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The three-bucket strategy for building a retirement portfolio
Roger Montgomery
September 6, 2023
What’s the best way to build a robust retirement portfolio that can ride out market fluctuations and provide steady and dependable income? Back in the 1980s, renowned U.S. financial strategist, Harold Evensky, devised what we believe is a smart approach. He called it the ‘Bucket strategy’. Continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education.
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Collins foods: Navigating challenges and seeking growth opportunities in the fast-food market
Roger Montgomery
July 6, 2023
Brisbane-based Collins Foods Limited (ASX:CKF) operates, manages, and administratively supports fast-food restaurants and food service outlets. The company’s portfolio of owned and franchised KFC outlets makes it one of the largest KFC franchisees in the world. Continue…
by Roger Montgomery Posted in Companies, Consumer discretionary, Editor's Pick.
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Dear young investor: MINIMISE your contributions to super
Roger Montgomery
September 18, 2023
Back in 2013, I wrote a now infamous article entitled Dear Under 50 Investor. For convenience, I have linked that article at the end of this one. That article made it clear Australians’ superannuation would not be the great source of wealth accumulation for the youth that it once was, and still is, for the older cohort of baby boomers. Continue…
by Roger Montgomery Posted in Investing Education.
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From retail giants to resources: Wesfarmers’ strategic Lithium expansion unveiled
Sean Sequeira
July 4, 2023
Most people associate Wesfarmers (ASX:WES) with some of Australia’s best known retail names such as Bunnings, Kmart and Officeworks. While this is where the bulk of the earnings are generated now, the role of Wesfarmers in everyday Australians’ lives actually runs deeper than it would appear on the surface with a growing healthcare and resources exposure. Continue…
by Sean Sequeira Posted in Companies, Stocks We Like.
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Another high quality result – Breville
Roger Montgomery
August 23, 2023
Breville Group (ASX:BRG) is a company owned in the Montgomery Small Companies Fund and one we have written about extensively. Back on April 14, I wrote about Breville, its 40 per cent share price decline from August 2021 highs and the fact that it was trading on a price earnings (P/E) ratio typically reserved for retailers with store lease obligations and few runways for growth. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Home-grown Australian biomedical companies shine on the global stage
David Buckland
July 5, 2023
In this week’s video insight David Buckland discusses two Australian biomedical companies, Pro-Medicus (ASX:PME) and Telix Pharmaceuticals (ASX:TLX) which are gaining global recognition. Pro-Medicus specialises in imaging software and has experienced significant growth, while Telix focuses on cancer management technologies with promising market potential. Both companies are poised for further success and expansion. Continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
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The appalling treatment of Australia: high airfares, Qantas’ anti-competitive behaviour, and nepotism
Roger Montgomery
August 29, 2023
The skies above Australia have long symbolised freedom, exploration, and connection. Yet, in recent years, these skies have become shrouded in clouds of anti-competitive behaviour, sky-high airfares, and nepotism, threatening the very essence of Australia’s aviation industry. Continue…
by Roger Montgomery Posted in Airlines, Companies, Editor's Pick.
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Legacy point of sale providers are the walking dead
Roger Montgomery
July 14, 2023
I think investors in businesses that generate meaningful revenue from point-of-sale hardware terminals (EFTPOS terminals) are sleepwalking towards their own financial cliff. And my reading of some of the broker research notes, covering the relevant companies, tells me the market doesn’t understand the implications. There is therefore much more downside ahead for these businesses. Continue…
by Roger Montgomery Posted in Companies, Consumer discretionary, Editor's Pick, Financial Services.
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Why small caps could rally from here
Roger Montgomery
July 25, 2023
Back on 12 October last year, with the S&P500 in the grip of a bear market, we published a blog titled “Why it might be time to be greedy once more”. It’s turned out to be a good call, as the index has since gained 21 per cent. But not all companies have participated in the rally – large caps have easily outpaced small caps, which are now selling at very attractive prices. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Stayer’s secrets: Mercer’s top fundie
Sean Sequeira
July 26, 2023
Australian Eagle Asset Management is the top performing fund manager over a five-year period with their Equity Strategy Fund delivering an impressive return of 11.6 per cent per annum, compared to the ASX 100 Accumulation Index which returned 7.8 per cent per annum. Continue…
by Sean Sequeira Posted in Editor's Pick, In the Press, Montgomery News and Updates, On the Internet.
Watch our recent video insight with David and Damon Ficklin from Polen Capital as they give some insight into the strategy behind the Polen Capital Global Growth Fund here
