Montgomery Global Investment Management is coming around to its third anniversary. In this week’s video insight David discusses their progress. How have the funds tracked against the benchmark?

Continue…

by David Buckland Posted in Editor's Pick, Video Insights.

• 2 Comments
• save this article
• 2
• POSTED IN Editor's Pick, Video Insights.

I’ve been fascinated by the soaring trajectory of some of our smaller ‘new age’ companies – like A2M, PushPay, Afterpay and Kogan – whose share prices have rallied over 600 per cent since 2017. We’ve never owned these companies as they haven’t met our tough intrinsic valuation hurdles. Continue…

by Roger Montgomery Posted in Companies.

• 6 Comments
• save this article
• 6
• POSTED IN Companies.

by Roger Montgomery's Team Posted in Old Content.

• Enter your password to view comments.
• save this article
• Enter your password to view comments.
• POSTED IN Old Content.

On 26 April, Healthscope Limited (ASX:HSO) received a non-binding indication of interest from a BGH-led consortium in relation to a proposal to acquire HSO for a price of $2.36 per share, which was a 16 per cent premium to the price prevailing before the approach. Continue…

by Tim Kelley Posted in Companies, Health Care.

• 2 Comments
• save this article
• 2
• POSTED IN Companies, Health Care.

Back in March, we wrote about Codan (ASX:CDA), and how I am personally enthused about their technology. Today, the company has made two announcements that the market has reacted positively to. Continue…

by Andreas Lundberg Posted in Companies, Stocks We Like.

• save this article
• POSTED IN Companies, Stocks We Like.

Predicting market direction is very hard to do. In this week’s video insight, Roger presents some of the facts via a series of charts to let you draw your own conclusions as to where markets are headed in the next 12-18 months.

by Roger Montgomery Posted in Editor's Pick, Video Insights.

• 4 Comments
• save this article
• 4
• POSTED IN Editor's Pick, Video Insights.

In this interview with Ross Greenwood on Money News, Roger discusses how in the past few days we have seen the Australian stock market almost reach its 10 year highs.

by Roger Montgomery Posted in Radio.

• LISTEN
• save this article
• POSTED IN Radio.

One of the sectors Australian investors have trouble accessing – given the domicile of the companies – are high quality global technology businesses, and they account for a little over 30 per cent of the Montgomery Global portfolios. Continue…

by David Buckland Posted in Companies, Stocks We Like.

• 3 Comments
• save this article
• 3
• POSTED IN Companies, Stocks We Like.