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Equity Mates: Roger Montgomery – 5 stocks he’s buying today
Roger Montgomery
April 24, 2024
Roger joined Alec Renehan and Bryce Leske on the Equity Mates Investing Podcast to discuss his current view on the market and opportunities for small caps and private credit. This episode also covers what’s next for interest rates, why now is the time to deploy cash, Roger’s investment philosophy and stock picking process and five stock stories. continue…
by Roger Montgomery Posted in Editor's Pick, Podcast Channel, Small Caps.
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Why we think Hub24 is a quality growing company
Michael Gollagher
April 23, 2024
The Australian superannuation system is often seen as one of the envies of the world. With assets totalling $3.7 trillion, our system is the fourth largest in the world and grew by 10 per cent over 2023 from a combination of contributions made to superannuation and underlying investment performance. continue…
by Michael Gollagher Posted in Companies, Editor's Pick, Stocks We Like.
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Why we believe Telix Pharmaceuticals is an attractive investment
Sean Sequeira
April 22, 2024
In the dynamic landscape of investing, uncovering hidden gems amidst the sea of opportunities often requires a keen eye for potential change and growth catalysts. Telix Pharmaceuticals (ASX:TLX), despite its relatively short tenure on the ASX, emerges as a beacon of promise in the realm of biotech ventures. continue…
by Sean Sequeira Posted in Companies, Editor's Pick.
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MEDIA
Firstlinks – Small caps are compelling but not for the reasons you might think…
Roger Montgomery
April 19, 2024
In my recent article for Firstlinks, I revisited the stance I took nearly a year ago, advocating for investment in small caps – a position that seemed premature at the time. Subsequently, the investment landscape has evolved significantly, steering many investors, myself included, towards smaller companies both domestically and internationally. The current macroeconomic backdrop, characterised by disinflation and positive economic growth, seems particularly conducive to smaller companies with robust pricing power and innovation, traits that are essential for outperformance. Read the full article here for my full insights: Small caps are compelling but not for the reasons you might think…
by Roger Montgomery Posted in Editor's Pick, On the Internet.
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It’s heresy to the true believers, but Tesla might be just another car company
Roger Montgomery
April 11, 2024
Wow. Talk about playing the man and not the ball! Perhaps some of the most vitriolic feedback I have encountered has come from those who have chosen to write to me explaining how wrong I am about Tesla (NASDAQ:TSLA) possibly being just another car company.
They’re as staunchly convinced about the company’s prospects as they are about its products. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Inflation remains steady
Brett Craig
April 3, 2024
The Australian Bureau of Statistics (ABS) last week, released the monthly Consumer Price Index (CPI) figures for February. The consumer price index is a measure of inflation published by the Australian Bureau of Statistics. The monthly CPI read came in at 3.4 per cent in the 12 months to February 2024. The rate has now remained unchanged for three consecutive months. When excluding the volatile items, which included fuel, fruit and vegetables, and holiday travel, the CPI level was 3.9 per cent. This is a downward revision from the 4.1 per cent reported in January. continue…
by Brett Craig Posted in Aura Group, Economics, Editor's Pick.
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The divided state of Australia’s property market
Roger Montgomery
March 29, 2024
In this week’s video insight, I explore the divided state of Australia’s property market, highlighted by the latest Australian Bureau of Statistics (ABS) figures. With new home lending showing an unexpected decline, the market seems to be at a crossroads between tightening credit conditions and rising investor interest. continue…
by Roger Montgomery Posted in Editor's Pick, Property, Video Insights.
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Here’s why now is the time for small cap stocks
Roger Montgomery
March 27, 2024
2023 saw the largest gap emerge between large-cap companies and small caps since the GFC. The question is, will this gap to close in 2024?
We are optimistic about Australian small caps, anticipating a highly favourable environment and outperformance. That gap offers greater growth than large caps, at relatively more attractive valuations. continue…
by Roger Montgomery Posted in Editor's Pick, Small Caps, Video Insights.
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Ausbiz – Macquarie Technology (MAQ) a stock to watch
Roger Montgomery
March 22, 2024
by Roger Montgomery Posted in Editor's Pick, Small Caps, TV Appearances.
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Can an EV spy on you? Don’t worry. Australia isn’t
Roger Montgomery
March 21, 2024
While all fingers are pointing to an Australian politician being guilty of spying against Australia and allegedly for the Chinese, should we also be pointing the finger at Chinese-made electric vehicles (EVs)? continue…
by Roger Montgomery Posted in Editor's Pick, Technology & Telecommunications.