Roger joined Ross Greenwood on The Money Minutes to discuss why value stocks have underperformed growth stocks and why there will be a reversion at some point. Looking to the reporting season, the disparity in earnings estimates are really wide meaning it will be full of surprises. Will this give investors the option to pick up some bargains?

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Rod Myer published an article in The New Daily discussing why the financial regulator has ordered the big banks to cut their dividends in response to the COVID-19 crisis – dealing a major blow to the incomes of investors and super fund members. Stuart Jackson comments on why APRA has ordered them to restrict their dividend payments to 50 per cent of their earnings. Read here. 

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Roger joined Jordan Michaelides on the Margin Call Podcast to talk about the COVID-19 situation in Australia, and how we are in a health and economic crises but not a financial crisis. They cover headwinds and tailwinds for the Australian economy, current share markets and opportunities this presents for value investors.

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In this episode of ABC Nightlife Phil Clark and Roger discuss the latest share market moves. The ASX 200 closed yesterday up 2.5 per cent, its best finish since March 6, in the wake of news the federal government would push the close of its COVID-19 stimulus packages out to the end of March. Big gains for the likes of Microsoft, Amazon, Apple and Google parent Alphabet pushed the NASDAQ to a new record high overnight. How cautious should investors be at the moment with all this positive news? Listen here.

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Data centres have quickly become essential infrastructure in Australia and around the world. To explain data centres and their business model, I’m joined by David Tudehope, Chief Executive Officer from Macquarie Telecom. continue…

by Roger Montgomery Posted in Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights

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Rachel Pupazzoni published an article in ABC News discussing the tech-bubble we are currently seeing. When Microsoft delivered the software company’s third quarter results in April this year, they commented on seeing two years’ worth of digital transformation in two months, thanks to the global pandemic. This rapid growth is emblematic of what has been happening in the broader technology space. Could history repeat with a pop in this sector? Read here.

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Roger joined 2GB to discuss the current position Australia is in, are we setting ourselves up for more pain? The Australian government has rolled out a raft of stimulus measures in the wake of the coronavirus crisis with the subsidies Jobkeeper and Jobseeker, although what will happen when these subsidies end?

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In this video for Livewire Roger joined Ben Clark and Vishal Teckchandani on Livewire’s Buy Hold and Sell  talking stocks in the domestic and international markets offering the best growth opportunities at a reasonable price. Where can investors find growth at a reasonable price? In this interview we talk Tyro Payments, Altium, Ramsay Health Care and two international companies presenting long-term growth prospects.

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Founded 27 years ago, Macquarie Telecom (ASX:MAQ) is an Australian data centre, cloud, cyber security and telecom company for mid to large business and government customers. Gary recently spoke with Chief Executive Officer, David Tudehope to discuss business and the investments the company’s making to extend its growth horizon. continue…

by Gary Rollo Posted in Companies, Editor's Pick, Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights

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In this video for Livewire Roger joined Ben Clark and Vishal Teckchandani on Livewire’s Buy Hold and Sell  to discuss the question “Is it time to load up on growth stocks?” Technology stocks globally are up 20 per cent since February. Industrial names are down over 20 per cent over the same period. Is it time for investors to rewire their thinking and go for growth? In this conversation we share our approach to growth investing as well as seven stock ideas offering growth at a reasonable price.

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