Editor’s Pick
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Where can investors find companies with a tailwind of growth?
Roger Montgomery
April 23, 2019
With Australian retail, housing and car sales in the doldrums, an election likely to cause business nervousness and lack of new investment, (which in turn keeps wage growth low), where can investors find opportunities? continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Get ready for bargains in Aussie retailers
Roger Montgomery
April 18, 2019
With consumer spending on the slide, I think it’s only a matter of time before we see the earnings and valuations of many retailers take a hit. And that could throw up some compelling share price bargains for patient investors. continue…
by Roger Montgomery Posted in Consumer discretionary, Editor's Pick.
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MEDIA
TRADING DAY LIVE FEATURING ROGER MONTGOMERY: 11 APRIL 2019
Roger Montgomery
April 15, 2019
Roger appeared on Your Money’s Trading Day Live to discuss housing construction. With residential construction declining, and possibly even halving – how will the 3.5 per cent of Australia’s workforce employed by the area be impacted? Will we see unemployment rise?
by Roger Montgomery Posted in Editor's Pick, TV Appearances.
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5 companies and insight from their management
Joseph Kim
April 10, 2019
With reporting season over a month past, I thought it worthwhile to review some comments made by senior management of companies during reporting season as the noise settles down and there is a period of time to reflect on what has occurred and how things may evolve over the next 6-12 months (and longer). continue…
by Joseph Kim Posted in Companies, Editor's Pick.
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The Unicorn has arrived
Roger Montgomery
April 8, 2019
Investors should be aware that another tech boom appears to be underway. Exuberant valuations, zero profits and knowledgeable private equity owners lining up to sell their stakes are painting a cautious picture for technology stocks. This time the boom surrounds the conga line of technology unicorns that have filed to list, or are rumoured to do so, this year. continue…
by Roger Montgomery Posted in Companies, 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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MEDIA
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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MEDIA
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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