Media Room

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

Roger joined Peter Switzer and Rhett Kessler on Switzer TV to discuss whether we will see another sell-off in the market. Any further volatility would be associated with more clarity around the economic impacts and how companies will emerge post pandemic. Roger also briefly discussed how our funds are positioned and which companies we believe have long term tailwinds and are leveraged to a recovery. You can hear Roger’s thoughts from the 10:20 mark.

by Roger Montgomery Posted in TV Appearances.

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

Gary Rollo joined the EL&C Baillieu podcast to discuss what opportunities cloud computing holds. Cloud computing is a global megatrend that is being led by technology giants Microsoft, Amazon and Google in a market that is growing at 30 per cent per annum. But what does this mean for Australian companies? Gary identifies some of the key companies that play to the cloud theme including NEXTDC, Megaport and Bigtincan. Listen to the interview here.

by Gary Rollo Posted in Podcast Channel.

• save this article
• POSTED IN Podcast Channel

Roger joined Kylie Purcell to discuss the market crash at the beginning of the year, and why by April markets had rebounded on the expectation for a V shaped recovery. The expectation for a V-Shaped economic recovery seems irrational. The question now is how long governments and central banks can continue to prop up companies and employees that aren’t getting any business.

Please click here for the full interview. 

by Roger Montgomery Posted in On the Internet.

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

Roger joined Kylie Purcell on Pocket Money to discuss the volatile year we have seen so far for markets. Markets were expensive before COVID-19 and companies were at record PE ratios even though earnings estimates were declining. So where is the market going and what should new investors be looking for? Listen to the interview to find out.

by Roger Montgomery Posted in Podcast Channel.

• save this article
• POSTED IN Podcast Channel

Roger joined Michael McLaren on 2GB Overnight to discuss current market conditions. On Thursday the ASX came off strong, but that was off the back of seven straight days of gains, creating one of the quickest bull market recoveries in the history of the ASX.

by Roger Montgomery Posted in Radio.

• LISTEN
• save this article
• POSTED IN Radio

In this episode of ABC Nightlife Roger discusses why the stock market is powering ahead even though Australian should be in a recession. Listen to the interview for some of the reasons behind the optimism here.

by Roger Montgomery Posted in Radio.

• LISTEN
• save this article
• POSTED IN Radio

In this article for the Herald Sun Roger discusses the two camps when it comes to stock markets – the buyers and sellers and they typically have divergent views about the future. In the first camp are investors who believe economic activity, revenues and profits will recover easily and quickly. On the other hand are those who believe the recovery will be slow and halting. Which camp are you in? Read here.

by Roger Montgomery Posted in In the Press.

• save this article
• POSTED IN In the Press