In interviewing Gary Rollo and Dominic Rose, Portfolio Managers of the soon to be launched Montgomery Small Companies Fund, I asked them specifically whether they would have “theoretically” purchased Uniti Wireless (ASX: UWL) back in mid-March 2019, and if so what weighting they would have made it in the portfolio. Continue…

by David Buckland Posted in Companies, Technology & Telecommunications.

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Investors in Dominos, ARB and Carsales have welcomed the companies’ 2019 results and near-term forecasts, pushing up the prices of all three companies. But it’s been a different story for Corporate Travel and GWA. Continue…

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

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As the reporting season avalanche gathers pace, a few company reports have really caught our eye.  Here’s our take on reports by BHP, a2 Milk, Beacon Lighting and Worley Parsons, and what each firm is saying about their near-term prospects.

BHP (ASX:BHP) Continue…

by Roger Montgomery Posted in Companies.

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In this week’ video insight Andreas takes a closer look at the largest upcoming IPO – WeWork. WeWork provide office space on a temporary basis to business or individuals that either don’t want to commit to a longer lease or that only need office space temporarily.  We think investors should be super cautious. Here’s why.

by Andreas Lundberg Posted in Video Insights.

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Reporting season has offered up the usual mixed bag of results and outlook statements from Australia’s listed companies.  The management insights from Jumbo Interactive, Domain, Breville and Magellan are particularly interesting. Continue…

by Joseph Kim Posted in Companies.

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by Roger Montgomery's Team Posted in Old Content.

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In this interview on Money News Roger and Ross discuss some of the recent reporting results. We’ve seen pockets of enthusiasm in some results although it’s important to keep in mind that these results are looking at the past. What does the future hold?

by Roger Montgomery Posted in Radio.

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Technology once presented a major barrier to entry and often stifled competition. So what changed? We see the explosion in the cloud as a catalyst for why we believe small companies represent an attractive area of investor opportunity. Continue…

by Gary Rollo Posted in Technology & Telecommunications.

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