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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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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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