On the Internet

In this article for Cuffelinks, Roger discusses a perfect storm that seems to be developing for the retail sector and cautions that investors don’t appear to be attuned to the risks. Read here.

by Roger Montgomery Posted in On the Internet.

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In this article published by the ASX, Roger discusses how to assess Initial Public Offerings, and maximise returns. Read here.

by Roger Montgomery Posted in On the Internet.

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When directors buy or sell shares in their company, most people believe they are sending a strong signal to the market about the firm’s prospects. But how strong is the correlation between director trades and share price movements? And should you buy or sell because a director has too? In this article for Cuffelinks, Tim Kelley does some research to get closer to the truth. Read here.

by Tim Kelley Posted in On the Internet.

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In this article for Professional Planner, Roger places the threats to Australian retailers into three main categories. Read here.

by Roger Montgomery Posted in On the Internet.

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In this article for the Switzer Super Report, Roger discusses the value emerging in the healthcare industry. Read here.

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Michael Bennet writes an article in The Australian about Commonwealth Bank and ANZ customers facing mortgage interest rate hikes. He mentions Roger’s recent warning that depressed property yields after years of surging prices are starting to unwind. Read here.

by Roger Montgomery Posted in On the Internet.

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Retirees who appear to have been smart buying stocks with yields a little higher than term deposits will soon find their income fixed by the high payout ratio and the purchasing power of their income eroded by inflation. In this article for nabtrade Roger proposes an alternative approach. Read here.

by Roger Montgomery Posted in On the Internet.

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In this article for the Switzer Super Report, Roger discusses investing in commodities. He looks at BHP, Santos and Newcrest. Read here.

by Roger Montgomery Posted in On the Internet.

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In this article for Cuffelinks, Roger considers the cyclical headwinds that may challenge the widely-held view that banks are the place to invest. Read here.

by Roger Montgomery Posted in On the Internet.

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Intuitively investors know the principles of buying low and selling high. Each year Dalbar, a US based research firm, conducts their Quantitative Analysis of Investor Behaviour. The study looks at how investor decisions to switch in and out of mutual funds impacts the returns that they achieve. Dalbar’s research confirms that most investors fail to execute on this basic premise – consistently underperforming the funds they invest.

In this video for LiveWire I share my views on irrational selling and the opportunities this creates. 

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by Roger Montgomery Posted in On the Internet.

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