Investor Insights

March 18, 2021

Why I think house prices will keep going up

By Roger Montgomery

Australia is in the grip of its biggest property price boom in more than a decade. The boom is motivated in no small part by a fear of missing out. But there are also other important factors at play, leading me to believe that this trend could continue for some time.
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March 16, 2021

LVMH and the rise of China

By David Buckland

I remember it like yesterday – several years ago walking up the Champs-Elysees towards the Arc de Triomphe, with my wife Penny. On the corner of Avenue George V stood the iconic Louis Vuitton store and outside, in an orderly line, were several hundred Chinese nationals, waiting patiently to be allowed in by a couple of enormous well-dressed security guards.

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March 15, 2021

Where to invest in 2021

By Roger Montgomery

The highly respected financial services company, Gavekal, recently published its analysis of S&P500 returns during periods of inflation and disinflation (falling inflation) and, by implication, deflation. Its findings are of profound significance for all investors.
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March 11, 2021

Why we continue to like Uniti Group

By Roger Montgomery

David Buckland has been writing about telecommunications services company Uniti Group (ASX: UWL) since March 2019 – just a month after the company listed on the ASX, when the share price was about 20 cents.   Today, Uniti shares are around $2. 20. That’s better than the proverbial 10-bagger in just two years.
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March 3, 2021

Roger's take on a terrific reporting season

By Roger Montgomery

One year ago, with the world entering a pandemic nightmare, who could have predicted the amazing first half reporting season just gone? Now, with bond rates climbing, the big question for investors is what lies ahead. We expected the results season just ended to be a positive affair.
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February 26, 2021

Scentre Group’s activity returns to pre-pandemic levels

By Roger Montgomery

We purchased shares in Scentre Group (ASX:SCG), owner of 42 Westfield shopping malls in Australia and NZ, during the pandemic, when the share price implied an impairment to the company’s Enterprise Value of as much as 30 per cent versus pre-crisis.
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February 23, 2021

Will Reliance Worldwide benefit from the US freeze?

By Roger Montgomery

Reliance Worldwide (ASX:RWC), is a global provider of water control systems and plumbing solutions. The company sells innovative plumbing fixtures to enhance productivity and efficiency for end users including plumbers and home handymen. Reliance’s core product is the “Push-to-Connect” (PTC) fitting to connect two ends of a copper pipe, marketed under the Sharkbite brand.
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February 22, 2021

Codan exceeds expectations yet again

By Roger Montgomery

Metal and Gold Detecting company Codan (ASX:CDA) is a top ten position in The Montgomery [Private] Fund and just outside the top ten in The Montgomery Fund. It has been a holding for several years after being picked by Andreas Lundberg and purchased between $2. 86 and $3. 35.
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