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Money News 06.08.2019
Roger Montgomery
August 7, 2019
In this interview on Money News Roger joined Ross Greenwood to discuss the market meltdown caused by China de valuing their currency. Another topic of discussion is earnings season. Will we see a lot of companies with poor outlook statements?
by Roger Montgomery Posted in Radio.
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The economics of enough
Roger Montgomery
August 5, 2019
Roger joined Patrick Poke on Livewire’s podcast The Rules of Investing to discuss what “quality” really means to him, some lessons on late cycle investing from Buffett himself, and two outwardly-similar companies with very different long term prospects.
by Roger Montgomery Posted in Podcast Channel.
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What’s next for Telstra?
Tim Kelley
August 1, 2019
This time last year we shared our investment thesis on Telstra and highlighted three sources of potential upside which we thought the market had not priced into the shares. In this article for Livewire Tim shares his views on why we continue to see opportunities for Telstra to improve its earnings in the medium term. Although how much is now factored into the higher share price? Read here.
by Tim Kelley Posted in On the Internet.
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Money News 30.07.2019
Roger Montgomery
July 31, 2019
In this interview on Money News Roger joins Ross Greenwood to discuss current market conditions. With interest rates declining and stocks at all-time highs, is it time to be cautious?
by Roger Montgomery Posted in Radio.
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Where is the market heading?
Roger Montgomery
July 31, 2019
In this interview for Switzer TV, Roger joins Peter Switzer to discuss exactly where the market is at right now. Low interest rates are pushing equities higher creating a challenge for value investors. Although, if we take a look overseas, there are a lot more opportunities.
by Roger Montgomery Posted in Editor's Pick, TV Appearances.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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MEDIA
Banking cop zeros in on gratuitous bank boss bonuses
Roger Montgomery
July 25, 2019
In this radio interview I joined Linda Mottram at the ABC to discuss APRA’s recent announcement to crack down and propose a range of measures for Bank executives to do the right thing, even by potentially taking back previous bonuses. Listen here.
by Roger Montgomery Posted in Radio.
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Money News 23.07.2019
David Buckland
July 24, 2019
In this interview on Money News, David Buckland joined John Stanley to discuss the evolving media and advertising landscape. Google, Facebook, Alibaba and Tencent have a collective market cap of US $2.2 trillion, which is 50 per cent larger than the top 300 stocks in Australia. Where are the opportunities in digital platforms?
by David Buckland Posted in Radio.
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Cash in on ridiculous prices
Roger Montgomery
July 18, 2019
In this article for Money Magazine Roger discusses how the search for the highest returns in Australian equities has been concentrated in a small group of companies now known as WAAAX stocks. These companies are expected to earn just $162 million in the 2019 financial year from $1.9 billion in revenue but Afterpay and Xero don’t make any money at all. Here’s my thoughts on them. Read here.
by Roger Montgomery Posted in In the Press.
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Money News 16.07.2019
David Buckland
July 17, 2019
In this interview on Money News, David Buckland joined John Stanley to discuss China’s economy and how the African Swine Fever epidemic, affecting China’s 25 provinces, could benefit Australian exports of beef and lamb.
by David Buckland Posted in Radio.
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Money News 09.07.2019
Roger Montgomery
July 10, 2019
In this interview on Money News, Roger and Ross talk tax cuts. Treasurer Josh Frydenberg is hoping the newly-passed tax cuts will give the economy the shot in the arm it sorely needs. Will confidence return to the economy as the tax cuts stimulate economic activity?
by Roger Montgomery Posted in Radio.
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