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How do we calculate total returns?
David Buckland
September 15, 2023
This blog provides investors with an explanation of how total return figures are calculated for the Montgomery Small Companies Fund. Importantly it is worth knowing the investment returns are not generated by Montgomery Investment Management. Fundhost Limited is the Independent Administrator and Responsible Entity of the Montgomery and Polen Capital Funds and is responsible for all the calculations. Continue…
by David Buckland Posted in Investing Education.
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ABC 7.30 – High court rules Qantas COVID-era layoffs ‘unlawful’
Roger Montgomery
September 14, 2023
With the high court unanimously rejecting an appeal by Qantas after the federal court found the airline had illegally sacked staff in 2020 during the COVID pandemic, ABC highlights the significance of this ruling and the impact this will have on Qantas’ reputation going forward. Watch the full video here
by Roger Montgomery Posted in TV Appearances.
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Is Tesla just another car company?
Roger Montgomery
September 14, 2023
In the ever-evolving landscape of the automotive industry, few companies have captured the world’s attention quite like Tesla. Thirteen years ago, electric cars were synonymous with virtue signalling rather than high-performance excitement. However, Tesla disrupted this perception, transforming electric vehicles into something thrilling and aspirational. Its journey, from a modest initial public offering (IPO) in 2010 to a valuation exceeding $1 trillion in 2019, has been nothing short of remarkable. Yet, recent stagnation in Tesla’s stock price has prompted a critical question: Is Tesla still the visionary pioneer it once was, or is it merely becoming “just another car company”? Continue…
by Roger Montgomery Posted in Companies.
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Navigating the FY23 reporting season: Tech and retail sector highlights
Roger Montgomery
September 13, 2023
In this weeks’ video insight, I wanted to highlight some key takeaways from the reporting season, especially in the tech and retail sector. Retail’s results were mixed, with earnings per share declining in the second half of 2023. Predictions for fiscal year 24 and 25 estimates saw a slight downturn. In the tech sector, performance met expectations, with a noticeable focus on tech companies’ downgrading due to depreciation and amortisation, and capex concerns with a focus on cash flow and the underestimation of rising interest rates. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary, Video Insights.
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10 reasons to consider private credit
Roger Montgomery
September 13, 2023
Fifteen years ago, many of my friends were in their early to mid-fifties. With retirement still a long way off, and living their best lives, the volatility of the stock market was something to be endured, if not salivated over, because it was the price to pay to create serious wealth. Continue…
by Roger Montgomery Posted in Aura Group, Editor's Pick, Investing Education.
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Streaming TV ain’t what it used to be
Roger Montgomery
September 12, 2023
In 1999, I was working at an investment bank. It was a terrible year to be advising investors to invest in high-quality companies making a profit and to take profit on the technology-related initial public offerings (IPO) listed at massive first-day premiums despite being unprofitable businesses. It was the year of the first technology boom, now known as the Dotcom boom and subsequent bubble. Continue…
by Roger Montgomery Posted in Market commentary, Technology & Telecommunications.
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Ausbiz – Answering the critical question lingering over Qantas
Roger Montgomery
September 11, 2023
In this interview with Ausbiz, I discuss how former Qantas (ASX:QAN) Chief Executive Officer, Alan Joyce, recently left his position with optimism about the airline’s strength and promising future. And the speculation surrounding Joyce’s retirement amid the questions about Qantas’ economic performance over the past 15 years. Listen to the full interview here.
by Roger Montgomery Posted in TV Appearances.
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The themed ETF trap
Roger Montgomery
September 11, 2023
At the outset, let me be clear: This is a blog post about a very narrow band of specialised or thematic exchange-traded funds (ETF), not broader ETFs that track major stock market indices. Continue…
by Roger Montgomery Posted in Market commentary.
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