Editor’s Pick
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Old Habits don’t die hard, they don’t die
Roger Montgomery
May 14, 2020
During the depths of the market’s reaction to the Coronavirus outbreak I listened in on company and journalist conference calls and held multiple webinars and Microsoft Teams sessions with clients, planners and brokers. Quite often I heard comments along the lines of, “this will change the way we live, work and travel forever”. I am adamant in my belief that humans will revert right back to the way they have always done things, as soon as it safe (or permitted, whichever comes first) to do so. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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How to profit from a rebound in oil prices
Roger Montgomery
May 13, 2020
After 30 years of investing, I’ve learned that three or four times each decade a market reaches a historic level, either high or low, that investors shouldn’t ignore. Right now, the most obvious opportunity is the historically low oil price. Investors seeking to profit from an oil price recovery have several avenues to consider. continue…
by Roger Montgomery Posted in Editor's Pick, Energy / Resources.
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Bull or bear case for equities, here are some quality companies
Roger Montgomery
May 2, 2020
Whether you’re currently on the bear case or the bull case for global and Australian equities, we think investors need to be using this once-in-a-decade sell off to reset portfolios towards quality businesses, like some of the ones we discuss below.
continue…by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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MEDIA
ABC Nightlife – Is the worst over?
Roger Montgomery
April 29, 2020
In this episode of ABC Nightlife Roger joined Philip Clark to discuss if the worst of the coronavirus sell off is over. If you’re an investor looking to dip your toes back into the market you may be wondering where to find bargains and what you should be wary of. You can hear more here.
by Roger Montgomery Posted in Editor's Pick, Radio.
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After raising capital, is Flight Centre now a good investment?
Joseph Kim
April 27, 2020
When governments around the world shut down travel in order to contain the spread of COVID-19, Flight Centre Travel Group (ASX:FLT) suddenly found itself on its knees. Its share price plummeted, from $40 to around $9. Now, post a capital raising, the business can breathe easy for a while. But is it a good investment? continue…
by Joseph Kim Posted in Companies, Editor's Pick.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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Beware when the market and the economy are out of sync
Roger Montgomery
April 16, 2020
Following its one-month 36 per cent decline from peak (20 February 2020) to its low (23 March 2020), the ASX200 has bounced 20 per cent. That’s a return most investors would be happy with over a year. The question is whether such optimism is warranted. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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MEDIA
Australia records biggest government bond sale in history, and you can get in on it too
Roger Montgomery
April 16, 2020
On Wednesday morning the Government sold a record of $13 billion worth of government bonds. Did you know that for as little as $100, you can invest in, well, the Commonwealth Government, as it seeks to sandbag the economy from the economic storm. Roger joined David Taylor on the ABC to discuss how buying government bonds works. Listen here.
by Roger Montgomery Posted in Editor's Pick, Radio.
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Are we there yet?
Roger Montgomery
April 7, 2020
That’s the question on many investors’ minds these days. And it’s certainly one that our team is starting to ponder as the prices of many high quality businesses become more reasonable. However, before we start investing significant amounts of our clients’ capital, there are four things we want to see. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Is NSR cheap at its current price?
Roger Montgomery
April 6, 2020
COVID-19 has thrown the investing rule book out the window for now. Having patiently held cash for two years amid an unwillingness to participate in the unbridled enthusiasm that saw shares trade at record multiples despite declining prospects, we are now finding once-in-a-decade opportunities. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Where to next?
Roger Montgomery
April 3, 2020
To describe recent market volatility as high is to understate the facts. Since the peak on February 19, the US market has registered the most rapid sell-off ever, its biggest three-day gain since the 1930s, the biggest one-day percentage gain since 1933 and the second ever largest one-day fall. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
