Investor Insights

March 11, 2021

Why we continue to like Uniti Group

By Roger Montgomery

David Buckland has been writing about telecommunications services company Uniti Group (ASX: UWL) since March 2019 – just a month after the company listed on the ASX, when the share price was about 20 cents.   Today, Uniti shares are around $2. 20. That’s better than the proverbial 10-bagger in just two years.
Read Article
March 3, 2021

Roger's take on a terrific reporting season

By Roger Montgomery

One year ago, with the world entering a pandemic nightmare, who could have predicted the amazing first half reporting season just gone? Now, with bond rates climbing, the big question for investors is what lies ahead. We expected the results season just ended to be a positive affair.
Read Article
February 26, 2021

Scentre Group’s activity returns to pre-pandemic levels

By Roger Montgomery

We purchased shares in Scentre Group (ASX:SCG), owner of 42 Westfield shopping malls in Australia and NZ, during the pandemic, when the share price implied an impairment to the company’s Enterprise Value of as much as 30 per cent versus pre-crisis.
Read Article
February 23, 2021

Will Reliance Worldwide benefit from the US freeze?

By Roger Montgomery

Reliance Worldwide (ASX:RWC), is a global provider of water control systems and plumbing solutions. The company sells innovative plumbing fixtures to enhance productivity and efficiency for end users including plumbers and home handymen. Reliance’s core product is the “Push-to-Connect” (PTC) fitting to connect two ends of a copper pipe, marketed under the Sharkbite brand.
Read Article
February 22, 2021

Codan exceeds expectations yet again

By Roger Montgomery

Metal and Gold Detecting company Codan (ASX:CDA) is a top ten position in The Montgomery [Private] Fund and just outside the top ten in The Montgomery Fund. It has been a holding for several years after being picked by Andreas Lundberg and purchased between $2. 86 and $3. 35.
Read Article
February 17, 2021

Small, intense with huge potential. We believe in the power of small companies.

By Gary Rollo

Since inception, the Montgomery Small Companies Fund has turned $1. 00 into $1. 2482, outperforming the S&P/ASX Australian Small Ordinaries Index by over 15% after all expenses to 31 January 2021. The only way to be part of significant growth is to be there at the start. Is your equities portfolio lacking exposure to high growth small companies?
Read Article
February 16, 2021

Three positives from the Commonwealth Bank result

The Commonwealth Bank (ASX:CBA) released its results for the six months to December 2020. The numbers were generally better than expected across most lines resulting in a better earnings result than consensus sell side forecasts.
Read Article
February 12, 2021

Own the bank not a bank deposit

By Roger Montgomery

After 37 years of declining interest rates that have fuelled asset price increases but laid waste to lower-risk income streams, it is perhaps surprising that now should be the time to be discussing dividends.
Read Article
February 10, 2021

Is there strong growth ahead for Emerging Markets?

By David Buckland

The impact from COVID-19 on Emerging Markets has, in many ways, been even more severe than the developed world. Many middle and low income countries have struggled to contain the outbreak, let alone report the infections and deaths with any degree of accuracy. Medical resources, which in most cases are in limited supply, have been stretched.
Read Article
February 10, 2021

Cashrewards – the next category killer

By Gary Rollo

  In this second interview, Gary Rollo and Bernard Wilson Chief Executive Officer of Cashrewards discuss the unit economics and the growth strategy post the company’s IPO. The Cashrewards business has a really clear formula – you invest to acquire customers for a relatively certain return which fuels growth for merchants as well as the Cashrewards business.
Read Article
Previous Page Next Page

Funds

View all funds

Australian Equities

Income

Global Equities