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There is danger in expecting low rates to last
Roger Montgomery
August 27, 2019
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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Get ready to pounce
Roger Montgomery
August 12, 2019
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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Super Retail a broad brand sporting plenty of resilience
Roger Montgomery
August 7, 2019
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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Cash in on ridiculous prices
Roger Montgomery
July 18, 2019
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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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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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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