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Avita on Mad Money
Roger Montgomery
December 5, 2019
Sometimes value is visible in plain sight. Avita Medical’s (ASX: AVH) RECELL technology solution for burns patients represents the commercialisation of the invention of West Australian, Fiona Wood. continue…
by Roger Montgomery Posted in On the Internet.
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Money News 04.12.2019
Roger Montgomery
December 5, 2019
Roger Montgomery joined Ross Greenwood on Money News to discuss why unconventional monetary policy options haven’t really worked to stimulate the economy. Should we have had a recession instead?
by Roger Montgomery Posted in Radio.
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ABC Nightlife – stock markets fall
Roger Montgomery
December 4, 2019
In this radio program with Philip Clark, Roger discusses market outlooks following the dismal day on Tuesday, with the Australian share marketing dropping more than 2 per cent and every company in the top 50 declining. Listen here.
by Roger Montgomery Posted in Radio.
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Seven Questions with Roger Montgomery
Roger Montgomery
November 29, 2019
William McInnes published an article in the Australian Financial Review – a quick seven question interview. Find Roger’s view on how a growth investor copes with a rotation into value and much more. Read here.
by Roger Montgomery Posted in On the Internet.
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Money News 26.11.2019
Roger Montgomery
November 28, 2019
Roger Montgomery joined Ross Greenwood on Money News to discuss the looming trouble for Australia’s big four banks. There will be a lot of remediation costs, lower return on equity and potentially a credit event and a lot of defaults. So where and how do we find better opportunities?
by Roger Montgomery Posted in Radio.
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Digging for value in a high-tech mining company
Gary Rollo
November 28, 2019
When it comes to investing in small caps, Australian investors are spoiled for choice with around 2,000 small caps listed on the ASX. For us at Montgomery, there are realistically around 400 small caps that meets our investment criteria. Out of those, we invest in 30 to 50 stocks at any one time. In the Montgomery Small Caps Management Video Series, I talk with companies we own in the fund to help investors get under the hood of the small and emerging companies we invest in. continue…
by Gary Rollo Posted in Editor's Pick, Montgomery Small Caps Management Video Series, Video Insights.
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Money News 19.11.2019
Roger Montgomery
November 21, 2019
Roger Montgomery joined Ross Greenwood on Money News to dissect the retail sector. The worse economic figures look, the better the stock market. How does this work? Consumer discretionary stocks are up 29 per cent calendar year to date, but retail conditions are particularly tough.
by Roger Montgomery Posted in Radio.
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One cycle underway and two more getting started
Gary Rollo
November 19, 2019
In this video for Livewire Gary outlines two cycles that he believes are about to take a turn for the better and shares one of the ways he is investing to gain exposure. Watch here.
by Gary Rollo Posted in On the Internet.
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Cloud will create generational shift of wealth
Gary Rollo
November 12, 2019
In this video for Livewire Gary discusses whether we will see a rush of IPOs over the next decade as Aussie companies create wealth by doing things better, smarter and more efficiently than our existing giants. The new firms will be harnessing a technological advantage and exploiting opportunities. Watch here.
by Gary Rollo Posted in On the Internet.
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In the studio with Julia Lee and Roger Montgomery
Roger Montgomery
November 12, 2019
In this interview for ABC The Business, Roger joined Julia Lee to discuss the market outlook and whether markets reflect current economic conditions. We think volatility will pick up in the next 12 months, which is something to be considerate of. Listen here.
by Roger Montgomery Posted in TV Appearances.
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