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Gary Rollo joined Chris Stott and Matthew Kidman on Livewire’s Buy Hold Sell to discuss companies developing products for the needs of a large population. Three small caps with exposure to this thematic include City Chic Collective, Megaport and EML Payments. Are they all buys?

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by Gary Rollo Posted in On the Internet.

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In this article for Livewire James Marlay published a piece on PointsBet which discusses its appeal and Gary’s thoughts on the company.  Getting your head around the appeal of Poinstbet is simple; there is a massive total addressable market that is opening up in the US as online sports gambling gets legalised across the fifty states. Read here.

by Gary Rollo Posted in On the Internet.

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Roger joined Jas on Spark Your Fire Podcast to discuss the impact of current market conditions. Retirees have gone from low income on cash to deteriorating income in shares, but with more risk. And what companies could benefit if we see a vaccine developed? Listen here.

by Roger Montgomery Posted in Podcast Channel.

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In this article for the Herald Sun Roger discusses the fact that more than half a year has passed since the coronavirus emerged and many of the world’s most populous countries are failing at their attempts to flatten their curves. The pandemic appears far from over which means equity investors who have enjoyed multi-year returns in just a few months would be wise to reconsider their exposure to growth assets. Read here.

by Roger Montgomery Posted in In the Press.

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In this article for the Herald Sun Roger discusses the decision from Qantas to cut 6000 staff and a further 15,000 people will remain stood down and 100 aircraft would be grounded for 12 months. Read here.

by Roger Montgomery Posted in In the Press.

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Roger joined Ross Greenwood on The Money Minutes for a run through of the first week of the Australian reporting season. So far, results don’t look too bad although the fear is these results are still looking in the rear-view mirror. Many companies have been unwilling to provide guidance for the next 12 months, so how should investors think about the longer-term prospects for businesses?

by Roger Montgomery Posted in Radio.

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David Taylor published an article in ABC News discussing how thousands of Australian households are facing another reduction on their incomes – those who rely on dividend payments. If you owned 1,000 CBA shares your payment would fall from $2,000 to $980. Read here.

by Roger Montgomery Posted in On the Internet.

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Roger joined David Taylor and Linda Mottram on PM, ABC radio to discuss how companies slashing their dividends will impact retirees. Despite the Commonwealth Bank’s $9.6 billion profit, the bank has reduced its dividend and this comes along side a number of other companies. With retirees being forced to migrate out of term deposits and into higher risk asset classes for their income, how will they be able to sustain their retirement? Listen here. 

by Roger Montgomery Posted in Editor's Pick, Radio.

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How do you know when a business is worth more than its current price? In this article, Roger Montgomery deep-dives on finding high-quality shares in any market climate. Read here.

by Roger Montgomery Posted in On the Internet.

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Roger joined Ross Greenwood on The Money Minutes to discuss why value stocks have underperformed growth stocks and why there will be a reversion at some point. Looking to the reporting season, the disparity in earnings estimates are really wide meaning it will be full of surprises. Will this give investors the option to pick up some bargains?

by Roger Montgomery Posted in Editor's Pick, Radio.

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