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What the fundies like (and don’t) for 2020
Gary Rollo
January 21, 2020
Mark Draper published an article for the Australian Financial Review which shares eight investment ideas to kickstart 2020. Included in the eight is Gary’s view on EML Payments, a structural growth fintech. Here’s why we like it. Read here.
by Gary Rollo Posted in On the Internet
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Sweet spot helping bull market rampage
Roger Montgomery
January 16, 2020
In this article for Firstlinks, Roger discusses whether we will see a continuation of the bull market in 2020 with higher prices and expanding price/ earnings ratios. Read here.
by Roger Montgomery Posted in On the Internet
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What could wreck markets in 2020?
Roger Montgomery
January 14, 2020
As we begin the new decade, market conditions seem rosy after stellar results for calendar year 2019. Policymakers remain supportive and market commentators are predicting another good year for equities. So what could go wrong? In this exclusive article for Livewire Roger discuss how investors protect themselves from risks. Read here.
by Roger Montgomery Posted in On the Internet
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A simple method to help mitigate sequencing risks
Roger Montgomery
December 20, 2019
In this article for Firstlinks Roger identifies how to mitigate sequencing risk. When an investor is required to make regular withdrawals regardless of the market level, capital losses experienced early in retirement can be deleterious. Sequencing risk, which describes the pattern of investor returns, or the order in which they are received, therefore looms large for retirees. Read here.
by Roger Montgomery Posted in On the Internet
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Avita tech ‘revolutionising’ care for burn patients, says CEO
Joseph Kim
December 9, 2019
Carrie LaFrenz published an article in the Australian Financial Review discussing how Avita Medical’s spray-on skin product is revolutionising care for burn patients. Carrie draws on Joseph’s comment that they are right on path with the reimbursement area. Read here.
by Joseph Kim Posted in On the Internet
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Avita on Mad Money
Roger Montgomery
December 5, 2019
Sometimes value is visible in plain sight. Avita Medical’s (ASX: AVH) RECELL technology solution for burns patients represents the commercialisation of the invention of West Australian, Fiona Wood. continue…
by Roger Montgomery Posted in On the Internet
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Seven Questions with Roger Montgomery
Roger Montgomery
November 29, 2019
William McInnes published an article in the Australian Financial Review – a quick seven question interview. Find Roger’s view on how a growth investor copes with a rotation into value and much more. Read here.
by Roger Montgomery Posted in On the Internet
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One cycle underway and two more getting started
Gary Rollo
November 19, 2019
In this video for Livewire Gary outlines two cycles that he believes are about to take a turn for the better and shares one of the ways he is investing to gain exposure. Watch here.
by Gary Rollo Posted in On the Internet
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Cloud will create generational shift of wealth
Gary Rollo
November 12, 2019
In this video for Livewire Gary discusses whether we will see a rush of IPOs over the next decade as Aussie companies create wealth by doing things better, smarter and more efficiently than our existing giants. The new firms will be harnessing a technological advantage and exploiting opportunities. Watch here.
by Gary Rollo Posted in On the Internet
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A structural growth stock the market is overlooking
Gary Rollo
November 11, 2019
In this video for Livewire Gary discusses the opportunities in small caps by sharing three categories being growth, cyclical and ‘stable compounders’ to narrow down the universe of potential investments. Watch here.
by Gary Rollo Posted in On the Internet
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