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REA is well set for a strong quarter: Montgomery
Roger Montgomery
February 7, 2022
Roger Montgomery spoke with Glenn Freeman at Livewire Markets to discuss what we like from REA Group’s half-year results. Here at Montgomery, we rank REA a high-quality company and the share price is certainly priced to reflect that strength. I think that during market corrections, like the one we’ve seen in January, this ASX company is one to review. Read here.
by Roger Montgomery Posted in On the Internet.
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MEDIA
Death, taxes and…opportunity. Where Roger’s investing now
Roger Montgomery
February 4, 2022
Roger joined Ausbiz to discuss the acceleration of selling that began as a rotation out of high-flying tech stocks in late November and December, the short-term ownership of high-flying tech names – particularly long-duration stocks with earnings pushed well out into the future – is more difficult to justify. However, setbacks are a normal and healthy part of investing. Indeed, the only unusual thing is their absence and remind us investors of one thing: opportunity. Roger says now is the time to rebalance portfolios, taking advantage of the lower prices and PE deratings that have been experienced by some of the highest quality names in the market. Watch here.
by Roger Montgomery Posted in On the Internet, TV Appearances.
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Ride the wave: Investors warned not to panic after sharemarket correction
Roger Montgomery
February 4, 2022
Rod Myer published an article in The New Daily discussing why superannuation members re being advised to hold their nerve after mounting inflation fears rattled share markets in January. Rod mentions Roger’s view that volatility can be seen as an opportunity. Read here.
by Roger Montgomery Posted in On the Internet.
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MEDIA
Why NOW is the time to buy ASX shares: expert
Roger Montgomery
February 4, 2022
Tony Yoo published an article in The Motley Fool discussing the recent market dip and whether now is the right time to buy. Tony draws on Roger’s thoughts on why investors should take advantage in this situation. Read here.
by Roger Montgomery Posted in On the Internet.
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MEDIA
The average superannuation fund lost $4,000 last month, but experts say ‘now is not the time to panic’
Roger Montgomery
February 2, 2022
Nassim Khadem published an article in ABC News questioning whether double digit returns for Australian super accounts will still be possible with the market sinking and interest rates expecting to rise. Nassim draws on Roger’s view that we will definitely have years in the future where investors enjoy double digit returns but maybe not in 2022. Read here.
by Roger Montgomery Posted in On the Internet.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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MEDIA
Will 2022 be the year for quality companies?
Roger Montgomery
February 2, 2022
In this article for Firstlinks Roger discusses why he believes 2022 will reinforce the idea that the performance of equities, especially growth equities, innovative companies, and those with pricing power, during periods when deflation (consecutive years of lower rates inflation) coincides with economic growth has been consistently strong. Read here.
by Roger Montgomery Posted in On the Internet.
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Fast Five by Fear and Greed
Roger Montgomery
January 22, 2022
Roger joined Sean Alylmer and Michael Thomson on the Fear and Greed podcast to discuss what to expect from the large cap stocks this year. Large caps are often household names – is that a good or bad thing? Many people assume the bigger companies are safer, but some of these larger companies have to make acquisitions in order to provide decent returns.
by Roger Montgomery Posted in On the Internet, Podcast Channel.
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Equity Gals: Roger’s views on markets, the metaverse and NFTs
Roger Montgomery
December 14, 2021
Roger joined Amie Baker and Giulia Colaci on Equity Gals to discuss market expectations, thoughts on inflation, the metaverse and NFTs. Roger also discusses the importance of finding good businesses that are creating value when investing.
by Roger Montgomery Posted in On the Internet, Podcast Channel.
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MEDIA
Inflation-scare headlines don’t tell the whole story
Roger Montgomery
December 8, 2021
Fergus Halliday published an article in nestegg discussing inflation and draws on Roger’s views that inflation is a structural feature of the modern Australian economy and it could be a distant memory 12 months from now. Read here.
by Roger Montgomery Posted in On the Internet.
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MEDIA
Headlines don’t tell the whole story on inflation
Roger Montgomery
December 8, 2021
Fergus Halliday published an article in Investor Daily discussing inflation and draws on Roger’s views that investors worried about rising inflation in the global economy shouldn’t forget about the potential upside. Read here.
by Roger Montgomery Posted in On the Internet.
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