Montgomery Investment Management

🎙 Roger Montgomery joined the Fear & Greed podcast with Canna Campbell & Michael Thompson to discuss #investing strategies for each generation. From tips for younger investors starting early to balancing growth and stability for retirees, this episode offers valuable insights for everyone. 💡   👉 If you know a younger investor or someone considering their financial future, this is a great episode to share. Catch the full conversation here: https://bit.ly/4eauVU0   #montinvest #investingeducation #finance Fear & Greed

Reporting season’s mixed bag of sweet and sour! 📊 In Roger Montgomery's latest article for The Australian, he breaks down the mixed results from the FY24 reporting season. While tech and communications sectors had some wins, many companies are feeling the pressure of rising costs, tighter margins, and softer earnings. Nearly half the ASX 200 saw downgrades, painting a more cautious outlook. Retail, energy, and healthcare sectors are facing some tough challenges, and higher interest rates are making things even harder for corporate Australia. As we move into FY25, all eyes are on how businesses will adapt to these economic hurdles. Read the article here: https://bit.ly/3Xy7Bdi [kindly note, accessing this article requires a subscription to the Australian] #montinvest #reportingseason #economicoutlook

In this week’s video insight, Roger Montgomery dives into the growing interest in private credit as an alternative investment option. 💼 Private credit is filling the gap left by traditional bank lenders, offering new opportunities for investors seeking regular income and lower volatility. As banks step back from lending to small and medium-sized corporates, private credit is becoming a key part of diversified portfolios. Tune in to learn why this asset class is gaining traction and how it could play a role in your investment strategy. #montivest #privatecredit #investing 

It was a great opportunity for Roger Montgomery to join Gemma Dale on the nabtrade Your Wealth #podcast this week! 🎙 In this episode, Roger dives into Warren Buffett’s recent decision to sell down Apple stock and whether it’s time to rethink equity exposure. A must-listen for anyone navigating today’s investment landscape. 🎧 Listen here: https://bit.ly/3XdRtw6 #montinvest #Investing #Equities

As we navigate through another busy reporting season, it's important to stay updated on how leading companies are performing. We have broken down the results of a few standout companies: 📈 Cochlear (ASX:COH): Despite a slight dip in second-half sales, Cochlear's long-term growth story remains strong with a focus on reinvestment. 📈 Treasury Wine Estates (ASX:TWE): With impressive performance from Penfolds and strategic expansion in the U.S., Treasury Wine Estates is set for significant growth. 📈 Audinate (ASX:AD8): Audinate continues to excel in audio and video networking, with strong revenue growth and expanding partnerships. 📈 Reece (ASX:REH): Reece delivered solid results, with a close eye on the housing market's impact on future performance. For a more in-depth snapshot, read the full article here: https://buff.ly/4e4hEfE #montinvest #reportingseason #stocks

This week, Roger Montgomery discusses the long-term outperformance of founder-led companies and why they should be considered for your investment portfolio. Amid the noise of reporting season, we focus on the proven resilience and strategic vision of businesses like #ARB (ASX:ARB), #Reece (ASX:REH), #WiseTech (ASX:WTC), and #MacquarieTechnology (ASX:MAQ), where the founders or their families continue to drive success. Backed by robust research, Roger explores how these companies not only deliver superior shareholder returns but also maintain a strong company culture, innovate with a long-term perspective, and prioritise sustainable growth over short-term gains. We're curious to know, what are is your favourite founder-led stock and why? #montinvest #business #stocks

In Roger Montgomery's latest article for The Australian, he explores why founder-led companies frequently outperform their peers. As the annual results season unfolds, we're reminded of the value of this standout investment strategy: backing founder-led companies. With examples like ARB (ASX:ARB), Reece (ASX:REH), WiseTech Global (ASX:WTC), and Macquarie Technology (ASX:MAQ) all sharing this advantage, Roger explains how their leaders' commitment to long-term success fuels their competitive edge. Read his article here: https://bit.ly/4cEOdj8 [Kindly note, access to this article requires a subscription to The Australian] #montinvest #reportingseason #founderled

Breville Group (ASX:BRG) delivered strong FY24 results, with EBIT up 8% to $185.7 million, surpassing expectations. ☕ Despite initial concerns, revenue growth accelerated in the second half, showcasing the company’s resilience. Strategic inventory management led to a net cash position of $53.6 million, and a final dividend of 17.0 cps was declared. While challenges persist, will Breville’s focus on high-end products and operational efficiency position it well for FY25, what are your thoughts on their long-term potential amid current market uncertainties? #montinvest #breville #stocks #reportingseason Read here: https://bit.ly/3XdnIwL

Could Gen X please stand up? According to a recent AFR article, Gen X had babies later, started their careers later and purchased homes later than the generations before. We’re also living longer and have less in super than we need for retirement, while we have swallowed hook, line and sinker, the narrative that funding retirement is entirely our responsibility – something generations prior did not have to worry about when the pension covered at least some of the costs of a less expensive and shorter retirement. With only seven per cent of Gen Xers estimated to have taken financial advice and the retirement age fast approaching, what’s the solution? Earning more from your investments, without more stock market volatility, is one reality that is inescapable, and in the absence of convoluted financial innovations, I think Private Credit may increasingly meet that need.  Find out more about what the AFR report found out about GenX and how the Private Credit Funds offered by Montgomery and Aura, might be able to help. Read the full article: https://bit.ly/3M5xSc8 For more information on our private credit funds: https://lnkd.in/gkD-_Tvs   #montgomeryprivatecredit #monvinvest #privatecredit #investing

The Commonwealth Bank of Australia’s (ASX:CBA) share price has rallied 23% year-to-date. But can this outperformance be repeated in 2025? 🏦 We'd like to hear your thoughts. Commonwealth Bank's FY24 results exceeded expectations, with higher cash earnings and a final dividend of 250 cents per share. However, we are mindful of potential pressures on asset quality and increased competition. #montinvest #big4banks #commonwealthbank Read here: https://bit.ly/3M7jDne