Investor Insights

September 11, 2019

Five key themes for small-cap investors

By Dominic Rose

The smaller end of the stock market delivered a mixed bag during the recent reporting season. But if you sift through the company reports, you’ll find five themes common to those that provided positive reports and/or outlook statements. These are the companies to put on your watchlist.
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September 2, 2019

How is Healius tracking?

Healius Limited (ASX:HLS) (formerly Primary Health Care) operates a suite of health care businesses including pathology, medical centres, diagnostic imaging and day hospitals. These are businesses that should enjoy reliable long-term growth in demand, and Healius generally has good market positions in the markets it operates in.
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August 30, 2019

What next for our big health insurers?

Investors in NIB Holdings (ASX:NHF) and Medibank Private (ASX:MPL) would have enjoyed the past six months, with the share price of both companies rising by over 20 per cent. And there may be more good news to come.
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August 29, 2019

A look at companies exposed to tailwinds

By Gary Rollo

With reporting season sprinting to the end, on a fundamental level it is not all doom and gloom, there are winners (and losers). We notice a clear winner in companies with direct consumer exposure. What are our observations on the cyclical winners and those companies with structural growth tailwinds?
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August 29, 2019

Alibaba has a hidden cloud too?!

Earlier this month I wrote that Alphabet, owner of Google, had a Fortune 500 size business hidden away in its “Other” reported revenues: Google Cloud. But did you know that Alibaba, the Chinese owner of the world’s largest e-commerce platform, also has a massive cloud business? Alibaba operates both Taobao and Tmall.
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August 28, 2019

The process for finding small companies with potential

By Roger Montgomery

An important part of investment management is portfolio construction. Gary Rollo and Dominic Rose – two seasoned and dedicated small cap specialists – lift the lid on their investment process and how they go about weighting individual holdings in the portfolio to share insights ahead of the commencement of the new Montgomery Small Companies Fund.
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August 27, 2019

A look into Steadfast’s FY19 earnings results

  In this week’s video insight Joseph provides an update on Steadfast’s FY2019 results. Steadfast reported underlying earnings before interest, tax and amortisation of $193 million, which was a 17 per cent increase on 2018.
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August 27, 2019

One reason why the Fed can’t raise rates

A lot is being written about the low interest rate environment in which we find ourselves. And rightly so: we would rank this as the number one most powerful force affecting asset prices today. As for the reasons behind the interest rate dynamics we are seeing, there are many – including those related to demographics, technology and globalization.
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August 23, 2019

Corporate outlook statements point to a tougher year ahead

By Roger Montgomery

As the reporting season avalanche gathers pace, a few company reports have really caught our eye.  Here’s our take on reports by BHP, a2 Milk, Beacon Lighting and Worley Parsons, and what each firm is saying about their near-term prospects. BHP (ASX:BHP) BHP posted its largest annual profit in five years along with a record dividend.
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August 20, 2019

Why add small caps to your portfolio

By Dominic Rose

If I were to characterise the domestic small cap market in just one word, it would be ‘dynamic. ’ It is truly dynamic in the sense that it is constantly changing and evolving which creates exciting opportunities for astute investors.
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August 20, 2019

The talent turning good businesses into good investments

By Roger Montgomery

To invest successfully in small companies, you really need to know the people running the businesses. And in Gary Rollo and Dominic Rose, the Montgomery Small Companies Fund has two highly experienced fund managers well equipped to assess the leaders of ASX-listed small companies.
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