Blog Archives

  • Are markets serious about Coronavirus?

    Roger Montgomery
    February 27, 2020

    In this week’s video insight Roger provides an update on the coronavirus. With the death toll now more than 2,700 and more than 80,000 global cases. Additionally, the Mayor of San Francisco has declared a state of emergency, hotels are in lockdown in Italy and Austria, and the virus is spreading in Iran, Croatia and Switzerland.  Other than the last two days of selling, markets have been relatively sanguine about the coronavirus with the S&P500 hitting record highs just last week. Why? Continue…

    by Roger Montgomery Posted in Editor's Pick, Video Insights.

  • Imdex strong performance and a positive outlook

    Gary Rollo
    February 24, 2020

    IMDEX Limited (ASX:IMD) has made a positive start to the current financial year reporting seven consecutive halves of revenue and earnings growth. Incoming Chief Executive Officer, Paul House came in to share the highlights of the announced results. Continue…

    by Gary Rollo Posted in Montgomery Small Caps Management Video Series.

  • What could trigger lower domestic gas prices?

    Andreas Lundberg
    February 12, 2020

    In this week’s video insight Andreas reviews our domestic east coast gas prices. It seems that the east coast LNG export adds very little to the Australian economy, given the appointment of a new minister of resources will we see any action taken?

    by Andreas Lundberg Posted in Video Insights.

  • Aussie cash rates down from 6.0% to 1.0% in the decade since the GFC

    David Buckland
    January 21, 2020

    In this week’s video insight David reviews the low growth and low inflation environment we currently find ourselves in. This is attributable to four major factors which are structural in nature and are causing disruption across the Western world workforce. Together with casualisation and little growth in real wages, many people are logically feeling less secure.  Are there any winners? Continue…

    by David Buckland Posted in Editor's Pick, Video Insights.

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    Roger Montgomery's Team
    January 17, 2020

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    by Roger Montgomery's Team Posted in Old Content.

  • What should we expect from the big four banks in 2020?

    Stuart Jackson
    January 13, 2020

    In this week’s video insight Stuart reviews the banks performance in 2019. The banks have endured a turbulent few of years and 2019 was no different, generating a total return of 9.5 per cent for the calendar year, less than half that of the broader market return of 23.8 per cent. Of the major banks the Commonwealth of Australia was the best performer delivering a total return of 16.9 per cent. Looking to 2020, the outlook is improving marginally relative to 2019 but remains challenging. What should we expect? Continue…

    by Stuart Jackson Posted in Editor's Pick, Financial Services, Video Insights.

  • Roger Montgomery’s Christmas Message 2019

    Roger Montgomery
    December 20, 2019

    While progressive morality – the bending of what is acceptable (and legal!) to suit the times – sounds appealing, Christmas reminds us of a great and unchanging truth; that at a single point in our history a man, with a revolutionary claim to being the son of God, came to down to Earth to proclaim freedom. And we can turn to the birth of Jesus as a sign that peace and harmony can exist if we are free not to do what we want, but to do what we should. I hope and pray you and your family experience the great joy and peace that is intended for you this Christmas.  And this year I also pray for the safety of those affected by bushfire.

    by Roger Montgomery Posted in Editor's Pick, Video Insights.

  • Infrastructure assets for the digital economy – Data Centres

    Gary Rollo
    December 18, 2019

    Technology was once a major competitive advantage for large companies, today that’s no longer the case, smaller companies can now compete on a level technology playing field thanks to Cloud Computing and the Digital Economy.  It’s why we believe that small companies represent an attractive area for investing. Continue…

    by Gary Rollo Posted in Montgomery Small Caps Management Video Series, Video Insights.

  • The outlook for the meat industry

    Andreas Lundberg
    December 10, 2019

    In this week’s video insight Andreas takes a closer look into the meat industry. Research shows that by 2040 vegan meat replacement and cultured meat will take significant share and account for around 60 per cent of total meat consumption. Which companies will be impacted by this? Continue…

    by Andreas Lundberg Posted in Editor's Pick, Video Insights.

  • Data centre growth to benefit NextDC

    Roger Montgomery
    December 2, 2019

    In this week’s video insight Roger discusses why we view NextDC as a long-term infrastructure play that investors should be viewing with a telescope rather than a microscope to understand the opportunity. Continue…

    by Roger Montgomery Posted in Editor's Pick, Stocks We Like, Video Insights.