In the Press

by Roger Montgomery Posted in In the Press.

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In this article for Money Magazine Roger identifies why Australian portfolios can significantly benefit from overseas companies, including tech giants, that actually make a profit. Read Roger’s thoughts on Alphabet, Facebook and Uber. Read here.

by Roger Montgomery Posted in In the Press.

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In this article for the Herald Sun Roger discusses unicorns, do they exist? Unicorns tend to be innovative companies with entrepreneurial founders harbouring unbridled egos and larger-than-life ambitions. Let’s take a look at a few of them. Read here.

by Roger Montgomery Posted in In the Press.

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In this article for the Australian, Roger discusses Peloton which has recently registered to list on the Nasdaq under the ticker PTON, and with a near 200-page prospectus. Will this fad fade? Read here.

by Roger Montgomery Posted in In the Press.

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In this article for the Australian, Roger discusses the latest unicorn about to list – WeWork, according to NYU professor Scott Galloway, its claims are even more absurd than we have recently had from Uber. Read here.

by Roger Montgomery Posted in In the Press.

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In this article for the Herald Sun Roger discusses how cheap and abundant capital remains the fuel for the willingness to bet on the fortunes of start-ups, most of which will never make it. What’s the danger of expecting low short-term rates to last? Read here.

by Roger Montgomery Posted in In the Press.

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In this article for Money Magazine Roger discusses where investors should be looking for possible downgrades and bargains over the next few months. The three companies discussed aren’t “buys” right now, so they have a “hold” attached to their names. However, a sell-off could render them much more attractive. Read here.

by Roger Montgomery Posted in In the Press.

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In this article for the Herald Sun Roger takes a look at one retail company that isn’t doing it tough – Super Retail Group. It has managed to achieve solid profit growth this year despite tough retail conditions. Read here.

by Roger Montgomery Posted in In the Press.

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In this article for Money Magazine Roger discusses how the search for the highest returns in Australian equities has been concentrated in a small group of companies now known as WAAAX stocks. These companies are expected to earn just $162 million in the 2019 financial year from $1.9 billion in revenue but Afterpay and Xero don’t make any money at all. Here’s my thoughts on them. Read here.

by Roger Montgomery Posted in In the Press.

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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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