Investor Insights

February 10, 2022

Where to find growth in 2022

With the first reporting season for the year now upon us, investors should have a good idea of what to expect in 2022.  With the worst of the pandemic (hopefully) behind us, the end of lockdowns and border closures, one thing we are likely to see this year is a changing of the guard on the ASX.
Read Article
February 4, 2022

It’s not all about Facebook. Amazon stock up 14 per cent in US aftermarket

By Roger Montgomery

All the news today is about the record one-day slide in the share price of Facebook, now rebranded Meta. But not all technology companies are doing it tough. Indeed, after the market closed overnight, Amazon just reported its fourth quarter result with the share price jumping 14 per cent initially. Amazon’s profits nearly doubled during the Christmas holiday season.
Read Article
February 3, 2022

Why this market downturn is a great time to invest

By Roger Montgomery

After two years of largely uninterrupted asset price gains, January provided a rude awakening for many investors, as equity markets around the world took a tumble. And it wasn’t just profitless tech stocks that took a beating.
Read Article
February 1, 2022

Which retailers have weathered the market storm?

In response to recent trading updates, the share prices of many listed retailers have been hit for six.   With retail sales falling short of expectations, supply chain disruptions, and the risk of excess inventories, some investors have been spooked, and have headed for the exits.
Read Article
January 27, 2022

Codan beats expectations – and the market likes it

With global markets pulling back sharply over recent days, it was pleasing to see the positive trading update by Codan Limited (ASX:CDA).  The company – which makes communications, metal detection and mining technology – has been a significant contributor to The Montgomery Fund’s performance for a long time.
Read Article
January 25, 2022

Why this business lender looks set to prosper

Business loan books are growing at their fastest rate since the GFC, as firms start investing again and government support is pared back. One lender that is making hay is small business loan specialist, Prospa Group (ASX:PGL). Prospa is well positioned for accelerating revenue growth, and has a strong balance sheet to fund its growth.
Read Article
January 17, 2022

The Montgomery Fund – year in review

By Dean Curnow

The Montgomery Fund (The Fund) closed an impressive 2021, outperforming the S&P/ASX 300 Accumulation Index by 7. 61 per cent, after fees. Over the year The Fund also paid a solid distribution at 30 June and a smaller one at 31 December, which collectively represented approximately 4.
Read Article
January 13, 2022

Latest developments from Macquarie Telecom

By Gary Rollo

  In this video Gary Rollo joins Macquarie Telecom Group (ASX:MAQ) Chief Executive, David Tudehope at their data centre in Macquarie Park to discuss the site plans and the benefits and synergies of one single data centre campus as well as the latest developments from Macquarie Telecom.
Read Article
Previous Page Next Page

Funds

View all funds

Australian Equities

Income

Global Equities