End of an epoch - Warren Buffet retires. What do investors need to know? READ HERE to learn more.
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The talent turning good businesses into good investments
Roger Montgomery
August 20, 2019
To invest successfully in small companies, you really need to know the people running the businesses. And in Gary Rollo and Dominic Rose, the Montgomery Small Companies Fund has two highly experienced fund managers well equipped to assess the leaders of ASX-listed small companies. Continue…
by Roger Montgomery Posted in Montgomery News and Updates.
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Introducing The Montgomery Small Companies Fund
Roger Montgomery
August 20, 2019
We are delighted to welcome respected fund managers Gary Rollo and Dominic Rose to the Montgomery team as we launch our first small companies fund. Continue…
by Roger Montgomery Posted in Editor's Pick, Montgomery News and Updates.
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Super Retail Group continues to shine
Andreas Lundberg
August 19, 2019
Super Retail Group is one of the few Aussie bricks-and-mortar retailers to successfully navigate the online era and thrive. Their new chief executive says he’s confident of growing profits this year despite a $9 million hit from higher wage costs. Continue…
by Andreas Lundberg Posted in Companies.
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Infrastructure needs and the migration debate
Andreas Lundberg
August 19, 2019
Federal government moves to re-assess Australia’s high immigration rate could lead to a cut in migrant numbers. This is potentially bad news for the nation’s property and infrastructure developers. Continue…
by Andreas Lundberg Posted in Market commentary.
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What’s next for the residential construction industry?
Roger Montgomery
August 15, 2019
In this week’s video insight, Roger takes a look at what the future holds for the residential construction industry. We have maintained the view that retailers will report reasonable numbers for FY19 with construction activity still strong as homes that were ordered a year or two ago are still under construction. But once those homes are completed, will the picture for retailers deteriorate rapidly?
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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