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  • After a year of massive volatility in 2020 momentum stocks have dominated the pandemic’s bull market since the steep correction in March. Have markets got ahead of themselves in pricing a return to growth? Listen here.

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Screen Shot 2020-10-15 at 5.45.46 pm
Flying high – a remarkable track record
October 16, 2020
by Gary Rollo
Screen Shot 2020-10-15 at 10.15.17 am
Montaka's Quarterly Update (Q3 2020)
October 14, 2020
by Andrew Macken
Screen Shot 2020-10-12 at 2.10.13 pm
Should your portfolio have exposure to the Aussie e-commerce theme?
October 13, 2020
by Roger Montgomery
Screen Shot 2020-10-02 at 11.20.25 am
An exciting growth stock: Macquarie Telecom
October 6, 2020
by Roger Montgomery
  • 09122020_mortgage rates

    How to reduce the interest rate on your mortgage

    Andreas Lundberg
    December 9, 2020

    A new report by the Australian Competition and Consumer Commission (ACCC) has found that, as a whole, Australians are paying too much interest on their mortgages. How much too much? Well, according to a conservative estimate, as a nation we are likely paying at least $10 billion per year more than we need to. Thankfully, there are steps to take to get a better rate. Continue…

    by Andreas Lundberg Posted in Property.
    • 2 Comments
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    • 2
    • POSTED IN Property.
    09122020_mortgage rates
  • 09122020_COVID boom

    How to position your portfolio for a post-COVID boom

    Roger Montgomery
    December 8, 2020

    The good news on COVID-19 vaccines strengthens the case for a global equities boom in 2021.  But where will the biggest gains be found?  In beaten-down cyclicals, ‘re-openers’ and other firms smashed by the temporary lockdowns? Or in the so-called ‘pandemic darling’ tech stocks? Continue…

    by Roger Montgomery Posted in Editor's Pick, Market commentary.
    • save this article
    • POSTED IN Editor's Pick, Market commentary.
    09122020_COVID boom
  • 07122020_Mining services

    Our top picks in the mining services space

    Dominic Rose
    December 7, 2020

    Surging commodity prices and a deep infrastructure pipeline support a positive medium-term outlook for contractors, a sector which has broadly lagged the market recovery. Here, we share our preferred businesses – we favour players with strong management teams, scaled business with ability to take market share as the cycle strengthens.
    Continue…

    by Dominic Rose Posted in Companies, Editor's Pick, Stocks We Like.
    • save this article
    • POSTED IN Companies, Editor's Pick, Stocks We Like.
    07122020_Mining services
  • 04122020_Salesforce

    Salesforce: A Symphony of Solutions (Part II)

    Amit Nath
    December 7, 2020

    In Part I of this series we introduced some of our perspectives on Salesforce’s business and the dimensions it engages with customers. Perhaps even more impressive however, is the truly astonishing value customers receive from Salesforce. Continue…

    by Amit Nath Posted in Companies, Stocks We Like.
    • 1 Comments
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    • POSTED IN Companies, Stocks We Like.
    04122020_Salesforce
  • Discover how to value the best stocks and buy them for less than they’re worth.

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    “This is a book you simply must read.
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  • Gary Rollo on Talk Ya Book – Alliance Aviation

    Gary Rollo
    December 4, 2020

    Gary joined Chris Judd on Talk Ya Book to discuss Alliance Aviation (ASX:AQZ), a company that provides contract, charter and aviation services. The company has operational bases in five of Australia’s capital cities and a further three in the Queensland regional centres of Townsville, Rockhampton and Cairns. As the business grows its fleet, with the strategic acquisition of 14 aircraft in August 2020, we expect the share price should follow those additional earnings as its capacity increases. Continue…

    by Gary Rollo Posted in Montgomery Small Caps Management Video Series.
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    • POSTED IN Montgomery Small Caps Management Video Series.
  • 04122020_Chris AFR Interview

    The stock Chris Demasi is quietly excited about

    Christopher Demasi
    December 4, 2020

    In this article for the Australian Financial Review, Chris Demasi answers seven questions by Vesna Poljak on topics ranging from a stock he is excited, impacts from the US election and  about to where you can find a good pasta in Sydney! Continue…

    by Christopher Demasi Posted in On the Internet.
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    04122020_Chris AFR Interview
  • Andreas

    Have travel restrictions impacted Atlas Arteria’s value?

    Andreas Lundberg
    December 3, 2020

    In this week’s video insight Andreas discusses Atlas Arteria’s major asset, the 31 per cent stake in APRR, a 2300 km motorway network in France. Coronavirus travel restrictions have seen Atlas Arteria’s first-half revenues decline 25 per cent. But is the worst over? Continue…

    by Andreas Lundberg Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
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    • POSTED IN Companies, Editor's Pick, Stocks We Like, Video Insights.
    Andreas
  • 03112020_Soaring markets

    Why our soaring market still looks ok to me

    Roger Montgomery
    December 3, 2020

    Are share markets cheap or expensive right now? Well, it depends who you ask. And there are plenty of people happy to offer their opinion. But at the risk of adding to this largely irrelevant discussion (after all, we buy shares in companies, not ‘the market’) here’s my take. Please feel free to comment – I’d love to read your views as well. Continue…

    by Roger Montgomery Posted in Market commentary.
    • 16 Comments
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    03112020_Soaring markets
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