ROGER MONTGOMERY « Re-inventing the way you invest
WEBNavigating GDP decline and investment solutions. September 6, 2024. In this week’s video insight, I discuss Australia’s sluggish economic growth, marked by six consecutive quarters of gross domestic product (GDP) decline per capita – the worst result since the early 1980s, outside of the COVID-19 pandemic. I explore how rising interest ...
Should you buy a Chinese EV? The U.S. says NO.
WEB6 hours ago · The U.S. ban will affect all wheeled vehicles operating on public roads – encompassing cars, trucks, and buses – with the prohibition on Chinese or Russian-origin software commencing in the model year 2027. Restrictions on hardware integrated into vehicle connectivity systems will follow, starting in model year 2030.
ROGER MONTGOMERY « Re-inventing the way you invest
WEBThis week, I had the pleasure of joining Gemma Dale on the nabtrade podcast, ‘Your Wealth’. We discussed how billionaire investor, Warren Buffett has recently made headlines with a huge selldown in Apple stock. As his cash pile grows, some are wondering whether it’s time to trim exposure to equities; we delve into if Buffett… Continue reading →
Popular Articles - ROGER MONTGOMERY
WEBAugust 5, 2024. ResMed (ASX:RMD) reported its June quarter and full year results after the U.S. market closed on Friday morning. The company met consensus expectations for both revenue and earnings. ResMed’s revenue rose nine per cent to US$1.2 billion ($1.85 billion) in the last quarter of fiscal 2024, taking quarterly dividends to US$0.53 ...
Market commentary - ROGER MONTGOMERY
WEBAug 1, 2024 · Good news for small caps! August 1, 2024. My prediction, for what it is worth, remains that small-caps should outperform their large-cap brethren, and conditions appear supportive for the share prices of innovative companies with pricing power and growth until the beginning of 2026. continue…. by Roger Montgomery Posted in Market commentary.
If you are an income investor, it pays to think long-term
WEBFeb 22, 2023 · Let’s start with the company described in Table 1 by making some minor assumptions. First, we assume the business is able to generate a ROE of 20 per cent sustainably. Second, we can buy and sell the shares on an unchanged price earnings (P/E) ratio of 10 times. The final assumption is a payout ratio of 100 per cent.
Investing Education - ROGER MONTGOMERY
WEBApr 26, 2024 · Considering that The Montgomery Small Companies Fund has returned 11.19 per cent in the three months to 31 August, resulting in an outperformance of 8.97 per cent over its benchmark, I wanted to explore whether dollar cost averaging has provided another win for investors. continue…. by Roger Montgomery Posted in …
Stocks We Like - ROGER MONTGOMERY
WEBSep 2, 2024 · BHP (ASX:BHP) reported FY24 results that were generally in line with estimates. As one of the most poured-over companies on the Australian Securities Exchange (ASX), the lack of any great surprise is, in itself, no great surprise. Revenue grew three per cent to US$55.7 billion, while underlying earnings before interest, taxes, depreciation, and amortisation (EBITDA)… Continue reading →
Private Credit: Where collateral is king - ROGER MONTGOMERY
WEBNov 7, 2023 · Of the U.S.$1.4 trillion in private credit assets globally, Australia would amount to less than $200 billion as at the end of 2021, albeit growing at double digits. [3] As such, there is a sizeable addressable market for non-bank lenders domestically, notwithstanding the asset class’ projected growth globally going forward.
Equity Mates: Roger Montgomery – 5 stocks he’s buying today
WEBApr 24, 2024 · Roger Montgomery is the Founder and Chairman of Montgomery Investment Management. Roger has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and stockbroking. Prior to establishing Montgomery, Roger held positions at …