Read my latest article for the Australian titled, Why the onward march of AI and the tech titans demands change READ NOW
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Just how small are small cap companies?
Michael Gollagher
May 27, 2024
One of the questions we get asked often is about the size of the companies that we can invest in with the Montgomery Small Companies Fund. So, I thought we would take a moment to have a look at the S&P ASX Small Ordinaries Index so we can understand some of the names in the market that could form part of our fund and investment universe. Continue…
by Michael Gollagher Posted in Small Caps.
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How much better off are you in a private credit fund versus an investment property?
Roger Montgomery
May 24, 2024
I recently met with a dear friend who was celebrating the full repayment of his mortgage. Putting aside the fact most people might think that’s an unusual milestone to celebrate, he used the gathering to discuss what investments he could fund by borrowing against his house. From the frying pan into the fire. Continue…
by Roger Montgomery Posted in Aura Group, Property.
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Should BHP keep bidding against itself?
David Buckland
May 23, 2024
In this week’s video insight, Sean Sequeira and I discuss the strategic decisions within the mining sector, highlighted by BHP’s latest bid for Anglo American. This move, part of a broader trend of significant acquisitions, could reshape the competitive landscape by boosting BHP’s (ASX:BHP) production in iron ore, copper, and metallurgical coal. We also explore how other industry giants like Rio Tinto (ASX:RIO) are positioning themselves amidst these shifts, focusing on internal growth and strategic asset management. Join us as we delve into these developments and their implications for the global mining industry. Continue…
by David Buckland Posted in Video Insights.
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Equity Mates: Buy or sell
Roger Montgomery
May 23, 2024
I had the pleasure of joining Adam Keily on the ‘Equity Mates’ podcast, where we had a great discussion about ten noteworthy stocks that are currently catching my eye. These picks span across a variety of sectors, domestic and global and include both small caps and larger companies.
Continue…by Roger Montgomery Posted in Editor's Pick, Podcast Channel.
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Fear and greed: How do they afford that?
Roger Montgomery
May 22, 2024
I had the pleasure of joining Canna Campbell and Michael Thompson on the Fear and Greed podcast. In this episode, we present the ultimate beginner’s guide to buying shares. We explore essential topics such as adopting an investor’s mindset, sourcing quality investing information, and identifying companies with value and growth potential. I explain the importance of viewing shares as businesses and how to distinguish between high-quality and low-quality companies by analysing their annual reports. Additionally, we discuss my views on the role of diversification within an investment portfolio.
Continue…by Roger Montgomery Posted in Podcast Channel.
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How baby boomers won the genetic lottery
Roger Montgomery
May 22, 2024
Baby boomers won the genetic lottery in so many ways, not just because a whole chicken in 1973 was $1.09 (Figure 1).
Take Wayne, for example, born in Sydney in 1945 after World War II. As a teenager, he lands a job earning the national award wage of £13.80 per week. He changes his mind after a couple of years and decides to study engineering. University is free (no HECS), so he continued to work part-time while at university and became an engineer in 1965, earning the average wage of £1,145 per year. Continue…
by Roger Montgomery Posted in Economics, Editor's Pick, Property.
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House prices not getting cheaper anytime soon
Roger Montgomery
May 21, 2024
For almost a decade, I have described Australian residential property owners as a “protected species”; Whether we look at the banks, the banking system in its entirety, regulators, including the Australia Prudential Regulation Authority (APRA), the government and even individual politicians – many of whom own multiple residential investment properties – nobody wants to see property prices fall. Continue…
by Roger Montgomery Posted in Economics, Property.
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Beyond the next bull market
Roger Montgomery
May 20, 2024
As you have probably garnered by now, I am optimistic about the prospects for equity markets for the remainder of 2024 and for all of 2025. I believe a process of risk adoption is underway, reversing the conservative stance that dominated sentiment in 2022 and most of 2023 amid fears of rising interest rates and recession. With the subsequent side-stepping of recession along with the acceptance that rates have probably peaked, and with slow deflation continuing, investor appetite for risk can begin to improve. Continue…
by Roger Montgomery Posted in Economics.
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