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Why we own Pro Medicus
Roger Montgomery
October 21, 2022
Sean, Alan, Dan and the Australian Eagle team, now running The Montgomery Fund, and The Montgomery [Private] Fund alongside me as co-PM, have held quality healthcare companies for many years due to faster-than-GDP growth and their resilience through most economic environments. Today, I unveil the high-level thesis for the inclusion of Pro Medicus (ASX:PME), a company whose share price causes deep-value investors to spit their cornflakes back into the bowl. Continue…
by Roger Montgomery Posted in Companies, Health Care, Stocks We Like.
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- POSTED IN Companies, Health Care, Stocks We Like.
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What will roar when the USD eventually reverses?
Roger Montgomery
October 20, 2022
There is no question, as a consequence of the pandemic central banks employed radical unconventional monetary policy, alongside equally radical fiscal policy. In an ideal world, there would be no consequences, however every action must have a reaction. The reaction, with a substantial lag, of course, is inflation. Continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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What does the Australian Eagle team mean by quality?
Roger Montgomery
October 20, 2022
In this video Sean Sequeira joins me to discuss how we define quality for the companies held in The Montgomery Fund portfolio. Sean identifies the importance of quality when investing and how Australian Eagle Asset Management determine the quality of a business. Continue…
by Roger Montgomery Posted in Investing Education, Montgomery News and Updates, Video Insights.
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Is AMP an improving quality company with a strong valuation case?
Roger Montgomery
October 19, 2022
One new addition in The Montgomery Fund and The Montgomery [Private] Fund is AMP Limited (ASX:AMP), and on its first mention this might seem like a controversial inclusion, but is it really? I cover the in brief the thesis for investing in AMP. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Why Symbio sees a long growth story in the Asian market
Gary Rollo
October 19, 2022
In this video Gary Rollo joined Symbio’s (ASX:SYM) CEO and Co-Founder Rene Sugo to introduce the business and share how the businesses’ telecom software works. Rene also delves deeper into Symbio’s opportunity in Asian markets and the growth prospects there. Continue…
by Gary Rollo Posted in Companies, Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights.
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Rising rates are crimping US and Aussie spending power
Roger Montgomery
October 18, 2022
Rising interest rates in Australia and the U.S. are having a profound effect on discretionary spending and housing markets. In Australia, they’re also adding to mortgage stress. According to Roy Morgan research, 942,000 Australians are experiencing mortgage stress, and that figure will rise if rates keep heading north. The good news for investors is that equity markets usually bottom when the times are at their toughest. Continue…
by Roger Montgomery Posted in Market commentary.
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- POSTED IN Market commentary.
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The Montgomery Fund’s investment thesis in Treasury Wine Estates
Roger Montgomery
October 18, 2022
As part of Montgomery’s transition with Australian Eagle Asset Management, one of the new companies in The Montgomery Fund and The Montgomery [Private] Fund is Treasury Wine Estates (ASX:TWE). Here I’d share a high-level overview of the thesis for the inclusion of Treasury Wine Estates in the portfolios. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Fear and Greed: Three scenarios that could kickstart a bull market
Roger Montgomery
October 17, 2022
Roger joined Sean Aylmer on the Fear and Greed Podcast to discuss current market conditions. There’s plenty of negativity in the market right now, with a real risk of recession in the U.S. and in Europe as interest rates rise to combat inflation. But what does this mean for investors? At some point we will enter another bull market. Roger shares three scenarios that could kickstart another run up in sharemarkets in this podcast.
by Roger Montgomery Posted in Podcast Channel.
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- POSTED IN Podcast Channel.
