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Three is the magic number
Roger Montgomery
May 22, 2023
With apologies to De La Soul for hijacking the title of one of their hit songs, we discuss here three companies that are currently held in our domestic funds. All three can be found in the portfolios of The Montgomery Fund and The Montgomery [Private] Fund, managed by Sean Sequeira, Alan Kwan and Daniel Chan. Corporate Travel Management is also held by Gary Rollo and Dominic Rose in the Montgomery Small Companies Fund. Continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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Will small caps outperform again?
Roger Montgomery
May 19, 2023
The following chart pack reveals the material underperformance of U.S. and global small companies against their larger-capitalisation peers. The relative performances are displayed over the last twelve months and the 2023 calendar year to date (YTD). Continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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Two stocks we currently like
Gary Rollo
May 19, 2023
In this week’s video insight I joined Montgomery’s head of distribution Scott Phillips to discuss two stocks we currently hold in the Montgomery Small Companies Fund including insurance broking, underwriting agency and risk management businesses AUB Group (ASX:AUB) and lithium producer Allkem (ASX:AKE). AUB Group falls into the category of stable compounders, those businesses with defensive growth characteristics. And we think Allkem is very attractive in the lithium sector. Continue…
by Gary Rollo Posted in Editor's Pick, Stocks We Like, Video Insights.
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Ausbiz: Why technology and small caps could rally strongly
Roger Montgomery
May 18, 2023
I joined Ausbiz to discuss what sectors are worth investigating if the U.S. Federal Reserve cuts interest rates this year. While interest rate cuts could matter in the short term, they ultimately won’t impact the returns of active investors who invest in quality growth businesses. Watch the interview: Why technology and small caps could rally strongly
by Roger Montgomery Posted in TV Appearances.
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REA Group continues to deliver for long-term investors
Roger Montgomery
May 17, 2023
Since listing in 1999, the share price of REA Group (ASX:REA) – Australia’s leading online property portal – has risen from around 50 cents to around $140. So you’d have been far, far better investing in REA than in the property market that it serves. REA continues to be one of the highest quality businesses on the ASX, and a slightly underwhelming third-quarter trading update has not changed my opinion of the company’s prospects. Continue…
by Roger Montgomery Posted in Companies, Property, Stocks We Like.
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Why the right investment framework is important
Roger Montgomery
May 16, 2023
We recently published a blog post I wrote entitled, ‘Why I think tech and small caps could rally this year’. In that post I explained the unreasonableness of the interest rate market’s expectations of more than three rate cuts by the end of January 2024. Continue…
by Roger Montgomery Posted in Market commentary.
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The wrangling over White Gold is set to accelerate
David Buckland
May 15, 2023
As detailed in my most recent blog entitled “Will the copper price hit record highs?”, Latin America and Australia combined, according to the U.S. Geological Survey, currently controls around 75 per cent of the world’s lithium reserves, whilst China has 80 per cent of the global refining capacity. Continue…
by David Buckland Posted in Companies, Stocks We Like.
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What happens to share prices is earnings fall?
Roger Montgomery
May 12, 2023
In this week’s video insight Roger discusses the most obvious and predicted recession ever and a commensurate collapse in earnings. Earnings are holding up relatively well. But if they fall what happens to prices? Well, it turns out the relationship isn’t as clear as you might expect. Continue…
by Roger Montgomery Posted in Video Insights.
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