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TV – the end of the world as we know it?
Roger Montgomery
December 12, 2018
When a technology advances, bringing down prices, it opens new markets. The S&P500 Media & Entertainment index recently slid 15% from its all-time highs. In this article for Cuffelinks Roger discusses the traits that investors need to be aware of to ensure the don’t fall for a potential value trap. Read here.
by Roger Montgomery Posted in On the Internet
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Banks’ share prices have tumbled but are they cheap?
Roger Montgomery
December 10, 2018
Emily Stewart published an article in ABC News which discusses the future of Australia’s big four banks. It’s been a bad year for them so what’s ahead? Emily draws on Roger’s view that at the current prices the banks look reasonable. Read here.
by Roger Montgomery Posted in On the Internet
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How to Avoid Overpriced Stocks To Guard Your Nest Egg
Roger Montgomery
December 3, 2018
Roger joined Ann Nelson from retire well, retire happy to discuss the current market conditions and how to avoid over priced stocks. Listen to the podcast here.
by Roger Montgomery Posted in On the Internet
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Westpac chief throws doubt over future of the bank’s advice business
Roger Montgomery
November 23, 2018
Rod Myer published an article in The New Daily which discuss Westpac’s decision to retain its advice business and draws on Roger’s views. Read here.
by Roger Montgomery Posted in On the Internet
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Regal Funds Management’s Craig Collie tips dim Celltrion reality
Christopher Demasi
November 19, 2018
Melissa Yeo published an article in The Australian which identifies gains in the downside for investors, drawing on Chris’ short thesis for Campbell Soup. Read here.
by Christopher Demasi Posted in On the Internet
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Amazon, Airbus, Bandai Namco, JB Hi-Fi, Campbell: Sohn Australia
Christopher Demasi
November 19, 2018
Rebecca Jones and Abhishek Vishnoi published an article in Yahoo Finance which discusses 15 stocks highlighted at the Sohn Hearts & Minds Australia conference. They mention Chris’ view on shorting Campbell Soup and owning Airbus. Read here.
by Christopher Demasi Posted in On the Internet
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Focus on value pays off for Montaka
Christopher Demasi
November 16, 2018
Damon Kitney published an article in The Australian where he interviewed Christopher Demasi to discuss the Montaka funds and the process behind the strategy. Read here.
by Christopher Demasi Posted in On the Internet
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More questions over index ETFs
Roger Montgomery
November 15, 2018
John Kavanagh published an article for shedconnect which discusses the ETF market. It has grown strongly over the past few years although has always had its sceptics. John mentions Roger’s most recent whitepaper discussing ETFs as a transmission mechanism for a tech stock bubble. Read here. continue…
by Roger Montgomery Posted in On the Internet
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Afterpay Touch Group Limited (ASX:APT) Share Price Falls 5% As ASX Declines
Roger Montgomery
November 15, 2018
Rask Media published an article discussing After Touch Pay’s recent share price fall, taking note of Roger’s views that falling consumer confidence could have an impact on many companies exposed to consumer discretionary sending. Read here.
by Roger Montgomery Posted in On the Internet
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Tech stock ETF bubble “may end badly,” paper says
Roger Montgomery
November 15, 2018
Nicholas Grove published an article in Money Management which discusses excerpts from Roger’s latest whitepaper. Markets are currently at a fork in the road where investors may want to reconsider their strategies. Read here. continue…
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