Blog Archives

  • Buy in gloom and sell in boom

    David Buckland
    September 30, 2022

    In this week’s video insight David discusses why it’s important to asses how we avoid losing real purchasing power and what we can do to drive real inflation-adjusted returns from our investments. Given inflation is rearing its ugly head and hitting the highest level since the early-1980s, how do investors increase their nominal return? Continue…

    by David Buckland Posted in Video Insights.

  • The impact of rising rates and inflation

    Roger Montgomery
    September 20, 2022

    In this video, Brett Craig explains the likely impact of rising interest rates, inflation and the possibility of a recession on small to medium enterprise businesses. He also reveals how these factors influence potential opportunities in the credit market. Brett then discusses why the Aura Core Income Fund has a preference for SMEs that have strong balance sheets, strong cash flows and a strong management team who are looking for funding for growth and profit initiatives. Continue…

    by Roger Montgomery Posted in Aura Group, Investing Education, Video Insights.

  • Brett Craig introduces private credit and the Aura Core Income Fund

    Roger Montgomery
    September 9, 2022

    In this video, Brett Craig and Roger Montgomery introduce private credit, the opportunity it offers for stable monthly income while seeking to preserve capital, why SMEs seek funding outside of the main banks, where the Aura Core Income Fund invests and how it makes a return for investors. Continue…

    by Roger Montgomery Posted in Aura Group, Editor's Pick, Montgomery News and Updates.

  • An update on the Montgomery business

    Roger Montgomery
    September 7, 2022

    In this week’s video insight I discuss the transformation Montgomery has undertaken over the last three years including our offerings from Gary Rollo and Dominic Rose’s Montgomery Small Companies Fund, our partnership with Polen Capital and their global offerings, our partnership with Aura Group to offer investors income strategies and most recently our partnership with Australian Eagle. Continue…

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

  • What is value and when is a stock or the market cheap?

    Roger Montgomery
    August 29, 2022

    In this week’s video insight Roger discusses the importance of being able to value a company, and the importance of having a framework for thinking about when a company or the stock market might be cheap. That framework should be able to help you navigate through the markets various storms and sunny periods. Continue…

    by Roger Montgomery Posted in Video Insights.

  • Why we’re wedded to quality

    Roger Montgomery
    August 24, 2022

    In this week’s video insight Roger asks if another leg lower in the market transpires, what should you invest in? High quality businesses, when the price-to-earnings are compressed, are bound to generate great returns in the future. In fact, the lower the price you pay for a high-quality business, the higher your return will be. But what is a high-quality business? Continue…

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

  • Has peak inflation passed?

    Roger Montgomery
    August 16, 2022

    In this week’s video insight I ask the question has inflation peaked, and is this leading optimism in the stock market? Stocks rallied sharply last week based on the better-than-expected consumer inflation (CPI) data. Consequently the U.S. Central Bank and the Reserve Bank of Australia will keep increasing interest rates this year, but then cut them next year thanks to a recession. Are these expectations reasonable? I look at some charts to answer this in the video. Continue…

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

  • Is Flight Centre part of the recovery theme?

    Roger Montgomery
    July 27, 2022

    In this week’s video insight Roger discusses Flight Centre (ASX:FLT). This week Flight Centre saw its stock jump more than five per cent on the day it declared travel is recovering slightly faster than expected, and consequently, its losses should be smaller. Is the share price prematurely pricing in a recovery? Continue…

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

  • Why did Megaport’s share price jump 23%?

    Gary Rollo
    July 21, 2022

    Megaport (ASX:MP1) was the ASX’s star performer yesterday jumping 23 per cent on the close following a trading update that clearly surprised many in the market. I joined Roger to discuss why it is a holding in the Montgomery Small Companies Fund and identify the two big messages in the release yesterday. Continue…

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

  • Higher cash rates plus earnings downgrades: an opportunity for counter-cyclical investors

    David Buckland
    July 20, 2022

    In this week’s video insight David reviews what to expect in markets over the next few weeks. We are likely to see a combination of rising official cash rates and the downgrade of many companies’ earnings expectations. Will this promote an opportunity for counter-cyclical investors? Continue…

    by David Buckland Posted in Video Insights.