Investor Insights

November 20, 2020

Why our confidence in EML has increased

By Dominic Rose

News of a potentially highly effective COVID-19 vaccine has provided a welcomed boost for so called ‘out and about’ stocks which are viewed as key beneficiaries of an economic re-opening scenario. Over the past few months, the Montgomery Small Companies Fund has been busy seeking ‘vaccine insurance’ to position the portfolio further towards the re-opening trade.
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November 19, 2020

The eighth wonder of the world and the Montgomery Small Companies Fund

By David Buckland

While small capitalisation companies generally involve more risk because of their lower liquidity, their greater sensitivity to managements’ influence, and their greater sensitivity to economic conditions, they have proven over a long time horizon to be a rewarding asset class to allocate capital – preferably for patient investors who grasp the power of compounding.
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November 19, 2020

Full steam ahead for these two companies

By Roger Montgomery

In this week’s video insight Roger discusses companies set to benefit from the news of a vaccine. Some of the companies that were beaten down during the pandemic – those we believe would inevitably recover once a vaccine was announced – have bounced, but they are yet to fully reflect a return to normal, or in some cases even a return to subnormal.  One company to clearly benefit from higher levels of activity is Qantas, while another, Megaport recently reported high levels of connection activity following a COVID inspired slowdown in June and July.

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November 17, 2020

Property market ringside: Frydenberg v Jones

By Roger Montgomery

At Montgomery we have always kept an eye on the residential property market. While it’s important to many as an investment market in its own right, it also influences consumer behaviour and its significance in terms of the nation’s wealth makes it critical from a fiscal and monetary policy perspective.
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November 16, 2020

How much further will the WES share price run?

Wesfarmers’ (ASX:WES) trading update for the first four months of FY21 showed the robustness of its retailing businesses. Sales growth for its two best-known brands, Bunnings and Officeworks, was particularly strong, as was the performance of its online channel, Catch. In brief, sales growth for WES’s core retailing operations remained strong through to the end of October.
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November 16, 2020

Tencent, the quiet achiever

With all the noise in recent days over new antitrust initiatives in the Chinese technology space, the stellar ongoing performance of Tencent’s many businesses seems to have been lost in the mix. By way of reminder, Tencent can be viewed as a Chinese market-leading platform of multiple digital software-based platforms.
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November 13, 2020

How big MAQ’s whopper deal could supersize the business

By Gary Rollo

Macquarie Telecom (ASX:MAQ) is a leading Australian telecom and datacentre provider. Its datacentre business is booming as more and more organisations shift their computing architecture to the Cloud.   Now, a major new expansion project promises to propel the business to even greater heights.
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November 12, 2020

How Pfizer’s vaccine will affect stocks in your portfolio

By Roger Montgomery

Wow, what a week! Pfizer announces it has a vaccine almost set to go, and hasn’t the market reacted! Happily for our investors, The Montgomery Fund has already pivoted towards a post-pandemic world: we’ve cut cash to a record low and invested in some businesses beaten down by enforced lockdowns.
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November 11, 2020

Strong demand for IMDEX’s drilling services

By Dominic Rose

  IMDEX Limited (ASX:IMD) recently delivered a solid first quarter update to the market after delivering a record revenue in the period to March 2020. In the latest small cap management video series, Dominic Rose catches up with Chief Executive Officer, Paul House to discuss the outlook for the company and the optimism they see in the mining sector.
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November 6, 2020

Why Goodman Group is a COVID winner

Goodman Group (ASX:GMG) is Australia’s industrial property powerhouse which is helping to develop the infrastructure of the new economy globally – including warehouse space relied on by e-commerce and data centres.
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November 3, 2020

Good times ahead for Ingenia Communities

By Gary Rollo

Ingenia Communities Group (ASX: INA) is a diversified real estate investment trust with a portfolio of assets covering lifestyle, tourism and retirement living. With a strong balance sheet, and tailwinds from rising domestic tourism and an ageing population, its future prospects look strong.
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