Media Room
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Are demergers a value opportunity for shareholders?
Roger Montgomery
August 8, 2022
Are demergers a value opportunity for shareholders? There has been no shortage of recent demerger examples to analyse in Australia with Tabcorp Holdings Ltd (ASX: TAH) spinning off The Lottery Corporation (ASX: TLC) and Woolworths Group (ASX: WOW) and Endeavour Group Ltd (ASX: EDV). There is a veritable mountain of research analysing equity performance post the demerger announcement. So do they actually add value for investors? I cover demergers and the risks in this piece for the ASX. Read here.
by Roger Montgomery Posted in On the Internet
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ABC Nightlife: Is Australia heading into recession?
Roger Montgomery
July 20, 2022
Roger joined Philip Clark on ABC Nightlife to discuss recession and inflation. With the costs rising for food, petrol and energy along with interest rates also going up, is the economy about to enter a recession? With the lowest level of unemployment in known memory, are you wondering how can a downturn be imminent? Listen here.
by Roger Montgomery Posted in Radio
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‘Compelling’ ASX tech share that could grow its user base 1,500%
Gary Rollo
July 18, 2022
Tony Yoo published an article in the Motley Fool discussing a stock that has lost half of its value since November but has a massive growth opportunity ahead of it. Learn more.
by Gary Rollo Posted in On the Internet
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The alternative investment that has outpaced the ASX bull market
Brett Craig
July 11, 2022
In this video with LiveWire markets Aura High Yield SME Fund Portfolio Manager Brett Craig introduces you to the fund and explains how it invests across the private debt space in the Australian market. In the five years since inception, the fund has produced consistent monthly positive returns. Watch here.
by Brett Craig Posted in Aura Group, On the Internet
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What these top fund managers learnt in 2021/22
Roger Montgomery
July 4, 2022
Hans Leee published an article in Livewire where I share what I have learnt after such an unprecedented and remarkable year for markets. Read my thoughts and why I am being patient during this market turmoil. Read here.
by Roger Montgomery Posted in On the Internet
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WHITEPAPER
VALUE AND GROWTH: TWO SIDES OF THE SAME COIN
The investment industry and media spend a lot of time discussing ‘value’ versus ‘growth’ investing – and which of them is currently winning. But we don’t believe they’re opposite concepts. Investors should consider both ideas together as they seek out quality companies with bright prospects that will deliver rewards over time.
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‘Dip your toe back in’: Expert reveals why he’s buying ASX shares now
Roger Montgomery
June 27, 2022
Tony Yoo published an article in The Motley Fool discussing whether or not now is the time to be buying? Talking to brokers, other fund managers and economists, I don’t find many people who are very bullish at all. In fact, most of them expect another leg lower in the stock market. For me, that starts to become optimistic because if everyone’s already bearish, there’s not many others left to become bearish. Read here.
by Roger Montgomery Posted in On the Internet
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Aussie stock market got you down? Look over the ditch
Roger Montgomery
June 24, 2022
In this video for Ausbiz Roger discusses bear markets. The current bear market became official on 20 May 2022. The S&P500 is currently around 24 per cent below its all-time highs. Bear markets don’t last forever. Roger discusses the averages of previous bear markets as guide from when investors will be back in positive return territory. Watch here.
by Roger Montgomery Posted in TV Appearances
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Why Roger Montgomery thinks the time is right to jump in
Roger Montgomery
June 24, 2022
Ishan Dan published an article in Inside Investor discussing whether or not now is a good time to invest. Ishan draws on Roger’s view that investors have a far better chance of making attractive returns by buying quality stocks. On condition that these businesses grow their earnings. Stock market falls may just be the rational price investors in equities and managed funds have been waiting for. Read here.
by Roger Montgomery Posted in On the Internet
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‘Double whammy’: Super funds are set for their worst year since the GFC
Roger Montgomery
June 21, 2022
Clancy Yeates published an article in the Sydney Morning Herald to discuss why the typical super fund will fall by 5% so far this financial year. Australia’s sharemarket had been a relatively strong performer in the early part of this year, but since the start of June it has tumbled about 10%. Read here.
by Roger Montgomery Posted in On the Internet
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Buy now, pay later companies on the brink as bad debts and interest rates rise
Roger Montgomery
June 21, 2022
In this article for the ABC Rhiana Whitson discusses the buy now, pay later stocks such as Afterpay and Zip which have tumbled in response to the many problems the sector is facing. A perfect storm of rising interest rates, bad debts, a crowded marketplace and looming regulation has critics saying the glory days are over for the sector. Read here.
by Roger Montgomery Posted in On the Internet
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