Editor’s Pick
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MEDIA
Money News 11.09.2019
Roger Montgomery
September 11, 2019
In this interview on Money News, Roger and John Stanley discuss when to start investing in equities or property. Find out why we think the right time is yesterday, and always will be. If you’re looking for long term growth, the companies you want to look at should be demonstrating success in a global market or small Australian businesses.
by Roger Montgomery Posted in Editor's Pick, Radio.
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Beware the fallout when the cheap money tap turns off
Roger Montgomery
September 4, 2019
Today, there’s a plethora of companies that would not exist but for the altruism of a tidal wave of high net worth investors running from low interest rates into the arms of private equity funds. Companies like Uber, Tesla and Lyft. But as night follows day, this too shall end. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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How long can the market’s ‘consensual hallucination’ go on?
Roger Montgomery
September 3, 2019
When I look at some of the absurd valuations of profitless companies – both here and in the U.S. – I wonder if the market is suffering from some form of consensual hallucination. I also wonder how long this induced state of bliss can go on. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Reasons to be cheerful as more firms announce strong results
Roger Montgomery
August 30, 2019
AP Eagers, Prospa and Appen have all delivered strong earnings reports and upbeat outlook statements, which should cheer many investors. The update from supermarket giant, Woolworths, was also far from shabby. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Roger that – Flight Centre delivers again!
Roger Montgomery
August 28, 2019
Many have doubted Flight Centre’s ability to thrive in an online world. But its clicks-and-bricks strategy looks to be succeeding, as does the goal of expanding its global footprint. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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The market gives a tick to Dominos, ARB and Carsales
Roger Montgomery
August 23, 2019
Investors in Dominos, ARB and Carsales have welcomed the companies’ 2019 results and near-term forecasts, pushing up the prices of all three companies. But it’s been a different story for Corporate Travel and GWA. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Introducing The Montgomery Small Companies Fund
Roger Montgomery
August 20, 2019
We are delighted to welcome respected fund managers Gary Rollo and Dominic Rose to the Montgomery team as we launch our first small companies fund. continue…
by Roger Montgomery Posted in Editor's Pick, Montgomery News and Updates.
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What’s next for the residential construction industry?
Roger Montgomery
August 15, 2019
In this week’s video insight, Roger takes a look at what the future holds for the residential construction industry. We have maintained the view that retailers will report reasonable numbers for FY19 with construction activity still strong as homes that were ordered a year or two ago are still under construction. But once those homes are completed, will the picture for retailers deteriorate rapidly?
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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MEDIA
Money News 13.08.2019
Roger Montgomery
August 14, 2019
In this interview on Money News Roger and Ross discuss the current protests in Hong Kong, what will happen if Chinese troops step in? On a domestic note, with a rising population should you be looking for opportunities in the industrials sector?
by Roger Montgomery Posted in Editor's Pick, Radio.
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Reporting season takes off…
Roger Montgomery
August 8, 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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