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Ausbiz – Macquarie Technology (MAQ) a stock to watch
Roger Montgomery
March 22, 2024
In my recent interview with Ausbiz, I discussed the current favourable conditions for investing in smaller companies. Small caps have seen a commendable increase of about 4% this year, driven by a combination of disinflation and positive economic growth. This represents a pivotal shift in market dynamics, moving from fears of recession to a more optimistic view of a soft landing, which in turn boosts the attractiveness of innovative growth companies in the small-cap sector.
by Roger Montgomery Posted in Editor's Pick, Small Caps, TV Appearances.
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MEDIA
Ausbiz – Roger pops the market bubble myth
Roger Montgomery
March 8, 2024
In my recent interview with Ausbiz, I discussed the current state of the stock market and addressed the question of whether it is in a bubble. I noted that the typical euphoria seen in market bubbles is absent and highlighted that both the U.S. and Australian market gains, along with current initial public offering (IPO) trends, do not align with typical bubble indicators. continue…
by Roger Montgomery Posted in TV Appearances.
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MEDIA
Qantas hits turbulence with “accounting and strategic trickery” and an ageing fleet
Roger Montgomery
February 26, 2024
I joined Livewire to discuss the turbulent past six months faced by Qantas Airways (ASX:QAN), marked by controversies and a decline in consumer trust. Despite seemingly positive financial results, I share my concerns, casting doubt on the airline’s future profitability. I stress emphasis on the need for fleet upgrades and recommend reconsidering Qantas stock, citing its failure to keep pace with competitors. Read now: Qantas hits turbulence with “accounting and strategic trickery” and an ageing fleet
by Roger Montgomery Posted in Market commentary, On the Internet.
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MEDIA
ABC Nightlife – Forecasts for 2024 and reporting season updates
Roger Montgomery
February 21, 2024
In this week’s ABC Nightlife interview, I joined Phillip Clark to kick off the year and make some forecasts for 2024. We also discussed the latest news from this reporting season. You can listen to the full interview here: ABC Nightlife – Forecasts for 2024 and reporting season updates
by Roger Montgomery Posted in Radio.
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MEDIA
FEAR AND GREED: Small caps to watch this reporting season
Roger Montgomery
February 19, 2024
In this episode of Fear and Greed Podcast, Sean Aylmer and I delved into the current landscape of small cap stocks. Despite favourable economic conditions, I discussed the challenges they’ve faced in recent years and underscored the importance of identifying innovative growth companies with pricing power and expressed my optimism for their potential for a resurgence. We also explored specific sectors like retail, mining, and technology, highlighting both successful companies and industry trends during this reporting season. Additionally, I provided insights into the emergence of Bitcoin ETFs, urging caution amid the speculative and popularity-based nature of these investments. continue…
by Roger Montgomery Posted in Podcast Channel.
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MEDIA
Ausbiz – Why small cap stocks may hold the key to maximising returns
David Buckland
February 13, 2024
In my recent interview with Ausbiz, I shared insights on how small-cap stocks and private credit can be key avenues for maximising returns in today’s market landscape, offering the potential for attractive monthly returns. I discussed the advantages of decelerating inflation and touched upon the unique opportunities and risks associated with small-cap investments, spotlighting Aussie Broadband as an example of growth potential in industry-niche companies. Watch the full interview here: Why small cap stocks may hold the key to maximising returns continue…
by David Buckland Posted in TV Appearances.
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MEDIA
ABC The Business: What will reporting season tell us about the economy?
Roger Montgomery
February 9, 2024
This week, I joined ABC’s The Business to discuss the anticipated challenges and strategies for Corporate Australia during the upcoming reporting season. Focusing on the banking sector, I particularly highlight Commonwealth Bank, underscoring the escalated competition’s effect on net interest margins, especially in the context of an uptick in distressed sales. continue…
by Roger Montgomery Posted in On the Internet, TV Appearances.
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MEDIA
Ausbiz – Australia’s emerging $500 billion private credit opportunity
David Buckland
January 30, 2024
In my recent interview with Ausbiz, I discussed the opportunity for private credit, with the Reserve Bank of Australia identifying that it is a $500 billion opportunity. The brief loan durations and monthly pricing in the private credit sector offer investors flexibility and the potential for returns, ranging from 7.5 to 9.5 per cent annually. The attractiveness of this opportunity is further underscored by well-established track records, appealing yields, and robust security supporting the loans. Watch the full interview here: Australia’s emerging $500 billion private credit opportunity
by David Buckland Posted in TV Appearances.
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MEDIA
Ausbiz – Why you should invest in the uranium sector in 2024
David Buckland
January 12, 2024
In my recent interview with Ausbiz, I discussed the surging appeal of uranium given global decarbonisation efforts. Is there an investment opportunity here for 2024? Learn more on the shift in focus to the U.S. and Canada due to their stable uranium production, in a hope of reducing the dependency on Russia and other countries. Watch the full interview here: Why you should invest in the uranium sector in 2024
by David Buckland Posted in TV Appearances.
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MEDIA
ABC Nightlife – What can we expect from 2024?
Roger Montgomery
January 8, 2024
In this last week’s ABC Nightlife interview, my first for 2024 I joined Lisa Pelligrino to reflect on the economic conditions in 2023 and share my thoughts on what lies ahead for 2024. You can listen to the full interview here: ABC Nightlife – What can we expect from 2024?
by Roger Montgomery Posted in Radio.
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