Last month, REA Group chief executive Owen Wilson claimed that “the buyers are definitely back”. And recent data seem to back him up. House prices are rebounding, auction clearance rates are up, and mortgage credit growth has turned a corner. Continue…

by Stuart Jackson Posted in Companies, Property.

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In this radio program with Philip Clark, Roger discusses the latest shake up – the near 15 per cent increase in oil on Monday. The rise came after two attacks on Saudi Arabian facilities on Saturday knocked out about 5 per cent of global supply. They also discuss interest rates, rate cuts and endless amounts of cash that’s continuing to pour into the tech stocks in the US. Listen here.

by Roger Montgomery Posted in Radio.

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In reference to Monday’s blog Gary Rollo, Portfolio Manager for the Montgomery Small Companies Fund, makes some very interesting points regarding the anatomy of the Australian small cap market with respect to the “Growth” sector. Continue…

by David Buckland Posted in Investing Education, Market commentary.

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by Roger Montgomery's Team Posted in Old Content.

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When it comes to investing in global technology stocks, it pays to do your homework. Because there are some major differences between the big brands that dominate the space. Take Google, Facebook and Uber, for example. Continue…

by Roger Montgomery Posted in Companies, Stocks We Like.

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We like small companies with strong growth potential, especially if they are relatively undiscovered. In this article, we share the four segments we use to classify the small-cap universe. Continue…

by Gary Rollo Posted in Investing Education, Market commentary.

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by Roger Montgomery's Team Posted in Old Content.

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Reliance Worldwide (ASX:RWC) has been a recent introduction to the portfolio. The company sells innovative and simple plumbing fixtures to enhance productivity and efficiency for end users. Reliance’s core product is the “Push-to-Connect” (PTC) fitting to connect two ends of a pipe, marketed under the Sharkbite brand. Continue…

by Joseph Kim Posted in Companies, Stocks We Like.

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