Editor’s Pick
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It’s Tech Boom 3.0
Roger Montgomery
April 2, 2019
Referencing two infamous investing quotes, I watch the enthusiasm in technology stocks wondering, “is this time different”? Or should we continue to “be greedy when others are fearful and fearful when others are greedy?” continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Buy Hold Sell: 5 hot stocks on a high
Roger Montgomery
April 1, 2019
Roger joined Livewire’s exclusive Buy Hold Sell to discuss three companies which are currently on a high, including Bravura, Washington H. Soul Pattinson and Magellan Financial Group. With momentum driving their share prices higher, can they continue to soar?
by Roger Montgomery Posted in Editor's Pick, TV Appearances.
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Trading Day Live featuring Roger Montgomery: 28 March 2019
Roger Montgomery
March 29, 2019
Roger appeared on Your Money’s Trading Day Live to discuss the recent negativity on broader markets stemming from the inversion of the yield curve. Will we see interest rate cuts when the RBA meet in April? And if we do see rate cuts, how will this impact the Australian dollar and markets?
by Roger Montgomery Posted in Editor's Pick, TV Appearances.
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Reuben Zelwer interviews Roger Montgomery on the Finance Hour
Roger Montgomery
March 25, 2019
Should you be buying banks shares and taking dividends or borrowing from the banks and buying property? Roger joined Reuben Zelwer on the Finance Hour to answer this question and provide some insight into current market conditions.
by Roger Montgomery Posted in Editor's Pick, Radio.
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Do Agile working practices provide better financial results?
Andreas Lundberg
March 20, 2019
In this week’s video insight Andreas takes a closer look at the impact of different management philosophies and trends. Delving into a case study on one of our holdings Spark New Zealand, the implementation of Agile working practices has decreased labour costs resulting in increased EBITDA margin. continue…
by Andreas Lundberg Posted in Editor's Pick, Video Insights.
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Reporting season highlights opportunities for value investors
Roger Montgomery
March 15, 2019
While the recent reporting season painted a mixed picture about the outlook for Australia, it also left me optimistic. Any bouts of volatility this year will provide investment managers like us with the opportunity to find value among quality businesses. Let me explain. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Will we see a further decline in the Australian property market?
Roger Montgomery
March 13, 2019
While APRA has not yet released the data for the December 2018 quarter for housing loan approvals, we can see September 2018 showed a 56 per cent decline of interest only loans approved. With investors less active and less foreign buyers, and new buyers at 17-years lows, it seems the real decline in residential building activity is yet to materialise as we look at the correlation between building approvals and building starts.
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Australia heads for a car sales crash
Roger Montgomery
March 5, 2019
Is Australia’s debt-fuelled party about to end? It looks like it. National new car sales have fallen off a cliff. This new era of belt tightening poses a threat to the national economy. continue…
by Roger Montgomery Posted in Editor's Pick, Manufacturing.
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Does criticism of Buffett signal a market top?
Roger Montgomery
February 28, 2019
For 10 years now, the S&P 500 has been on a run, soaring from under 800 points to around 2800 points. But is this as good as it gets for now? Warren Buffett seems to think so. And criticism of his recent investment decisions could signal that the market is due a breather. continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.
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Australia – A Coming Financial Crisis?
Roger Montgomery
February 26, 2019
Alex Saunders from Nugget’s News published a video documentary delving into the systemic changes that have taken place in recent years in Australia’s economy, which might now put us at risk of an economic slowdown. This video interviews Roger on the economy.
by Roger Montgomery Posted in Editor's Pick, Talks.
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