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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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.
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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.
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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.
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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.
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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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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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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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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.
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