On the Internet
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Firstlinks – Why the ASX 200 has gone nowhere in 16 years
Roger Montgomery
November 9, 2023
In my recent article with Firstlinks, I wanted to highlight why the S&P/ASX 200 has shown minimal capital gain over the past 16 years, with only a 0.02 per cent total capital gain and an annualised capital gain of 0.00182 per cent per annum. The main reason as to why this is the case, dividends. continue…
by Roger Montgomery Posted in On the Internet.
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Qantas chair Richard Goyder to step down amid board overhaul
Sean Sequeira
October 13, 2023
Jessica Yun published an article in The Brisbane Times discussing Qantas’ commitment to overhauling its board of directors, including the early retirement of chairman Richard Goyder. Jessica notes Sean Sequeira’s comments that the mounting pressure on Goyder to resign was becoming a “distraction” for the airline trying to improve its reputation. Read the article here: Qantas chair Richard Goyder to step down amid board overhaul
by Sean Sequeira Posted in On the Internet.
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Capital Brief: The investors getting set for an epic resurgence in small caps
Polen Capital
October 11, 2023
There’s a lot of talk right now about bonds and rate hikes, but there is one part of the stock market that is flying under the radar. And this is small caps. In this article for Capital Brief Rob Forker, from our global equities partner Polen Capital shares why he is seeing a decades-low valuation relative to large cap indices. Read the article: The investors getting set for an epic resurgence in small caps
by Polen Capital Posted in Editor's Pick, In the Press, On the Internet.
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Qantas CEO quits after airline allegedly sold tickets for cancelled flights
Roger Montgomery
September 8, 2023
Mike Cherney published an article on The Wall Street Journal discussing all the buzz around Qantas’ damaged reputation and Alan Joyce’s subsequent departure from Qantas. Cherney asks for my insights and the main one of note is that the airline will be much less profitable in the foreseeable future. Read the full article here
by Roger Montgomery Posted in On the Internet.
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Stayer’s secrets: Mercer’s top fundie
Sean Sequeira
July 26, 2023
Australian Eagle Asset Management is the top performing fund manager over a five-year period with their Equity Strategy Fund delivering an impressive return of 11.6 per cent per annum, compared to the ASX 100 Accumulation Index which returned 7.8 per cent per annum. continue…
by Sean Sequeira Posted in Editor's Pick, In the Press, Montgomery News and Updates, On the Internet.
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Nvidia’s share price has surged almost 200 per cent on an AI boom. But will it stay there?
Roger Montgomery
June 27, 2023
Rachel Pupazzoni published an article for ABC News discussing how seven companies have experienced significant growth compared to other stocks, collectively rising by 50 per cent year-to-date, while the rest of the companies in the MSCI US Index have remained unchanged. She draws on Roger’s thoughts on how this narrow group of companies driving the market gains is likely influenced by enthusiasm for AI and its transformative potential, although the actual extent of its impact remains uncertain. Read here: Nvidia’s share price has surged almost 200 per cent on an AI boom. But will it stay there?
by Roger Montgomery Posted in Editor's Pick, In the Press, On the Internet.
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Why stocks in this sector are near an inflection point
Sean Sequeira
June 7, 2023
Sean Sequeira from Australian Eagle joined Livewire to discuss whether we are seeing a turning point for consumer discretionary stocks. Sean points out that a deceleration of revenue lines is something to watch and the ongoing demand for travel services is a standout – as confirmed by recent updates from Flight Centre and Webjet. Read here: Why stocks in this sector are near an inflection point
by Sean Sequeira Posted in On the Internet.
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AI stocks: have you missed the buying boom?
Roger Montgomery
June 2, 2023
I joined Ausbiz to share my view on generative AI’s transformative potential and investment landscape, giving particular attention to Nvidia’s (NVDA) recent success. New technologies that transform life typically lead to bubbles; however, these new technologies will change the world. Watch the interview: AI stocks: have you missed the buying boom?
by Roger Montgomery Posted in On the Internet, TV Appearances.
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The Australian’s Money Cafe: why Aussie small cap stocks are ready to rebound
Roger Montgomery
April 28, 2023
Roger joined James Kirby on The Australian’s Money Cafe podcast to discuss a green light for small caps, the dangers of ‘over contributing’ to super, why the ASX is reasonable value just now and whether we should worry about US banks.
by Roger Montgomery Posted in On the Internet, Podcast Channel.
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How an IPO drought and consolidation are hitting retail investors
Roger Montgomery
April 17, 2023
Millie Murio published an article in The Sydney Morning Herald discussing the current drought in initial public offerings (IPOs) over the past few months. Millie draws on Roger’s view and how this is impacting investors. Read the article: How an IPO drought and consolidation are hitting retail investors
by Roger Montgomery Posted in On the Internet.
