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Kogan’s results seem to glow but shares tell another tale
Roger Montgomery
August 23, 2018
In this article published in the Herald Sun, Roger discusses Kogan’s results. They were relatively strong with the company announcing revenue of $412.3 million, up 42.4 per cent. Read here.
by Roger Montgomery Posted in In the Press.
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MEDIA
Great unwinding begins as ‘greater fool’ departs
Roger Montgomery
August 14, 2018
In this article published in The Australian, Roger discusses how property prices are now falling at their fastest rate in half a decade and how the unwinding of the prior debt-fuelled property boom is only just beginning. Read here.
by Roger Montgomery Posted in In the Press.
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MEDIA
Where to recharge a portfolio
Roger Montgomery
August 8, 2018
In this article published in Money Magazine, Roger discusses the future of electric vehicles, they will definitely cause widespread disruption although will they give investors a free ride? Read here.
by Roger Montgomery Posted in In the Press.
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MEDIA
Global factors pulling rug out from under Aussie property
Roger Montgomery
July 18, 2018
In this article published in the Herald Sun, Roger discusses why we are avoiding retailers, real estate and companies with indirect exposure to consumer confidence and real estate prices. Read here.
by Roger Montgomery Posted in In the Press.
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MEDIA
Don’t bet on a comeback yet
Roger Montgomery
July 12, 2018
In this article published in Money Magazine, Roger discusses the outlook for the big four banks. Read here. continue…
by Roger Montgomery Posted in In the Press.
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MEDIA
Still some turbulence ahead for Qantas shares
Roger Montgomery
July 9, 2018
In this article published in The Australian, Roger discusses Qantas and how their shares are trading where they were around 11 years ago. Read here.
by Roger Montgomery Posted in In the Press.
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MEDIA
Is Telstra about to turn the corner?
Roger Montgomery
June 18, 2018
In this article published in The Australian, Roger discusses Telstra, after a torrid first half there are signs things are improving. Read here. continue…
by Roger Montgomery Posted in In the Press.
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MEDIA
Shorting hurt at first but bank fears are now being realised
Roger Montgomery
June 14, 2018
In this article published in the Herald Sun, Roger discusses the heavy influence that the big four banks have on the Australian market. Read here. continue…
by Roger Montgomery Posted in In the Press.
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Cash doesn’t mean a crash
Roger Montgomery
June 12, 2018
In this article published in The Australian, Roger discusses why just because we are holding large amounts of cash doesn’t mean that we think markets are about to tank. Read here.
by Roger Montgomery Posted in In the Press.
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MEDIA
Cornerstones crumble
Roger Montgomery
June 6, 2018
In this article published in Money Magazine, Roger discusses how rising vacancies in shopping centres are a symptom of the industry’s troubles. Read here.
by Roger Montgomery Posted in In the Press.
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