Media Room

Data centres have quickly become essential infrastructure in Australia and around the world. To explain data centres and their business model, I’m joined by David Tudehope, Chief Executive Officer from Macquarie Telecom. continue…

by Roger Montgomery Posted in Editor's Pick, Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights.

• watch video
• save this article
• POSTED IN Editor's Pick, Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights

Rachel Pupazzoni published an article in ABC News discussing the tech-bubble we are currently seeing. When Microsoft delivered the software company’s third quarter results in April this year, they commented on seeing two years’ worth of digital transformation in two months, thanks to the global pandemic. This rapid growth is emblematic of what has been happening in the broader technology space. Could history repeat with a pop in this sector? Read here.

by Roger Montgomery Posted in On the Internet.

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

Roger joined 2GB to discuss the current position Australia is in, are we setting ourselves up for more pain? The Australian government has rolled out a raft of stimulus measures in the wake of the coronavirus crisis with the subsidies Jobkeeper and Jobseeker, although what will happen when these subsidies end?

by Roger Montgomery Posted in Radio.

• LISTEN
• save this article
• POSTED IN Radio

In this video for Livewire Roger joined Ben Clark and Vishal Teckchandani on Livewire’s Buy Hold and Sell  talking stocks in the domestic and international markets offering the best growth opportunities at a reasonable price. Where can investors find growth at a reasonable price? In this interview we talk Tyro Payments, Altium, Ramsay Health Care and two international companies presenting long-term growth prospects.

continue…

by Roger Montgomery Posted in On the Internet.

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

Founded 27 years ago, Macquarie Telecom (ASX:MAQ) is an Australian data centre, cloud, cyber security and telecom company for mid to large business and government customers. Gary recently spoke with Chief Executive Officer, David Tudehope to discuss business and the investments the company’s making to extend its growth horizon. continue…

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

• watch video
• 3 Comments
• save this article
• POSTED IN Companies, Editor's Pick, Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights

In this video for Livewire Roger joined Ben Clark and Vishal Teckchandani on Livewire’s Buy Hold and Sell  to discuss the question “Is it time to load up on growth stocks?” Technology stocks globally are up 20 per cent since February. Industrial names are down over 20 per cent over the same period. Is it time for investors to rewire their thinking and go for growth? In this conversation we share our approach to growth investing as well as seven stock ideas offering growth at a reasonable price.

continue…

by Roger Montgomery Posted in On the Internet.

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

In this video for Livewire Roger joined Ben Clark and Vishal Teckchandani on Livewire’s Buy Hold and Sell  to discuss the six most Googled stocks.  Google processes 5.8 billion searches per day. So we had to ask, what are the most googled ASX stocks and would you own them? Hear if Roger would own these companies in this interview.

continue…

by Roger Montgomery Posted in On the Internet.

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

Roger joined Josh Gilbert on the Yahoo Finance Breakfast Club to discuss how to invest in the US and what you need to be aware of.  If you want to get rich, buy and sell. If you want to get wealthy, buy and hold, provided you own really outstanding businesses. Watch our discussion for my view on three high quality companies with long growth runways. Watch here.

by Roger Montgomery Posted in On the Internet.

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

Nick Sundich published an article in Stockhead which discusses the assistance Jobkeeper is having on Australian companies. Eighty-four per cent of small business owners reported the scheme allowed them to stay afloat. Nick comments on Roger’s concern that households and businesses will not be able to start paying their debt once the stimulus packages go away. Read here. 

by Roger Montgomery Posted in On the Internet.

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

In this article for the Herald Sun Roger discusses the current market status. Whether the current economic disaster can be repaired through the printing of money remains a multitrillion-dollar question. The same goes for whether it leads to inflation, or possibly hyperinflation after excess productive capacity is soaked up. Our most recent analysis suggests market prices are broadly at their most extreme valuations since The Montgomery Fund’s inception, but we have added to our holdings. Read here.

by Roger Montgomery Posted in In the Press.

• save this article
• POSTED IN In the Press