EML Payments (ASX:EML) is an exciting Fintech that delivers innovative payment processing technologies to organisations operating within many industries and countries. The business has weathered the COVID-19 lockdown much better than feared, and is now ideally placed to benefit as global economies reopen and the structural migration trend towards digital payments accelerates. Continue…

by Dominic Rose Posted in Companies, Editor's Pick, Stocks We Like.

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I remember some years back hearing a ‘futurist’ predict that high-rise office buildings could end up being like the pyramids of Egypt – large relics for future generations to ponder. The COVID-19 work-from-home restrictions have made this prediction worth considering.  Investors now need to ask: is there trouble ahead for real estate investment trusts (REITs) with big office portfolios? Continue…

by Andreas Lundberg Posted in Companies.

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by Roger Montgomery's Team Posted in Old Content.

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by Roger Montgomery's Team Posted in Old Content.

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by Roger Montgomery's Team Posted in Old Content.

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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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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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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.

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by Gary Rollo Posted in Montgomery Small Caps Management Video Series, Podcast Channel.

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