What’s going on with the share price of data center provider NextDC (ASX: NXT)? Over the past year, it has massively underperformed other firms in both the tech and AREIT sectors. But with interest rates staying low, and the demand for data center services booming, is its market valuation set to rise? Continue…

by Gary Rollo Posted in Companies, Stocks We Like.

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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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David Buckland joined Ross Greenwood on Money News to discuss current markets including how the housing decline is having a flow on impact on many areas. Another topic of discussion is the Latitude float, being pulled for the second time.

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IDP Education (ASX: IEL) places international  students into Australia and other key English speaking destinations, while also administering English language proficiency tests. With defensive earnings, a long runway for growth and strong industry tailwinds, we think there’s plenty to like about this Australian-based global business. Continue…

by Dominic Rose Posted in Companies, Stocks We Like.

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In this week’s video insight Stuart identifies the impact low interest rates have on the banks. On the back of three successive 25 basis point cuts to the RBA’s official overnight rate, the major banks have reduced their standard variable mortgage rates by a cumulative 55 to 59 basis points over the same period. The problem is that as the RBA reduces the official rate, more and more of the banks transaction deposit base is paying zero or negligible rates of interest. Continue…

by Stuart Jackson Posted in Editor's Pick, Video Insights.

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For those unaware, Montgomery has a dual objective in its flagship equity strategies being The Montgomery Fund and Montgomery Global Fund, and that is to outperform their respective, full invested equity benchmarks over the medium to longer term, whilst also aiming to preserve invested capital as much as we can in equity markets. Continue…

by Dean Curnow Posted in Investing Education, Montgomery News and Updates.

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