Macquarie Telecom and Uniti Group are two holdings in the Montgomery Small Companies Fund. Find out why we like them here.
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Building an export industry for cannabis medicines
Andreas Lundberg
June 3, 2021
The medicinal cannabis industry is gaining significant momentum, however, still remains in the early stages of growth. Zelira Therapeutics recently reported record quarterly cash receipts for the third quarter, up 249 per cent on H1 FY21. Continue…
by Andreas Lundberg Posted in Companies, Health Care.
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Equity Mates – 30 year stocks for Bryce’s 30th
Roger Montgomery
June 2, 2021
Roger joined Alec Renehan and Bryce Leske on Equity Mates to discuss why I think stocks in the medical sector are worth owning for the long term and if I had to buy a stock for 30 years – what would it be?
by Roger Montgomery Posted in Editor's Pick, TV Appearances.
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Roger Montgomery shares his insights on the Australian market and advice for new investors
Roger Montgomery
June 2, 2021
Roger joined Grady Wulff from Grafa at the Australian Shareholder’s Association Conference to discuss the outlook for Australian markets over the next 12-months and why buy now pay later stocks don’t meet our quality hurdles.
by Roger Montgomery Posted in Editor's Pick, TV Appearances.
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Watchlist Wednesday: Roger’s two stocks and a bank
Roger Montgomery
June 1, 2021
Roger joined Alec Renehan and Bryce Leske on Equity Mates Watchlist Wednesday to discuss Aussie banks. Montgomery purchased CBA and Westpac during the March 2020 COVID-induced sell off. With a stable economic outlook, are the banks able to continue to generate strong credit growth?
by Roger Montgomery Posted in TV Appearances.
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Is it time to tilt to high quality tech names?
Roger Montgomery
June 1, 2021
Over the past year or so, we’ve seen spikes in the valuations of fast growth, momentum stocks. But if inflation rears its head, that could change in a heartbeat. Which is why the next big rotation could see these over-valued – often profitless – firms dumped in favour of long-duration quality tech businesses. Continue…
by Roger Montgomery Posted in Companies, Global markets, Stocks We Like.
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What return can you expect on Freightways shares?
Tim Kelley
June 1, 2021
Recently, we wrote about the return a long-term investor might expect to earn buying Australian listed equities at today’s prices. The note, which can be found here, concluded that returns in the region of 7.5-8 per cent might be a reasonable estimate – somewhat lower than the returns earned in the past. Continue…
by Tim Kelley Posted in Companies, Stocks We Like.
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Positive news for those cautious about being vaccinated
Roger Montgomery
May 31, 2021
Having just received my first COVID-19 jab this morning, I am encouraged to read the latest stats out of the US Centers for Disease Control and Prevention (CDC). In its recent report, the CDC has found less than 1,000 cases of COVID-19 required hospitalisation out of more than 100 million fully vaccinated individuals. Continue…
by Roger Montgomery Posted in Market commentary.
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3 off-piste investing ideas for your portfolio
Roger Montgomery
May 31, 2021
It’s hard not to be intrigued by – and envious of – the stories of rapid and stupendous gains made by some people on unconventional investments, like NFTs and cryptocurrency. The good news, particularly for those who missed out on this profit bonanza, is there are still some unconventional investments out there with very attractive prospects. Continue…
by Roger Montgomery Posted in Market commentary.
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