Blog Archives

  • Economic insights from reporting season

    Roger Montgomery
    September 18, 2023

    In this week’s video insight, I review the question of whether a recession is imminent. There has been no shortage of talks of a recession lately, although if we dive deeper into what we have seen in markets over August and September a compelling counterpoint to this narrative is visible. Continue…

    by Roger Montgomery Posted in Economics, Market commentary, Video Insights.

  • The Montgomery Small Companies Fund has had a cracking few months

    Gary Rollo
    September 7, 2023

    In this week’s video insight I joined David Buckland to dive into the recent performance of the Montgomery Small Companies Fund. As the reporting season concludes, the Fund has delivered 11.19 per cent for the three months to 31 August. This is an outperformance of 8.97 per cent compared to its benchmark the S&P/ ASX Small Ordinaries Accumulation Index. The outperformance can be attributed to several key stocks in the Fund’s portfolio, particularly Megaport (ASX:MP1), Audinate (ASX:AD8), and Aussie Broadband (ASX:ABB), all of which have exhibited strong growth and management excellence. Continue…

    by Gary Rollo Posted in Editor's Pick, Stocks We Like, Video Insights.

  • Wrapping up the 2023 financial year reporting season: A mix of resilience and uncertainty

    Roger Montgomery
    August 30, 2023

    In this week’s video insight, Roger Montgomery delves into the recently concluded 2023 financial year reporting season which presented a mixed picture. Continue…

    by Roger Montgomery Posted in Market commentary, Video Insights.

  • Altium – A quality stock with excellent momentum

    David Buckland
    August 25, 2023

    In this week’s video insight, David Buckland, CEO of Montgomery, and Sean Sequeira, Chief Investment Officer of Australian Eagle Asset Management, discuss the investment landscape surrounding Altium (ASX:ALU). The discussion delves into Altium’s historical performance, its emphasis on quality, and its ambitious growth aspirations. Through an exploration of Altium’s positioning, management consistency, and recent achievements, this discussion underscores the significance of these factors in evaluating the company’s investment potential. Continue…

    by David Buckland Posted in Companies, Stocks We Like, Video Insights.

  • Why we think Alliance Aviation has strong earnings growth potential

    Gary Rollo
    August 11, 2023

    In this week’s video insight I joined Montgomery’s head of distribution Scott Phillips to discuss a current holding in the Montgomery Small Companies Fund, Alliance Aviation Services (ASX:AQZ). Alliance Aviation Services falls into the category of Aviation, although it is not a typical airline business. I identify why it is a holding in the Montgomery Small Companies Fund and what we expect in terms of its future earnings. Continue…

    by Gary Rollo Posted in Airlines, Companies, Editor's Pick, Stocks We Like, Video Insights.

  • Navigating the 2023 August reporting season: earnings estimates and market insights

    Roger Montgomery
    August 2, 2023

    In this week’s video insight, Roger Montgomery discusses the August reporting season for 2023. Earnings estimates are uncertain, and the economy’s strength raises concerns due to inflation and higher interest rates. Company fundamentals take centre stage as macroeconomic factors recede. Continue…

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

  • Tech rally unveiled retail investors’ long term affinity

    Roger Montgomery
    July 28, 2023

    In this week’s video insight, Roger delves deeper into the tech rally and sheds light on the recent survey conducted by eToro, indicating retail investors’ continued favoritism towards the tech sector for the rest of the year. As earnings season unfolds, Roger analyses the justification behind the high prices of major tech companies like Microsoft, Alphabet, and Meta, emphasising their substantial investments in AI and cloud business revenues. However, the question remains: are the revenue gains from AI truly transformative or merely incremental? Continue…

    by Roger Montgomery Posted in Video Insights.

  • Private Credit: a smart choice

    Roger Montgomery
    July 17, 2023

    For many years I’ve advocated investment in equities. That won’t change. I believe owning quality growing businesses is the surest way to long-term wealth creation. A quick glance at the ‘rich lists’ of the wealthiest people in Australia, for example, reveals a list of business owners. And the stock market provides investors with access to many of the very same businesses. Purchase at a rational price a portfolio of businesses whose earnings march upwards over the years, and so will the market value of your portfolio. Continue…

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

  • We’ve returned 9.6%* pa to investors without sacrificing on security. Here’s how we do it

    Brett Craig
    July 13, 2023

    In this period of heightened volatility, above-target inflation, and rising interest rates, you need investments that aim to protect your capital as well as grow it. Quality private credit is one way of achieving this. And unlike equities, the cash rate, or other asset classes, you’re not wed to the economic cycle. Continue…

    by Brett Craig Posted in Aura Group, Editor's Pick, Video Insights.

  • Exploring the growth prospects of Endava and Globant: pioneering companies in digital transformation and software development

    David Buckland
    July 13, 2023

    In this week’s video insight David Buckland introduces two companies in the Polen Capital Small and Mid Cap Fund: Endava and Globant. Endava is a British software development and consulting firm experiencing steady revenue growth and global expansion. Globant is a global IT company focusing on AI and software development. Both companies have faced recent share price declines but hold strong potential for long-term growth and digital transformation in various industries. Continue…

    by David Buckland Posted in Companies, Polen Capital, Video Insights.