In the Press
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Driverless cars head towards road bumps
Roger Montgomery
July 4, 2019
In this article for the Australian Roger questions how realistic it is to accept that the world will soon be overrun by robotaxis, autonomous road trains and autonomous wheelie bins. Putting aside the impacts on society and the urban landscape, as well as questions of ethics and trust, and the regulatory nightmare that may or may not unlock enormous productivity, life and cost savings for the world, I wonder just how close we really are. Read here.
by Roger Montgomery Posted in In the Press
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From currency to computers
Roger Montgomery
July 2, 2019
In this article for Money Magazine Roger takes a look at companies that offer investors the chance to profit from strong business growth and a group of companies that are exposed to the booming demand for software and data. Read here.
by Roger Montgomery Posted in In the Press
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Time to bin idea of a buoyant housing sector as Bingo numbers fall
Roger Montgomery
July 2, 2019
In this article for the Australian Roger discusses one company with heavy exposure to the property boom — and now the bust, Bingo Industries. Should caution be applied to the company’s recent share price enthusiasm? Read here.
by Roger Montgomery Posted in In the Press
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Pain on the way for discretionary retail sector
Roger Montgomery
July 2, 2019
In this article for the Herald Sun Roger provides an update on the housing market and the impact on retail. Housing approvals have collapsed roughly 40 per cent from a peak annual run rate of 280,000 dwellings Australia- wide. How much will this impact the retail sector? Read here.
by Roger Montgomery Posted in In the Press
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Fundies give Facebook’s Libra a cautious tick
Andrew Macken
June 19, 2019
Sarah Turner published an article in the Australian Financial Review discussing Facebook’s announcement to launch a digital currency, a first step towards the company making money from its popular messaging platforms, Andrew Macken comments on the development. Read here.
by Andrew Macken Posted in In the Press, On the Internet
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Australia at mercy of worldwide economic slowdown
Andrew Macken
June 13, 2019
In this article for the Herald Sun Andrew discusses how in only a few short weeks newly-elected Prime Minister Scott Morrison has already been called upon to enact all sorts of policies to try to boost the economic growth of the country. Do you think Australia can avoid the disinflation being experienced across the world? Read here.
by Andrew Macken Posted in In the Press
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Private equity tower is flush amid risks galore
Roger Montgomery
June 12, 2019
In this article for the Australian Roger discusses how each day brings more news of another huge technology IPO, often by businesses that have never made a profit – and perhaps never will. But there are new signs that this latest tech bubble could be coming to an end. Read here.
by Roger Montgomery Posted in In the Press
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Mad multiples infect Aussie market too — but for how long?
Roger Montgomery
May 30, 2019
In this article for the Herald Sun Roger discusses how both profitable and profitless companies have reached extraordinary multiples. When will these companies return to earth in terms of their multiples? Read here.
by Roger Montgomery Posted in In the Press
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Goods times are over
Roger Montgomery
May 22, 2019
In this article for Money Magazine Roger discusses how a slump in building activity will hit the sales of items such as couches and carpets, taking a look at Adairs, Bacon Lighting and Temple & Webster. Read here.
by Roger Montgomery Posted in In the Press
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Income yield a smokescreen too many investors focus on
Andrew Macken
May 8, 2019
In this article for the Herald Sun Andrew discusses the issue with investing for yield only by taking a look at an example – the Commonwealth Bank of Australia. Read here.
by Andrew Macken Posted in In the Press
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