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Mad multiples infect Aussie market too — but for how long?
Roger Montgomery
May 30, 2019
In this article for the Herald Sun Roger discusses how both profitable and profitless companies have reached extraordinary multiples. When will these companies return to earth in terms of their multiples? Read here.
by Roger Montgomery Posted in In the Press.
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Money News 28.05.2019
Roger Montgomery
May 30, 2019
In this interview on Money News, Roger discusses the difference a week has made. Since the Federal Election, property clearance rates have gone from 44 per cent to 69 per cent. Will the government be able to offset a deteriorating construction sector, or is the enthusiasm premature?
by Roger Montgomery Posted in Editor's Pick, Radio.
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Goods times are over
Roger Montgomery
May 22, 2019
In this article for Money Magazine Roger discusses how a slump in building activity will hit the sales of items such as couches and carpets, taking a look at Adairs, Bacon Lighting and Temple & Webster. Read here.
by Roger Montgomery Posted in In the Press.
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Money News 21.05.2019
Roger Montgomery
May 22, 2019
In this interview on Money News, Roger discusses the impact the Federal Election had on markets. Following the surprise result we have seen a rally in the banks. Is this due to the fear of losing franking credits under a Labor government prior to the result?
by Roger Montgomery Posted in Radio.
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Westpac customers braced for Apple Pay
Stuart Jackson
May 22, 2019
Lucas Baird published an article in the Australian Financial Review which discusses why Westpac is the only big four bank without Apple Pay functionality. Lucas draws on Stuart’s view that the resistance was probably linked to the fees Apple charges the banks. Read here.
by Stuart Jackson Posted in On the Internet.
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Money News 14.05.2019
Roger Montgomery
May 15, 2019
In this interview on Money News, Roger discusses the recent downgrades for companies leveraged to the housing market. For those companies doing well, success is more than reflected in their share prices – leaving very little for value investors. Although which companies should you keep an eye on?
by Roger Montgomery Posted in Radio.
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Trading Day Live Featuring Roger Montgomery: 09 May 2019
Roger Montgomery
May 10, 2019
Roger appeared on Your Money’s Trading Day Live to discuss whether a housing crash is ensured without any action? An increase in unemployment in the construction sector will also have an impact on the retail sector and consumer finance businesses.
by Roger Montgomery Posted in TV Appearances.
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ABC NIGHTLIFE: WHERE TO PUT YOUR INVESTMENT DOLLAR
Roger Montgomery
May 9, 2019
In this radio program with Philip Clark, Roger discusses the current state of the Australian economy. Interest rates were left on hold by the RBA, and we could soon see a big drop in construction activity – which will cause higher unemployment rates and less discretionary spending. Looking globally, there are signs of a bubble in tech stocks, and the phenomenon of companies like Uber which have sucked up billions of dollars of investment money without turning a profit. Listen here.
by Roger Montgomery Posted in Radio.
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Bulls and bears: Healius still has a long way to go
Tim Kelley
May 8, 2019
Carrie LaFrenz published an article in the Australian Financial Review discussing one of the more divisive stocks in the market, Healius. Carrie draws on Tim’s view. Read here.
by Tim Kelley Posted in On the Internet.
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It’s unlikely Uber has a long-term future
Roger Montgomery
May 8, 2019
In this article for Cuffelinks Roger discusses the hottest IPO of 2019, Uber. When Uber’s private equity owners and other shareholders hinted they were ready to float in late 2018, a valuation of up to US$120 billion was quickly adopted following investment banker indications. Although is its future really that bright? Read here.
by Roger Montgomery Posted in On the Internet.
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