Investor Insights

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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August 20, 2019

Montgomery launches Small Companies Fund

By Roger Montgomery

Montgomery Investment Management is pleased to announce the launch of its first Small Companies Fund under a new joint venture that welcomes respected fund managers Gary Rollo and Dominic Rose to the firm.
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August 16, 2019

Is Challenger undervalued?

The share price of Challenger Limited (ASX: CGF) – Australia’s leading annuities provider – has declined by almost 50 per cent in the past 12 months. While the firm is clearly out of favour, I believe its long-term prospects could be better than the market is currently pricing in.
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August 15, 2019

Property prices down...REA up?!

Over the last four years property prices in Australia peaked and reversed, homes listed for sale have plummeted and the share price of REA Group, Australia’s online property classified portal, has… MORE THAN DOUBLED! Sounds strange perhaps, so I have included the chart from Bloomberg below.
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August 14, 2019

Could Healius do a Telstra?

Twelve months ago, we saw compelling value in Telstra (ASX: TLS). Since then, its share price has shot up 40 per cent, and it may have further to run. In a market where it’s tough to find value, we think the healthcare business, Healius, could be the next company to outperform.
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