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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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Roger joined Philip Muscatello on Shares for Beginners Weekend Watchlist to discuss Macquarie Telecom (ASX:MAQ) which is part of a global megatrend – data centres and the cloud. Global research and advisory firm Gartner estimates in 2022 there will be an estimated $1.3 trillion in IT spend that will be affected by the shift to the cloud and this figure is expected to grow in the low double digits for years to come. continue…

by Roger Montgomery Posted in Companies, Editor's Pick, Podcast Channel, Stocks We Like.

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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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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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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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Roger joined Sean Aylmer on the Fear and Greed Podcast to discuss the prospects for the discretionary retail sector. With international and domestic travel off the table for Australians, people are looking for other ways to spend their money. This has resulted in a boost for retailers like JB Hi-Fi, Harvey Norman, Temple & Webster and Kogan. Although what happens when this spending slows down?

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

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Roger joined Alicia Barry on The Business to discuss why there is so much M&A actvitiy at the moment. The $39 billion takeover of Afterpay by US giant Square highlights the amount of cash in the market. Watch here.

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

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Gary Rollo joined Chris Judd on Talk Ya Book to discuss a microcap pick in the telco and e-sports space, Pentanet (ASX: 5GG). Pentanet is a Perth based high-speed internet provider although our investment thesis is based on their volume growth opportunity in cloud gaming.

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by Gary Rollo Posted in Companies, Editor's Pick, Montgomery Small Caps Management Video Series, Stocks We Like.

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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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Roger Montgomery joined James Kirby in this episode of The Australian’s Money Cafe to discuss how to find value on the ASX, whether the capital city property market is expensive or relative, and a share market ‘pick’ ready to reward for years to come.

by Roger Montgomery Posted in Podcast Channel.

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