Monthly Archives: August 2020

If you’re unsure whether to feel positive or negative about equity markets right now, you’re not alone. Investors are strongly divided on whether markets are fair value, or too expensive and about to collapse – and there are compelling reasons for both positions.  Let’s look at the reasons to be bearish. In my next blog, I’ll look at reasons to be bullish. Continue…

by Roger Montgomery Posted in Market commentary.

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Roger joined Jas on Spark Your Fire Podcast to discuss the impact of current market conditions. Retirees have gone from low income on cash to deteriorating income in shares, but with more risk. And what companies could benefit if we see a vaccine developed? Listen here.

by Roger Montgomery Posted in Podcast Channel.

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I’m a former international student, so I definitely see the value of studying abroad. But recent lobbying by our cash-strapped universities to allow foreign students to fly in over the coming weeks is, to me, quite unacceptable. I just hope our politicians agree with me. Continue…

by Andreas Lundberg Posted in Companies.

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Reporting season has delivered few surprises. This was again borne out by the results announcements from Woolworths, Reece, Flight Centre, and Afterpay, which are all exposed to consumer spending. No prizes for guessing which ones delivered strong results, and which one did not. Continue…

by Roger Montgomery Posted in Companies, Stocks We Like.

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by Roger Montgomery's Team Posted in Old Content.

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Fiscal year 2020 will be a year remembered for low-interest rates, growing geopolitical tensions, a black swan pandemic, broad sweeping fiscal bazookas and of course arguably one the largest asset sell downs and retracements in history – have I missed anything? Continue…

by Dean Curnow Posted in Market commentary.

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by Roger Montgomery's Team Posted in Old Content.

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What do A.P. Eagers Automotive (ASX:APE) and Super Retail Group (ASX:SUL) have in common? Well, for starters, these firms have seen their revenues turbo charged by our changed spending habits since the start of Australia’s COVID-19 travel restrictions. Continue…

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

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Investing isn’t easy. With so many businesses to evaluate, and so many conflicting opinions about them, it can be extremely hard to make sound investment decisions. To help you in your investment journey, here are the three essential criteria we use when looking for outstanding businesses to invest in. Continue…

by Roger Montgomery Posted in Investing Education.

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The majority of companies on the ASX100 and ASX200 have now reported. Many have beaten estimates. And, reassuringly, guidance is less negative than most market watchers had expected. This brings hope that FY21 may not be so bad for equity investors after all. Continue…

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

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