On the Internet

Roger joined Josh Gilbert on the Yahoo Finance Breakfast Club to discuss how to invest in the US and what you need to be aware of.  If you want to get rich, buy and sell. If you want to get wealthy, buy and hold, provided you own really outstanding businesses. Watch our discussion for my view on three high quality companies with long growth runways. Watch here.

by Roger Montgomery Posted in On the Internet.

• READ ONLINE
• save this article
• POSTED IN On the Internet

Nick Sundich published an article in Stockhead which discusses the assistance Jobkeeper is having on Australian companies. Eighty-four per cent of small business owners reported the scheme allowed them to stay afloat. Nick comments on Roger’s concern that households and businesses will not be able to start paying their debt once the stimulus packages go away. Read here. 

by Roger Montgomery Posted in On the Internet.

• READ ONLINE
• save this article
• POSTED IN On the Internet

Roger joined Kylie Purcell to discuss the market crash at the beginning of the year, and why by April markets had rebounded on the expectation for a V shaped recovery. The expectation for a V-Shaped economic recovery seems irrational. The question now is how long governments and central banks can continue to prop up companies and employees that aren’t getting any business.

Please click here for the full interview. 

by Roger Montgomery Posted in On the Internet.

• READ ONLINE
• save this article
• POSTED IN On the Internet

In this article for Firstlinks Roger questions whether the markets have gone too far too soon. Even as we talk of post-COVID-19 conditions, we are not yet certain the pandemic is under control, but it seems markets don’t need the problems to be solved and concluded, they merely need the worst to be behind them. Read here.

by Roger Montgomery Posted in On the Internet.

• READ ONLINE
• save this article
• POSTED IN On the Internet

Killian Plastow published an article in The New Daily discussing how Australia’s Industry Super Funds plan to drive the nation’s economy and grow member’s savings. Killian mentions Roger’s view that it’s clear Australian companies are once again searching for additional funds after raising over $21 million since February. Read here.

by Roger Montgomery Posted in On the Internet.

• READ ONLINE
• save this article
• POSTED IN On the Internet

Daniel Ziffer and Phillip Lasker published an article in ABC News discussing Premier Investments’ decision to close more than 850 stores and refuse to pay rent for the duration. Read Roger’s view here.

by Roger Montgomery Posted in On the Internet.

• READ ONLINE
• save this article
• POSTED IN On the Internet

Stephanie Chalmers published an article in ABC News which discusses how thousands of Australian workers have been stood down from their jobs due to store closures and draws on Roger’s point that landlords have the capacity to offer rent free incentives to keep retailers around. Read here. 

by Roger Montgomery Posted in On the Internet.

• READ ONLINE
• save this article
• POSTED IN On the Internet

Rod Myer published an article in The New Daily which discusses how the Reserve Bank of Australia has stepped in to defend the economy from a major downturn by launching a quantitative easing program. Read here.

by Roger Montgomery Posted in On the Internet.

• READ ONLINE
• save this article
• POSTED IN On the Internet

Clancy Yeates published an article in The Sydney Morning Herald which discusses the view investors should take with the current market volatility. Some businesses will be affected directly by coronavirus — such as airports, airlines or travel agents — while other quality companies would emerge from the slump in reasonable shape. Read here.

by Roger Montgomery Posted in On the Internet.

• READ ONLINE
• save this article
• POSTED IN On the Internet

Emily Stewart published an article in ABC News which shares Roger’s view on what you should be doing with your shares at the moment. Now is not the time to panic sell. If you did that at the bottom of the GFC, which is when most people capitulated, they missed out on essentially a tripling of prices in the market after the GFC. Read here.

by Roger Montgomery Posted in On the Internet.

• READ ONLINE
• save this article
• POSTED IN On the Internet