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A structural growth stock the market is overlooking
Gary Rollo
November 11, 2019
In this video for Livewire Gary discusses the opportunities in small caps by sharing three categories being growth, cyclical and ‘stable compounders’ to narrow down the universe of potential investments. Watch here.
by Gary Rollo Posted in On the Internet.
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Reality check for housing rebound
Roger Montgomery
November 8, 2019
In this article for the Australian Roger provides an update on the housing market. It seems like the slump in approvals hasn’t ended just yet and the pipeline of residential building work is declining, which means less work ahead for builders and contractors. Read here.
by Roger Montgomery Posted in In the Press.
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Aviation under financial pressure: 737 grounding to cost Qantas tens of millions, analyst tells PM
Roger Montgomery
November 4, 2019
In this radio interview Roger Montgomery discusses why the Australian airline industry is under enormous financial pressure. Qantas has grounded three 737s after a safety audit this week found hairline cracks in the pickle fork structure. Listen here.
by Roger Montgomery Posted in Radio.
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ABC Nightlife – America’s most hated man
Roger Montgomery
November 1, 2019
In this radio program with Philip Clark, Roger discusses why WeWork’s co-founder is being called America’s most hated man and the lessons investors can learn from WeWork’s fall from grace. Listen here.
by Roger Montgomery Posted in Radio.
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Spark Your Fire – Property Vs Shares
Roger Montgomery
October 31, 2019
Roger joined Jas and David on Spark Your Fire Podcast to discuss how to identify value in property and equities, how to best structure your portfolio and a look at the current economic environment. Listen here.
by Roger Montgomery Posted in Podcast Channel.
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Money News 29.10.2019
Roger Montgomery
October 30, 2019
Roger Montgomery joined Ross Greenwood on Money News to take a closer look at the six Aussie floats that have failed in the past two weeks. They’ve all been valued at more than 150 million, so what has caused their failure?
by Roger Montgomery Posted in Editor's Pick, Radio.
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Money News 23.10.2019
Roger Montgomery
October 23, 2019
Roger Montgomery joined Ross Greenwood on Money News to discuss the WAAAX stocks. What’s implied in the price of these companies is that once they grow revenue and market share they will have the market to themselves. Although this isn’t the case, take a look at Uber for example – there are many competitors.
by Roger Montgomery Posted in Radio.
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It’s tough on the home front
Roger Montgomery
October 18, 2019
In this article for Money Magazine Roger takes a look at the conditions in residential building and three companies – Fletcher Building, Adelaide Brighton Cement and CSR. What’s their outlook? Read here.
by Roger Montgomery Posted in In the Press.
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Money News 16.10.2019
David Buckland
October 16, 2019
David Buckland joined Ross Greenwood on Money News to discuss current markets including how the housing decline is having a flow on impact on many areas. Another topic of discussion is the Latitude float, being pulled for the second time.
by David Buckland Posted in Radio.
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Avoiding a recession low rates won’t fix
Roger Montgomery
October 10, 2019
In this article for the Australian Roger identifies why low interest rates aren’t a suitable strategy to pull the economy out of its vicious cycle. What’s a better option? Read here.
by Roger Montgomery Posted in In the Press.
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