Investor Insights

December 2, 2019

Data centre growth to benefit NextDC

By Roger Montgomery

  In this week’s video insight Roger discusses why we view NextDC as a long-term infrastructure play that investors should be viewing with a telescope rather than a microscope to understand the opportunity. You can read Gary Rollo’s article here: Why I think NextDC is undervalued The Montgomery Small Companies Fund  owns shares in NextDC.
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November 29, 2019

Alibaba’s long growth runway

Earlier this week, Alibaba completed a long-anticipated secondary listing on the Hong Kong Stock Exchange, raising at least US$11 billion in the biggest IPO of the year.
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November 28, 2019

What did we learn from the Telstra investor day?

On 27 November Telstra (ASX:TLS) held an investor day to update shareholders and other stakeholders on progress in respect of the T22 strategy.   What new information did we glean from the update? As readers will know, Telstra is a significant holding in The Montgomery Fund and a company we follow with interest.
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November 28, 2019

Digging for value in a high-tech mining company

By Gary Rollo, Gary Rollo

  When it comes to investing in small caps, Australian investors are spoiled for choice with around 2,000 small caps listed on the ASX.  For us at Montgomery, there are realistically around 400 small caps that meets our investment criteria. Out of those, we invest in 30 to 50 stocks at any one time.
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November 26, 2019

Three small caps to keep an eye on

By Roger Montgomery

There is no doubt that Australia’s small companies market has the ability to generate significant wealth. This is because stockbrokers don’t earn enough revenue from brokerage on small companies and therefore don’t research them, leaving them undiscovered and potentially very cheap.
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November 26, 2019

Atlas Arteria says goodbye to the ‘silver doughnut’

Australian toll road operator, Atlas Arteria (ASX:ALX), has announced a new, simpler ownership structure that should benefit the company and its shareholders. The deal includes the separation from Macquarie Group – thus ending ongoing management fees to the ‘silver doughnut’ – and an increased stake in APRR, Europe’s fourth-largest motorway operator.
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November 25, 2019

Gambling giant, Aristocrat, continues to churn out the profits

By Stuart Jackson

Aristocrat Leisure (ASX: ALL), one of the world’s largest manufacturers of gambling machines, has been a stellar performer over the past five years, rising some 400 per cent. It’s recently reported results were impressive, to say the least. Free cash flow was up 16 per cent. Dividends rose 22 per cent. And debt was down.
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November 14, 2019

Apple’s new pricing strategy

With the launch of the iPhone 11 hardware cycle, Apple has done something it has never done before – it lowered the starting price of the most popular iPhone model. The company, known for selling premium hardware at a very premium price, appears to be taking a more elastic approach to pricing as the global smartphone market reaches maturity.
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November 13, 2019

Telstra’s future is looking rosy

Telstra (ASX:TLS) has been one of the better performers among Australia’s large caps over the past year, and we see more upside ahead. There are two good reasons for our optimism.
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November 11, 2019

Where does Fitbit fit at Google

This week Google confirmed it would pay US$2. 1 billion in cash to acquire wearable fitness tech company Fitbit. The deal appears to have saved Fitbit, who pioneered the market but now faces intense pressure from a wide range of competing products, including the Apple Watch.
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November 7, 2019

Montaka Global Investments wins Award

By Scott Phillips

As an investment manager our number one goal is to compound the wealth of our investors in a prudent manner while trying to protect against the permanent loss of capital. If we can achieve this then we as investors alongside our clients will be not only successful but should also be happy.
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November 5, 2019

Why we win when iRobot loses

Some time back, our Montaka global fund took a short position in iRobot (Nasdaq: IRBT), which makes Roomba robotic vacuum cleaners (RVCs).   So far, our strategy is paying off, with the IRBT share price collapsing over the past six months.
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