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  • Why I don’t expect a V-shaped recovery

    Roger Montgomery
    May 26, 2020

    The massive dislocations caused by the coronavirus pandemic are having only a temporary impact on stock markets, which are pricing in a V-shaped income, earnings and economic recovery. But is this optimism warranted? Or will we continue to see businesses negatively impacted for some time to come? Continue…

    by Roger Montgomery Posted in Market commentary.
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    • POSTED IN Market commentary.
  • Don’t underestimate the future, knowledge is power

    Gary Rollo
    May 25, 2020

    Data is the new oil, knowledge is power. We live in a deeply connected world, there are literally billions of devices that are now connected to the internet, collecting, processing and delivering information, putting it into the hands of decision makers. Across the world roughly 1.5 billion smartphones are sold per annum, which means there’s about four and a half billion out there in the hands of consumers and people working in corporates. Continue…

    by Gary Rollo Posted in Companies.
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    • POSTED IN Companies.
  • Baby got back

    Roger Montgomery
    May 25, 2020

    I recently discussed the fantasy world that some seem to be living in believing that a recovery will be easy and quick rather than slow and halting. We are in a recession and recessions rarely last six months, and finally, employment prospects in hospitality, retail and construction have deteriorated to such an extent that there will be fewer jobs for people to come back to when their jobseeker payments return to ‘normal’ and Jobkeeper payments cease later this year. Continue…

    by Roger Montgomery Posted in Editor's Pick, Market commentary.
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  • Discover how to value the best stocks and buy them for less than they’re worth.

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  • Rainbows, Unicorns, V-Shaped recoveries and other fantasies

    Roger Montgomery
    May 22, 2020

    There are a bunch of reasons to expect this recovery to be longer and more painful than the market’s V-shaped expectations. Of course, within such an environment there will be businesses that do well, and we reckon we own a whole bunch of them in The Montgomery Fund and the Montgomery Small Companies Fund. Continue…

    by Roger Montgomery Posted in Editor's Pick, Market commentary.
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  • Central Banks are pump priming the Gold price

    David Buckland
    May 21, 2020

    After launching at $1.00 on 20 September 2019, the unit price of the Montgomery Small Companies Fund peaked at $1.066 on 21 February 2020, declined to $0.675 (-37 per cent) on 23 March, and has since rallied to yesterday’s $0.985 (+46 per cent), leaving it 8 per cent from its peak. Continue…

    by David Buckland Posted in Companies, Stocks We Like.
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    • POSTED IN Companies, Stocks We Like.
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    May 21, 2020

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  • Protected: PROTECTED

    Roger Montgomery's Team
    May 20, 2020

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