Investor Insights

MONTGOMERY PARTNERS WITH POLEN CAPITAL

 

Montgomery Investment Management is pleased to announce it has partnered with Polen Capital to make two Polen Capital global growth strategies available to a broad range of Australian investors for the first time.

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Popular & Featured

June 1, 2021

What return can you expect on Freightways shares?

By Tim Kelley

Recently, we wrote about the return a long-term investor might expect to earn buying Australian listed equities at today’s prices. The note, which can be found here, concluded that returns in the region of 7. 5-8 per cent might be a reasonable estimate – somewhat lower than the returns earned in the past.
May 26, 2021

Why Webjet could be set to soar again

By Stuart Jackson

Travel businesses have really suffered due to the COVID-19 travel restrictions and border closures, but with many economies re-opening, unleashing a likely tsunami of pent-up travel demand, the future is looking brighter. And companies like Webjet (ASX:WEB), the Australasian online travel agent and global hotel room intermediary, should be major beneficiaries. Webjet has just released its FY21 results.
May 24, 2021

Why we sold out of Redbubble

By Joseph Kim

Most articles we read are about hot stock tips to buy. Occasionally there are articles about “shorting” opportunities, albeit most are directed to sophisticated investors given the risks around shorting (i. e. a potential loss that exceeds your initial investment). Very few articles talk about when to sell.

Learn About Investing

In this section we explore investing basics, common themes and information to help guide your investing journey. 

The information provided is general information only. The information does not take into account your investment objectives, financial situation or particular needs. You should consider your own investment objectives, financial situation and particular needs before acting upon any information provided in this document and consider seeking advice from a financial adviser if necessary.
June 1, 2021

What return can you expect on Freightways shares?

By Tim Kelley

Recently, we wrote about the return a long-term investor might expect to earn buying Australian listed equities at today’s prices. The note, which can be found here, concluded that returns in the region of 7. 5-8 per cent might be a reasonable estimate – somewhat lower than the returns earned in the past.
May 24, 2021

Why we sold out of Redbubble

By Joseph Kim

Most articles we read are about hot stock tips to buy. Occasionally there are articles about “shorting” opportunities, albeit most are directed to sophisticated investors given the risks around shorting (i. e. a potential loss that exceeds your initial investment). Very few articles talk about when to sell.
May 18, 2021

What return can you expect from Australian equities?

By Tim Kelley

Equities, while volatile, have historically provided attractive returns to long-term investors. The ASX All Ordinaries Index, for example, has delivered a compound total return (capital growth plus dividends) in the region of 12 per cent p. a. since 1900.
April 30, 2021

How to estimate intrinsic value

By Roger Montgomery

  In this educational video Roger shares the steps for estimating intrinsic value using the formula from his book Value. able. Back in February 2011 when he applied the formula to Woolworths Roger arrived at an intrinsic value of $23. 36.

Latest Insights

June 7, 2021

Is Capricorn Metals due a re-rate?

By Joseph Kim

Capricorn Metals is a junior gold company that is entering an exciting time in its development phase. With the company very close to first gold pour and commissioning underway at its 100 per cent owned Karlawinda project in WA, we believe there is significant re-rating potential if the company successfully executes on targeted project metrics over the next 6-12 months.

June 1, 2021

Is it time to tilt to high quality tech names?

By Roger Montgomery

Over the past year or so, we’ve seen spikes in the valuations of fast growth, momentum stocks. But if inflation rears its head, that could change in a heartbeat. Which is why the next big rotation could see these over-valued – often profitless – firms dumped in favour of long-duration quality tech businesses.
May 31, 2021

3 off-piste investing ideas for your portfolio

By Roger Montgomery

It’s hard not to be intrigued by – and envious of – the stories of rapid and stupendous gains made by some people on unconventional investments, like NFTs and cryptocurrency.   The good news, particularly for those who missed out on this profit bonanza, is there are still some unconventional investments out there with very attractive prospects.
May 27, 2021

Accenture: the twenty-year illustration of patient investing

By David Buckland

The Polen Capital Global Growth Fund attempts to own 25-35 of the highest quality businesses which meet all of the manager’s five guardrails – a sustainable return on equity exceeding 20 per cent; exceptionally strong balance sheet; stable or growing profit margins; abundant free cashflow; and real organic revenue growth.

Media Clips

May 27, 2021

Ausbiz: Value vs. growth: Two sides of the same coin with Equity Mates

By Roger Montgomery

I joined Alec Renehan and Bryce Leske on AusbizTV to discuss current markets. Are we in a stockmarket bubble? I don’t think so. Current and intermittent weakness in the share prices of high-quality companies with bright long-term growth prospects should be seen as a classic opportunity where stocks have become mispriced.

May 26, 2021

Equity Mates - Why markets are expensive at the moment

By Roger Montgomery

Roger joined Alec Renehan and Bryce Leske on Equity Mates to discuss how inflation may impact your portfolio. Inflation is the buzz word of 2021. As an investor should you be worried? Some economists warn that inflation is about to rear its head. But other financial experts are pushing back, saying concerns about inflation are overdone.

May 25, 2021

Finder Investors - should you buy Coinbase shares?

By Roger Montgomery

Roger joined Kylie Purcell, Finder’s Investments Editor to discuss how Coinbase has performed since its April 2021 IPO and the outlook for the business in the year ahead. As one of the largest cryptocurrency exchanges, Coinbase is profitable now but whether that continues is largely dependant on the value of cryptocurrencies and if the popularity of these alternate assets continues.

May 20, 2021

ABC Nightlife - rising inflation

By Roger Montgomery

In this episode of ABC Nightlife Roger joined Philip Clark to discuss how U.S. stocks hit a one-month low on Tuesday as speculation that rising inflation pressure could prompt interest rate hikes. Technology stocks were among the biggest losers, mirroring a sell-off in China, where talk of tighter regulation sent technology shares sliding. With current and intermittent weakness in the share prices of high quality companies, is this a buying opportunity?

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