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10 of the ASX’s best management teams
Roger Montgomery
October 19, 2021
In this episode of Livewire’s Buy Hold Sell Roger joined James Marlay and Simon Conn to discuss the best management teams across the ASX. They discuss companies across financials, energy and resources, retail, technology and healthcare and discuss why a management team that backs itself with the right incentives is important when looking for companies to invest in.
by Roger Montgomery Posted in Editor's Pick, On the Internet, TV Appearances.
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Buy Hold Sell: 5 stocks in an upgrade cycle
Roger Montgomery
October 15, 2021
In this Buy Hold Sell episode on LiveWire I joined James Marlay and Simon Conn to discuss five stocks upgrading their earnings. Over the past 18 months, despite the seemingly endless lockdowns, some companies fought back with earnings surprisingly upbeat.
by Roger Montgomery Posted in Editor's Pick, On the Internet.
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Is now the right time to invest in sharemarkets?
Roger Montgomery
October 7, 2021
Ishan Dan published an article in The Inside Investor discussing Roger’s view on whether now is a good time to enter the market. You can read Roger’s three reasons on why he is bullish on the market here.
by Roger Montgomery Posted in On the Internet.
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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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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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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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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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