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The tipping point for investing in decarbonisation
Roger Montgomery
September 23, 2021
In this article for Firstlinks I question whether there a tipping point for investing in decarbonisation. Throughout time, transformative technology has maintained its power to change the course of human history. And of course, as investors, it is easy to be lulled into believing new technology will also transform investment returns. Is there a tipping point for investing in decarbonisation? Read here.
by Roger Montgomery Posted in On the Internet
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Retail in favour at value-oriented Montgomery
Roger Montgomery
September 13, 2021
In this article for The Inside Investor Roger looks at six companies that caught his eye in the August reporting season. With reporting season over, the market shifts its focus back to COVID-19, the percentage vaccinated, and the likely impact lockdowns will have caused on company earnings. In some cases the impact will have been a positive one, but in many cases it will have been a negative. Read here.
by Roger Montgomery Posted in On the Internet
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What impact will the Delta variant of COVID-19 have on the sharemarket?
Roger Montgomery
September 1, 2021
In this article for Canstar Roger discussed what impact the Delta variant will have on the sharemarket. There are three reasons why Roger believes investors can be optimistic about the market over the next year. Although a temporary pull-back of 10-15 per cent is always possible and should be considered a normal part of every investor’s journey. Read here.
by Roger Montgomery Posted in On the Internet
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A small cap embedded in a multi-year growth opportunity
Roger Montgomery
August 30, 2021
In this article for Livewire Roger discusses why we like Macquarie Telecom. We’ve promoted the Macquarie Telecom story and explained the investment opportunity since about $25 per share, and our small cap team think it is worth far more than that today. We also believe considerable upside remains from its current price of $76. Read here. continue…
by Roger Montgomery Posted in On the Internet
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Energy retailers are being clobbered. Here’s why that’s good news for you
Andreas Lundberg
August 2, 2021
Rod Myer published an article in The New Daily discussing why the share prices of major coal generation owners Origin and AGL are under downward pressure as the shift to renewables continues. Rod draws on comments from Andreas on renewable energy coming into the market at very low prices. Read here.
by Andreas Lundberg Posted in On the Internet
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WHITEPAPER
VALUE AND GROWTH: TWO SIDES OF THE SAME COIN
The investment industry and media spend a lot of time discussing ‘value’ versus ‘growth’ investing – and which of them is currently winning. But we don’t believe they’re opposite concepts. Investors should consider both ideas together as they seek out quality companies with bright prospects that will deliver rewards over time.
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Is Youfoodz the canary in the IPO coalmine?
Gary Rollo
July 29, 2021
Ishan Dan published an article in The Inside Investor sharing Gary Rollo’s view on what makes a successful IPO. So far this year, there have been 81 IPOs with another 24 booked in for the next two months. Read here.
by Gary Rollo Posted in On the Internet
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Solomon Lew has a few aces up his sleeve in the battle for the future of Myer
Roger Montgomery
July 15, 2021
Rod Myer published an article in The New Daily discussing Solomon Lew’s increased stake in Myer from 10 per cent to 15.77 per cent. Does he intend to take control of the troubled department store? Rod calls on Roger’s and Stuart’s opinions. Read here.
by Roger Montgomery Posted in On the Internet
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Why ‘value’ and ‘growth’ share categories are meaningless
Roger Montgomery
June 11, 2021
Tony Yoo published an article in The Motley Fool discussing traditional growth and value definitions. Tony discusses Roger’s view on why value and growth definitions are flawed, subjective, arbitrary and engineered for convenience. Read here.
by Roger Montgomery Posted in On the Internet
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How much will rising inflation hit company valuations?
Roger Montgomery
June 3, 2021
In this article for Firstlinks Roger discusses the talk about inflation. The question is how big is the risk? The classic response to inflation is raising interest rates to cool the economy. How much will rising inflation hit company valuations? Read here.
by Roger Montgomery Posted in On the Internet
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Ramsay boss picks his UK moment
Andreas Lundberg
May 31, 2021
In this article for the Australian Financial Review Carrie LaFrenz discusses Ramsay’s takeover bid for Spire. Carrie comments on views from Andreas where he states Spire is strategically a good fit, and diversifies Ramsay UK’s revenue. Read here.
by Andreas Lundberg Posted in On the Internet
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