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Reasons to be cheerful as more firms announce strong results
Roger Montgomery
August 30, 2019
AP Eagers, Prospa and Appen have all delivered strong earnings reports and upbeat outlook statements, which should cheer many investors. The update from supermarket giant, Woolworths, was also far from shabby. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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What next for our big health insurers?
Stuart Jackson
August 30, 2019
Investors in NIB Holdings (ASX:NHF) and Medibank Private (ASX:MPL) would have enjoyed the past six months, with the share price of both companies rising by over 20 per cent. And there may be more good news to come. Continue…
by Stuart Jackson Posted in Companies, Health Care, Stocks We Like.
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A look at companies exposed to tailwinds
Gary Rollo
August 29, 2019
With reporting season sprinting to the end, on a fundamental level it is not all doom and gloom, there are winners (and losers). We notice a clear winner in companies with direct consumer exposure. What are our observations on the cyclical winners and those companies with structural growth tailwinds?
Continue…by Gary Rollo Posted in Companies.
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Assets hidden in Alibaba’s cloud!
Christopher Demasi
August 29, 2019
Earlier this month I noted Alphabet, owner of Google, had a Fortune 500-size business hidden away in its “Other” reported revenues: Google Cloud. Did you know that another of our holdings – Alibaba, the Chinese owner of the world’s largest e-commerce platform, also has a massive cloud business? Continue…
by Christopher Demasi Posted in Companies, Stocks We Like.
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MONTGOMERY SMALL COMPANIES FUND
LAUNCHING 20 SEPTEMBER
SMALLER COMPANIES CAN HAVE AN EXCEPTIONAL ABILITY TO COMPOUND IN VALUE.
OUR NEW FUND LETS YOU ACCESS THE POTENTIAL.
MONTINVEST.COM -
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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