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The process for finding small companies with potential
Roger Montgomery
August 28, 2019
An important part of investment management is portfolio construction. Gary Rollo and Dominic Rose – two seasoned and dedicated small cap specialists – lift the lid on their investment process and how they go about weighting individual holdings in the portfolio to share insights ahead of the commencement of the new Montgomery Small Companies Fund. Continue…
by Roger Montgomery Posted in Montgomery News and Updates.
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Money News 27.08.2019
Roger Montgomery
August 28, 2019
In this interview on Money News Roger and Ross discuss the overall results from the reporting season. Even though there have been some disasters, it has been a fairly solid profit reporting season. Where we currently see danger, is the amount of stretched valuations. Will this create more volatility and potential opportunities for the next 12 months?
by Roger Montgomery Posted in Radio.
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Roger that – Flight Centre delivers again!
Roger Montgomery
August 28, 2019
Many have doubted Flight Centre’s ability to thrive in an online world. But its clicks-and-bricks strategy looks to be succeeding, as does the goal of expanding its global footprint. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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A look into Steadfast’s FY19 earnings results
Joseph Kim
August 27, 2019
In this week’s video insight Joseph provides an update on Steadfast’s FY2019 results. Steadfast reported underlying earnings before interest, tax and amortisation of $193 million, which was a 17 per cent increase on 2018. The outlook bodes well for Steadfast shareholders in the medium term, with the market rewarding the result with a positive share price response despite the additional share issuance to raise capital for future acquisitions.
Continue…by Joseph Kim Posted in Video Insights.
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Uniti continues to Unify at an electrifying pace
David Buckland
August 26, 2019
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.
