Monthly Archives: August 2019

What a week! The start of reporting season, and a return of Trump and Xi-inspired market volatility. Which suits us just fine. Because, with plenty of cash, we’re ready to invest in good quality businesses that may become cheaper if the market turns down. Continue…

by Roger Montgomery Posted in Companies, Editor's Pick.

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In this QAV podcast I joined Tony Kynaston and Cameron Reilly to discuss the current market conditions. Even though interest rates are low, asset prices have disengaged so much from valuations which tells me we could be near the end of the rally. Listen here.

by Roger Montgomery Posted in Podcast Channel.

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In this radio program with Philip Clark, Roger discussestensions between the US and China shaking up the global share market and posing a threat to Australian trade and investment with nervous investors wiping off billions in value from shares. What does volatility mean for investors?  Which sectors have had the worst losses? Listen here.

by Roger Montgomery Posted in Radio.

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In this article for the Herald Sun Roger takes a look at one retail company that isn’t doing it tough – Super Retail Group. It has managed to achieve solid profit growth this year despite tough retail conditions. Read here.

by Roger Montgomery Posted in In the Press.

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by Roger Montgomery's Team Posted in Old Content.

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In this interview on Money News Roger joined Ross Greenwood to discuss the market meltdown caused by China de valuing their currency. Another topic of discussion is earnings season. Will we see a lot of companies with poor outlook statements?

by Roger Montgomery Posted in Radio.

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With the market on a tear, bargains are hard to come by. But patient investors might soon find some joy in businesses exposed to the residential construction sector – potentially firms like Bingo and Nick Scali – whose share prices could come off as construction activity softens. Continue…

by Roger Montgomery Posted in Companies, Editor's Pick, Property.

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