ROGER MONTGOMERY « Re-inventing the way you invest
November 7, 2024. Domino’s Pizza Enterprises Ltd (ASX:DMP) is the largest pizza chain in Australia, and through a master franchise is the leading international Domino’s franchise. …
ROGER MONTGOMERY « Re-inventing the way you invest
October 11, 2024. Over 11,000 Australian companies entered administration in the 2023/ 24 financial year. The bad news continued with a further 3,300 insolvencies in the September …
ROGER MONTGOMERY « Re-inventing the way you invest
October 18, 2024. In yesterday’s interview with Ausbiz, we discussed the rising importance of private credit as a key asset class, with projections indicating it could double by 2028 to nearly …
The Trump effect on small cap stocks « ROGER MONTGOMERY
2 days ago · Tax cuts and jobs act of 2017: Trump last reduced the corporate tax rate from 35 per cent to 21 per cent. Small cap companies generally paid higher effective tax rates compared to …
Sectors poised for growth under Trump’s administration
3 days ago · What follows is an executive summary of sectors that could potentially do well under a Trump administration: Energy: Oil and gas: Trump’s administration previously rolled back …
A strong start to 2024 - ROGER MONTGOMERY
Apr 8, 2024 · A strong start to 2024. The S&P500 is up 10 per cent in the first quarter of calendar 2024. Another useless fact is that the S&P 500’s rally set 22 new records in 2024 alone, and …
If you are an income investor, it pays to think long-term
Feb 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 …
Popular Articles - ROGER MONTGOMERY
August 20, 2024. Ten years ago, radiology software company Pro Medicus (ASX:PME) was trading at just 86 cents. Yesterday, with a share price of $149, investors have seen their …
The Montgomery Fund – year in review
The Montgomery Fund (The Fund) closed an impressive 2021, outperforming the S&P/ASX 300 Accumulation Index by 7.61 per cent, after fees. Over the year The Fund also paid a solid …
Market commentary - ROGER MONTGOMERY
Nov 5, 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 …