In the Press

In this article for the Herald Sun Roger discusses the decision from Qantas to cut 6000 staff and a further 15,000 people will remain stood down and 100 aircraft would be grounded for 12 months. Read here.

by Roger Montgomery Posted in In the Press.

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In this article for the Herald Sun Roger discusses the current market status. Whether the current economic disaster can be repaired through the printing of money remains a multitrillion-dollar question. The same goes for whether it leads to inflation, or possibly hyperinflation after excess productive capacity is soaked up. Our most recent analysis suggests market prices are broadly at their most extreme valuations since The Montgomery Fund’s inception, but we have added to our holdings. Read here.

by Roger Montgomery Posted in In the Press.

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In this article for the Herald Sun Roger discusses the two camps when it comes to stock markets – the buyers and sellers and they typically have divergent views about the future. In the first camp are investors who believe economic activity, revenues and profits will recover easily and quickly. On the other hand are those who believe the recovery will be slow and halting. Which camp are you in? Read here.

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In this article for Money Magazine Roger discusses how the market volatility from COVID-19 will provide opportunities, as it did during the tech wreck and GFC. It then makes sense to divide the market into two categories of opportunity. There are those companies adversely impacted by the outbreak with share prices that are even more adversely impacted. Then there are those relatively unaffected by a mild outbreak. This column looks at one company in the first category and two in the latter. Read here.

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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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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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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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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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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.

by Roger Montgomery Posted in In the Press.

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