Media Room

Sean Sequeira from Australian Eagle joined Livewire to discuss whether we are seeing a turning point for consumer discretionary stocks. Sean points out that a deceleration of revenue lines is something to watch and the ongoing demand for travel services is a standout – as confirmed by recent updates from Flight Centre and Webjet. Read here: Why stocks in this sector are near an inflection point

by Sean Sequeira Posted in On the Internet.

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

I joined Ausbiz to share my view on generative AI’s transformative potential and investment landscape, giving particular attention to Nvidia’s (NVDA) recent success. New technologies that transform life typically lead to bubbles; however, these new technologies will change the world. Watch the interview: AI stocks: have you missed the buying boom?

by Roger Montgomery Posted in On the Internet, TV Appearances.

• READ ONLINE
• save this article
• POSTED IN On the Internet, TV Appearances

I joined ABC’s The Business to discuss Buy Now Pay Later (BNPL) businesses including AfterPay and Zip. We always thought these companies were mediocre – they were over-valued, with unsustainable growth and increasing competition.

Way back in 2018 I warned investors about the BNPL space and continued to do so in 2019, and 2020, questioning how long the euphoria would last. Fast forward to today, BNPL providers are facing a raft of new regulations. Is their future now even more concerning?

continue…

by Roger Montgomery Posted in Editor's Pick, TV Appearances.

• save this article
• POSTED IN Editor's Pick, TV Appearances

I joined Ausbiz to discuss what sectors are worth investigating if the U.S. Federal Reserve cuts interest rates this year. While interest rate cuts could matter in the short term, they ultimately won’t impact the returns of active investors who invest in quality growth businesses. Watch the interview: Why technology and small caps could rally strongly

by Roger Montgomery Posted in TV Appearances.

• save this article
• POSTED IN TV Appearances

I joined Gemma Dale on nabtrade’s Your Wealth podcast to discuss the importance of growth and where to find it, income and the dangers of chasing yield, and provides an explanation for why the outlook might be brighter than many commentators assume. I also talk about the growing asset class that is private credit so keep the Aura High Yield SME Fund and the Aura Core Income Fund in mind after seeking personal professional advice.

continue…

by Roger Montgomery Posted in Investing Education, Podcast Channel.

• save this article
• POSTED IN Investing Education, Podcast Channel

I joined Ausbiz to discuss whether or not we need to see a tougher stance from the Reserve Bank of Australia (RBA) in terms of interest rate rises. Is inflation going to get back down to the 2-3 per cent target band? Watch the interview: Does the RBA need to shock the consumer?

by Roger Montgomery Posted in TV Appearances.

• 1 Comments
• save this article
• POSTED IN TV Appearances

I joined Sean Aylmer on The Fear and Greed Podcast to discuss dividends. A lot of investors love getting dividends. But are you looking at this the wrong way? Businesses that have attractive dividend yields may not have much money left to reinvest in the business.

by Roger Montgomery Posted in Editor's Pick, Podcast Channel.

• save this article
• POSTED IN Editor's Pick, Podcast Channel

Roger joined James Kirby on The Australian’s Money Cafe podcast to discuss a green light for small caps, the dangers of ‘over contributing’ to super, why the ASX is reasonable value just now and whether we should worry about US banks. 

by Roger Montgomery Posted in On the Internet, Podcast Channel.

• READ ONLINE
• save this article
• POSTED IN On the Internet, Podcast Channel

In this interview with Ausbiz Roger discusses two companies we believe have bright prospects ahead including Transurban (ASX:TCL) and Alliance Aviation services (ASX:AQZ). Roger emphasizes Transurban’s ability to secure substantial debt at very low rates, with 96.8 per cent of its debt book having interest hedging in place. Watch the interview: Why Roger’s bullish on Transurban

by Roger Montgomery Posted in TV Appearances.

• save this article
• POSTED IN TV Appearances

Millie Murio published an article in The Sydney Morning Herald discussing the current drought in initial public offerings (IPOs) over the past few months. Millie draws on Roger’s view and how this is impacting investors. Read the article: How an IPO drought and consolidation are hitting retail investors

by Roger Montgomery Posted in On the Internet.

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