Blog Archives

  • Optimistic about markets video

    History doesn’t repeat, but maybe it rhymes

    Roger Montgomery
    February 24, 2023

    In this week’s video insight Roger shares reasons to be optimistic about investing in equities and current market conditions. Despite all the doom and gloom surrounding markets at the moment, what matters more than anything else is inflation. Inflation hurts stocks overall because consumer spending drops and corporate profits are impacted by higher input costs. Continue…

    by Roger Montgomery Posted in Video Insights.
    Optimistic about markets video

  • Gary’s best and worst pick from reporting season so far

    Scott Phillips
    February 23, 2023

    In this video Scott speaks with Gary Rollo, portfolio manager of the Montgomery Small Companies Fund on an update on small caps reporting this results season. There’s been more beats from an earnings point of view than misses, but that’s looking backwards. Outlooks count because after all, the stock market buys the future and those have definitely been more negative. Gary also shares one of the best results he has seen and one of the worst. Continue…

    by Scott Phillips Posted in Editor's Pick, Stocks We Like, Video Insights.
  • Investing education video

    The behavioural science of markets

    David Buckland
    February 16, 2023

    In this week’s video insight David delves deeper into the behavioural science of investment markets.  The global economic environment, according to the consensus, will deteriorate as 2023 progresses, but with that said risk is not necessarily inherent in an investment; it is always relative to the price paid. Continue…

    by David Buckland Posted in Investing Education, Video Insights.
    Investing education video

  • What are we seeing from reporting season in small caps so far?

    Scott Phillips
    February 15, 2023

    In this video Scott speaks with Gary Rollo, portfolio manager of the Montgomery Small Companies Fund to provide an update on what we have seen from reporting season so far. It is early in the number of companies who have reported, but we can already see some key themes coming from the consumer sector. Continue…

    by Scott Phillips Posted in Companies, Stocks We Like, Video Insights.
  • resources stocks video

    My top picks in the resources sector

    Gary Rollo
    January 31, 2023

    In this week’s video insight Gary and David discuss how the reopening of China is having a positive impact on the resources sector, specifically copper. The Montgomery Small Companies Fund is currently overweight industrial metals and Gary shares three stocks we like in this space as well as three lithium producers that we think have bright prospects. Continue…

    by Gary Rollo Posted in Companies, Editor's Pick, Energy / Resources, Stocks We Like, Video Insights.
    resources stocks video
  • IMDEX acquires Devico

    IMDEX’s strategic acquisition of Devico

    David Buckland
    January 24, 2023

    In this week’s video insight David takes a closer look at IMDEX’s (ASX:IMD) acquisition of Devico AS.  The strategic combination expands the product suite and client footprint offers extended market presence in key mining regions as well as cross-selling opportunities for IMD’s integrated solutions, with the global number one position in each of Rock Knowledge Sensors, Drilling Optimisation Products and Real-Time Data and Analytics. Continue…

    by David Buckland Posted in Companies, Stocks We Like, Video Insights.
    IMDEX acquires Devico
  • investing for the future

    Don’t invest by looking in the rear-view mirror

    David Buckland
    January 17, 2023

    In this week’s video insight David reviews how the tightening of official cash rates in 2022 impacted markets and discusses why you shouldn’t invest by looking in the rear-view mirror. Companies with highly reliable cash flow and demonstrated resilience will likely be the winners in an environment of slower economic growth. Continue…

    by David Buckland Posted in Editor's Pick, Video Insights.
    investing for the future

  • Is our current version of capitalism failing people and our planet?

    Roger Montgomery
    December 7, 2022

    In this week’s video insight Roger discusses the REDcycle program that has been suspended after it was revealed soft plastic items collected at Woolworths and Coles had bee stockpiled for months in warehouses and not recycled. Many experts suggest recycling solutions are no solution at all. They suggest what is required is a ban on plastics. Continue…

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

  • AMP’s strong valuation case

    David Buckland
    November 30, 2022

    In this week’s video insight David discusses Australian Eagle Asset Management’s process of analysing unloved companies which are seeing an operational turnaround yet to be understood by the market.  A recent example of an “improving quality” company with a strong valuation case is AMP (ASX:AMP). Continue…

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

  • Three great retail stocks to keep an eye on

    Roger Montgomery
    November 24, 2022

    In this week’s video insight Roger suggests a repeatable way to invest, in a sector of the Australian stock market, that appears to have provided excellent returns to those who have applied it in the past. That sector is retailers, and there are three companies that should be on your watch-list. Continue…

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