William McInnes published an article in the Australian Financial Review – a quick seven question interview. Find Roger’s view on how a growth investor copes with a rotation into value and much more. Read here.

by Roger Montgomery Posted in On the Internet.

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by Roger Montgomery's Team Posted in Old Content.

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On 27 November Telstra (ASX:TLS) held an investor day to update shareholders and other stakeholders on progress in respect of the T22 strategy.  What new information did we glean from the update? Continue…

by Tim Kelley Posted in Companies, Stocks We Like.

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Roger Montgomery joined Ross Greenwood on Money News to discuss the looming trouble for Australia’s big four banks. There will be a lot of remediation costs, lower return on equity and potentially a credit event and a lot of defaults. So where and how do we find better opportunities?

by Roger Montgomery Posted in Radio.

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When it comes to investing in small caps, Australian investors are spoiled for choice with around 2,000 small caps listed on the ASX. For us at Montgomery, there are realistically around 400 small caps that meets our investment criteria. Out of those, we invest in 30 to 50 stocks at any one time. In the Montgomery Small Caps Management Video Series, I talk with companies we own in the fund to help investors get under the hood of the small and emerging companies we invest in. Continue…

by Gary Rollo Posted in Editor's Pick, Montgomery Small Caps Management Video Series, Video Insights.

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by Roger Montgomery's Team Posted in Old Content.

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There is no doubt that Australia’s small companies market has the ability to generate significant wealth. This is because stockbrokers don’t earn enough revenue from brokerage on small companies and therefore don’t research them, leaving them undiscovered and potentially very cheap. Continue…

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

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Australian toll road operator, Atlas Arteria (ASX:ALX), has announced a new, simpler ownership structure that should benefit the company and its shareholders. The deal includes the separation from Macquarie Group – thus ending ongoing management fees to the ‘silver doughnut’ – and an increased stake in APRR, Europe’s fourth-largest motorway operator. Continue…

by Andreas Lundberg Posted in Companies, Stocks We Like.

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