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Lessons from the reporting season: be prepared for opportunities from volatility
Roger Montgomery
March 15, 2019
In this article for the Australian Roger identifies the key lessons that can be learnt from the February 2019 reporting season. There were two main themes which emerged – a group of smaller companies doing well overseas and a group that is only just entering a period of difficulty. Read here.
by Roger Montgomery Posted in In the Press.
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Sunshine breaks through clouds
Roger Montgomery
February 25, 2019
In this article for the Australian Roger identifies why the recent rally is so hard to justify and investors should expect more volatility. A terrible drought, retreating house prices, evaporating consumer confidence, a wobbling Chinese economy, consecutive downgrades to global growth by the IMF, decelerating domestic economic growth and a slower pace of US corporate earnings growth all suggest higher share price multiples are difficult to justify. Read here.
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An unstoppable sales force
Roger Montgomery
February 13, 2019
In this article for Money Magazine Roger discusses how both investors and shoppers could be winners as online retailers conquer new territory. Read here.
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Market cheap enough yet? Here’s cause to reconsider
Roger Montgomery
February 11, 2019
In this article published in the Herald Sun, Roger questions the market volatility experienced in the last quarter of 2018. We saw substantially lower share prices and this may have tempted some investors to dive back in. But before reinvesting it might be worth considering where values sit. Read here.
by Roger Montgomery Posted in In the Press.
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Have shares fallen far enough to offer value? Buffett doesn’t think so
Roger Montgomery
February 4, 2019
In this article published in The Australian, Roger discusses how recent falls in stocks around the world may have tempted many investors to dive in and grab a bargain. Although do you understand where value actually sits? Read here.
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E-commerce is inexorable, even for homeware retailers
Roger Montgomery
January 24, 2019
In this article published in the Herald Sun, Roger discusses the modern retail sector. The question for investors is not whether an item will be available online it is how much of the retail dollar will migrate online and how much will brick and mortar operators be disrupted? Read here.
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Quality at the right price
Roger Montgomery
January 16, 2019
In this article for Money Magazine Roger discusses our definition of quality companies and shares four companies we believe are high quality and should be on any investor’s radar. Read here.
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True retail bargains may be some way off still
Roger Montgomery
December 20, 2018
In this article published in The Australian, Roger takes a look at the retail sector, a quick scan reveals both tough times and the possibility of value. We believe true value for retail stocks remains below current prices. Of course, further falls, if they emerge, could produce bargains, and investors would be wise to look well ahead. Read here.
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Why cash is back, wearing its crown
Roger Montgomery
December 4, 2018
In this article published in The Australian, Roger discusses why holding cash in the current market conditions is most valuable. A simple rule to remember when it comes to investing is this: the higher the price you pay, the lower your returns. Read here.
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Opportunity knocks as property sell-off puts prices in tailspin
Roger Montgomery
November 20, 2018
In this article published in the Herald Sun, Roger discuss the Australian property market. On the demand side buyers are fewer and have less money, and on the supply side more owners are being forced to consider selling. Read here.
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