Media Room

In this article for Cuffelinks Roger discusses the 25 tech companies that have IPO’d  in the US this year, raising US$19 billion. Prices for many listed and unlisted companies have reached insane levels. This will end badly, but when? Read here.

by Roger Montgomery Posted in On the Internet.

• READ ONLINE
• save this article
• POSTED IN On the Internet

In this article for Money Magazine Roger takes a look at companies that offer investors the chance to profit from strong business growth and a group of companies that are exposed to the booming demand for software and data. Read here. 

by Roger Montgomery Posted in In the Press.

• save this article
• POSTED IN In the Press

In this article for the Australian Roger discusses one company with heavy exposure to the property boom — and now the bust, Bingo Industries.  Should caution be applied to the company’s recent share price enthusiasm? Read here.

by Roger Montgomery Posted in In the Press.

• save this article
• POSTED IN In the Press

Mark Story published an article in The New Daily which discusses some tricks when picking stocks. Mark draws on Roger’s view on the importance of return on equity.  Read here.

by Roger Montgomery Posted in On the Internet.

• READ ONLINE
• save this article
• POSTED IN On the Internet

In this article for the Herald Sun Roger provides an update on the housing market and the impact on retail. Housing approvals have collapsed roughly 40 per cent from a peak annual run rate of 280,000 dwellings Australia- wide. How much will this impact the retail sector? Read here.

by Roger Montgomery Posted in In the Press.

• save this article
• POSTED IN In the Press

Veronica Morgan & Chris Bates host the The Elephant In The Room Property Podcast with Roger joining to discuss how to apply the principles of value investing to the property market. Listen here. (60 minutes)

Here’s a snapshot of what you’ll learn from listening:

• How to identify the 3 phases to a boom in the market.

• Why a focus on the calibre of any asset is so important.

• How to apply the principles of value investing to a property purchase.

• What happens to prices when population growth in Australia is underestimated.

• Why access to credit & interest rates are the ultimate driver of asset price.

• When you know what something is worth, you know when you are paying too much!

• What is the impact on property prices with a slow down in construction?

by Roger Montgomery Posted in Podcast Channel, Radio.

• save this article
• POSTED IN Podcast Channel, Radio

In this radio program with Philip Clark, Roger discusses how pain in the property market weaves its way through other parts of the economy. The residential construction sector is one of the biggest employers in the country. What impact will the drop off in home approvals and construction have on jobs in that sector?  Listen here. (50 minutes)

by Roger Montgomery Posted in Radio.

• LISTEN
• save this article
• POSTED IN Radio

In this interview on Money News, Roger and Ross explain the yield curve. An inverted yield curve occurs when short-term interest rates exceed long-term rates. With much of the world experiencing an inverted yield curve, is this a bellwether for an economic recession?

by Roger Montgomery Posted in Radio.

• LISTEN
• save this article
• POSTED IN Radio

In this interview on Money News, Roger and Ross discuss the Australian sharemarket being close to a 12-year high, responding to lower interest rates and a hope that earnings growth is on the horizon. Is Wesfarmers set-up to generate shareholder returns?

by Roger Montgomery Posted in Radio.

• LISTEN
• 2 Comments
• save this article
• POSTED IN Radio

Roger joined Alex Saunders to discuss the broader outlook for the Australian economy. In this 30-minute interview, they take a look at current debt levels, the state of the housing market, banks, lending and the implications of global conditions. Where is the economy headed?

by Roger Montgomery Posted in Editor's Pick, TV Appearances.

• save this article
• POSTED IN Editor's Pick, TV Appearances