Media Room
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Why Roger Montgomery thinks the time is right to jump in
Roger Montgomery
June 24, 2022
Ishan Dan published an article in Inside Investor discussing whether or not now is a good time to invest. Ishan draws on Roger’s view that investors have a far better chance of making attractive returns by buying quality stocks. On condition that these businesses grow their earnings. Stock market falls may just be the rational price investors in equities and managed funds have been waiting for. Read here.
by Roger Montgomery Posted in On the Internet.
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‘Double whammy’: Super funds are set for their worst year since the GFC
Roger Montgomery
June 21, 2022
Clancy Yeates published an article in the Sydney Morning Herald to discuss why the typical super fund will fall by 5% so far this financial year. Australia’s sharemarket had been a relatively strong performer in the early part of this year, but since the start of June it has tumbled about 10%. Read here.
by Roger Montgomery Posted in On the Internet.
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Buy now, pay later companies on the brink as bad debts and interest rates rise
Roger Montgomery
June 21, 2022
In this article for the ABC Rhiana Whitson discusses the buy now, pay later stocks such as Afterpay and Zip which have tumbled in response to the many problems the sector is facing. A perfect storm of rising interest rates, bad debts, a crowded marketplace and looming regulation has critics saying the glory days are over for the sector. Read here.
by Roger Montgomery Posted in On the Internet.
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My shares have plunged 40% but I’m buying like there’s no tomorrow: fundie
Roger Montgomery
June 9, 2022
Tony Yoo published an article in The Motley Fool questioning whether now is the time to buy or is there more pain to come for investors? Tony draws on Roger’s thoughts which you can read here.
by Roger Montgomery Posted in On the Internet.
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How much will rising inflation hit company valuations?
Roger Montgomery
June 8, 2022
In this article for Firstlinks Roger discusses how history provides a reasonable guide as to what to expect for equities after a recession and amid rising bond yields. Bond interest rates have an impact on the price of all long-duration assets. Typically, the early stage of rising bond yields reflects optimism about accelerating economic growth and improving business conditions. This is a positive for equity markets generally. Read here.
by Roger Montgomery Posted in On the Internet.
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WHITEPAPER
ARE WE THERE YET? WHAT TO DO WHEN THE BOTTOM OF THE MARKET IS UNKNOWN
Roger Montgomery’s latest whitepaper is now available. It explores the challenges of investing when no one knows whether equity markets have reached the bottom of the latest volatility cycle. The paper offers a framework to help you navigate today’s market and invest in quality, profitable companies with growth potential.
READ HERE -
Equity mates: when the market busts, load up
Roger Montgomery
June 7, 2022
Roger joined Alec Renehan and Bryce Leske on the Equity Mates Investing Podcast to discuss what is driving the sell off in share markets across the world. The enormous compression of price-to-earnings (P/E) ratios generally occurs when interest rises, why is this correlated and they discuss high quality companies for your watchlist.
by Roger Montgomery Posted in Podcast Channel.
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Buy Hold Sell: 5 Aussie small caps to weather the storm
Gary Rollo
June 3, 2022
Gary Rollo joined James Marlay and Josh Clark on Livewire’s Buy Hold Sell to discuss the small caps that could offer exciting upside while remaining resilient through market cycles. The S&P/ASX Small Ordinaries is down nearly 16 per cent year to date, while the ASX200 is only down 3.6 per cent. Here are the small caps to watch.
by Gary Rollo Posted in On the Internet, TV Appearances.
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ABC Nightlife: Should investors think of running to the hills?
Roger Montgomery
June 1, 2022
Roger joined Philip Clark on ABC Nightlife to discuss whether an economic recession is on the cards. We can say that the COVID crisis created a once-in-a-generation economic crisis, which justified constant use of vast money printing and borrowing to get through it, but in truth we’ve had three major economic upsets in the space of 13 years. There’s no guarantee that we will fall into recession, coming out of the pandemic, but there’s certainly no guarantee we won’t either. Listen here.
by Roger Montgomery Posted in Radio.
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Buy hold sell: The small-cap sectors to avoid (and where to invest)
Gary Rollo
May 31, 2022
Gary Rollo joined James Marlay and Josh Clark on Livewire’s Buy Hold Sell to discuss why when volatility is up, small caps invariably experience a fall. You can still remain invested in the market with high conviction buys and Gary covers the sectors worth attention and tactics for investors to take advantage of the sell-off.
by Gary Rollo Posted in On the Internet, TV Appearances.
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2 ASX shares experts think have sold off too much
Gary Rollo
May 30, 2022
Tony Yoo published an article in the Motley Fool to discuss two stocks that have seen their value plummet even though the underlying businesses have not changed and draws on Gary’s view that Symbio Holdings has been unjustly sold off. Read here.
by Gary Rollo Posted in On the Internet.
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