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When patience pays off
Roger Montgomery
April 20, 2020
In this article for Money Magazine Roger discusses why the four stages of a start-up’s life cycle provide rewarding possibilities and discusses three companies in the small cap space. Read here.
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Virus highlights the risk of overvaluation
Roger Montgomery
April 15, 2020
In this article for the Herald Sun Roger discusses the economic impact COVID-19 is going to have. Every week of lockdown vaporises about 2 per cent of Australia’s annual GDP. It may not go to zero but it will take an increasing hit the longer lockdowns last, and unemployment will surge. The recovery won’t be as quick as the sell off but it will be surprisingly rapid. If you are prepared to cast your view a few years hence, now is the time to start considering the good value that may be presented. Read here.
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Contagion that will cut into economies
Roger Montgomery
April 15, 2020
In this article for the Herald Sun Roger discusses how the coronavirus will be contained and how serious the impacts will be on businesses and the markets. Read here.
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Why rain’s no good for our meat prices
Roger Montgomery
February 28, 2020
In this article for the Herald Sun Roger discusses why we could see an apocalyptic price increase for steaks and beef sausages if we receive more rain this year. If the prices increase, investors may have underestimated the impact on the revenue side for producers and on the cost side for customers. Read here.
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Intrinsic value key to invest
Roger Montgomery
February 24, 2020
Meilin Chew published an article in The Weekend West which comments on Roger’s key to investing – finding businesses that can generate high rates of return on their additional capital. Read here.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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Star picks from profit season
Roger Montgomery
February 24, 2020
In this article for the Australian, Roger shares his views on retailers, miners, technology companies and the banks. Amid bushfires and the coronavirus the environment is ripe for more surprises than we have seen, perhaps since the GFC. Read here.
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Never forget interest rate influence over asset prices and valuations
Roger Montgomery
January 31, 2020
In this article for the Australian Roger discusses the power exerted on asset prices by interest rates. As we witnessed in 2019, that power exceeds all the fears that might have inhered in short-lived geopolitical and financial machinations. Read here.
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New treasures to rise from old trash
Roger Montgomery
January 28, 2020
In this article for the Herald Sun Roger discusses tech companies which are implementing solutions to help with the world’s landfill and greenhouse gas problem. Read here.
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Housing momentum builds towards a high
Roger Montgomery
January 9, 2020
In this article for the Herald Sun Roger shares a review of the Australian housing market in 2019. Today, we can say that not only did the May 2019 federal election mark the low for Aussie house prices, but that there is little to stop prices from continuing to climb higher. Read here.
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Rate cuts alone can’t kickstart economy
Roger Montgomery
December 20, 2019
In this article for the Herald Sun Roger discusses why a cut in interest rates won’t be enough for the economy. While rate cuts are helpful, they are more effective when combined with fiscal policy. Read here.
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