Investor Insights

March 1, 2022

Getting real about Interest Rates and Inflation

By Polen Capital

With the new year underway, much attention has been centred on the fact that U. S. inflation hasn’t been this high since the early 1980s. In addition, expectations of tighter monetary policy have cast a cloud of uncertainty over equity markets, igniting bouts of volatility.
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March 1, 2022

The headwinds facing Autosports Group

By Roger Montgomery

Autosports Group (ASX:ASG) operates over 50 car sales outlets in Sydney, Melbourne, Brisbane and the Gold Coast. Its share price has been on a rollercoaster ride since floating in 2016 and currently sits below the $2. 40 listing price. ASG is profitable and reasonably priced, but investors should be mindful of the threats facing its business model.
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February 25, 2022

Why we continue to like NZ's Freightways

You may not be familiar with New Zealand’s Freightways Ltd (NZX:FRE), but it’s a company The Montgomery Fund has held for a long time. Freightways has been a strong performer for many years, and we’re attracted to the diversity of the business and entrepreneurial drive.
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February 24, 2022

War. What is it good for? Well, surprisingly, equities

By Roger Montgomery

Edwin Starr’s classic 1969 anti-war song, War, asks: “War: What is it good for? ” and responds emphatically “absolutely nothing. ” It’s hard to argue with the sentiment. But it turns out Starr was not completely correct. You see, despite the terrifying carnage and destruction, war can often be a fruitful time to invest.
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February 22, 2022

Consolidation of the BNPL Sector appears imminent

By David Buckland

With the 81 per cent share price decline from $13 to $2. 50, and the 84 per cent decline from $11. 40 to $1. 80, respectively, it seems increasingly likely the Buy Now Pay Later (BNPL) Sector will consolidate with a ZIP Co Limited (ASX:Z1P) – Sezzle Inc (ASX:SZL) merger.
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February 18, 2022

Goodman Group’s profit doubles

By Roger Montgomery

Following on from material swings in the fortunes of property developers and managers including Dexus (ASX:DXS) and Vicinity Centres (ASX:VCX), Goodman Group (ASX:GMG) reported a doubling in profit for the first half of FY22.  The Goodman Group result was very strong.
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February 16, 2022

Should BHP pay big dividends, or buy back its shares?

After a bumper six months, BHP (ASX:BHP) is awash with cash. And it will soon be rewarding its shareholders. In its recent results announcement, the big Australian miner said it will pay a record interim dividend of US$1. 50 per share. But are shareholders better off with a big dividend or a share buy-back?
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February 16, 2022

Inflation, interest rates and equities: the big question

By Roger Montgomery

  In this video Roger addresses the question on all investors’ minds around the interaction of inflation, short term interest rates and equities. If consensus expectations of inflation and interest rates are wrong this presents a great opportunity to purchase stocks whose PEs have contracted. Transcript Roger Montgomery (00:07): It is February 2022.
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February 14, 2022

Despite the share price fall, IDP Education’s future is looking bright

By Roger Montgomery

IDP Education (ASX:IEL) has just reported its half-year results, which came in below market expectations, largely due to COVID-related restrictions. The initial market reaction was quite severe, pushing the share price well below its November 2021 high. IDP has a solid pipeline of leads and, with borders reopening, the future is looking bright.
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February 10, 2022

Where to find growth in 2022

With the first reporting season for the year now upon us, investors should have a good idea of what to expect in 2022.  With the worst of the pandemic (hopefully) behind us, the end of lockdowns and border closures, one thing we are likely to see this year is a changing of the guard on the ASX.
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