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. Operating more than 3,800 stores across twelve international markets, Domino’s has built a reputation for rapid delivery, customer-focused digital innovation ...
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 2024 quarter. This is around four times the quarterly average since the business insolvency data was collated (from 1999). However, when we consider the total number ...
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 $2.8 trillion. I explained that traditional 60/40 portfolios are becoming less effective due to the increased correlation between bonds and equities.
Market Insights for Trump’s presidency: historical trends and …
1 day ago · And historically, under a Republican presidency, the average of the largest drawdowns is greater than under a Democrat President. The average of the biggest drawdowns under a Republican is 32.6 per cent with the smallest being 13 per cent and the largest being 86 per cent. This contrasts with a Democrat President where the average was 24 per ...
The Trump effect on small cap stocks « ROGER MONTGOMERY
4 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 larger, multinational corporations. The reduction in taxes disproportionately benefited smaller companies, improving their profitability.
Sectors poised for growth under Trump’s administration
5 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 regulations on fossil fuels and withdrew from the Paris Agreement. A renewed focus on domestic energy production could benefit U.S. oil and gas companies.
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 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.
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 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.
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 distribution at 30 June and a smaller one at 31 December, which collectively represented approximately 4.2 per cent of the calendar year’s return, also on… Continue reading →
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 money grow over 17,000 per cent in a decade. The company supplies software technology used by radiologists (who are extremely expensive for hospitals to employ) for ...