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Lessons from the reporting season: be prepared for opportunities from volatility
Roger Montgomery
March 15, 2019
In this article for the Australian Roger identifies the key lessons that can be learnt from the February 2019 reporting season. There were two main themes which emerged – a group of smaller companies doing well overseas and a group that is only just entering a period of difficulty. Read here.
by Roger Montgomery Posted in In the Press.
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MEDIA
Trading Day Live Featuring Roger Montgomery: 8 March 2019
Roger Montgomery
March 11, 2019
Roger joined Ingrid Willinge on Your Money’s Trading Day Live to discuss Australia’s growth outlook. Is the RBA too aggressive with its GDP forecast? The weak data we see may force the RBA to revise their forecast and maybe even cut rates.
by Roger Montgomery Posted in TV Appearances.
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MEDIA
Money News 05.03.2019
Roger Montgomery
March 7, 2019
In this interview on Money News, Roger discussed the results from the recent earnings season. Those considered small caps, the ratio of companies downgrading their guidance for the next 12 months was 3:1 and for the top 100 companies twice as many are downgrading than upgrading. How will this play out for the general economy?
by Roger Montgomery Posted in Radio.
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MEDIA
Dividends, share buybacks boost earnings results
Roger Montgomery
March 5, 2019
Stephen Miles published an article in the Sydney Morning Herald which takes a look at the reporting season where many firms maintained their previous profit guidance. Stephen mentions Roger’s view that market sentiment had been so negative going into reporting season, the results were interpreted as being “not as weak as expected.” Read here.
by Roger Montgomery Posted in On the Internet.
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MEDIA
Ramsay plays down Brexit risks as British unit shows signs of recovery
Andreas Lundberg
March 1, 2019
Carrie LaFrenz published an article in the Australian Financial Review which discusses Ramsay Health Care and comments on Andreas’ view that Ramsay may not produce the growth they had previously and comments on their recent result. Read here.
by Andreas Lundberg Posted in On the Internet.
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The Netwealth Portfolio Construction Podcast featuring Roger Montgomery
Roger Montgomery
March 1, 2019
Roger joined Paul O’Connor the Head of Investment Management & Research for Netwealth on a podcast designed to shed some light on the investing landscape. In this episode they cover where we currently are in the economic cycle and potential opportunities for investors.
by Roger Montgomery Posted in Media Room.
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MEDIA
Money News 26.02.2019
Roger Montgomery
February 27, 2019
In this interview on Money News, Roger joined Ross Greenwood to discuss the recent market sentiment that the global economy is slowing. So why are the markets doing so well? With China now starting quantitative easing will we be rescued by resources, tourism, and foreign buyers of property?
by Roger Montgomery Posted in Radio.
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Australia – A Coming Financial Crisis?
Roger Montgomery
February 26, 2019
Alex Saunders from Nugget’s News published a video documentary delving into the systemic changes that have taken place in recent years in Australia’s economy, which might now put us at risk of an economic slowdown. This video interviews Roger on the economy.
by Roger Montgomery Posted in Editor's Pick, Talks.
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MEDIA
Sunshine breaks through clouds
Roger Montgomery
February 25, 2019
In this article for the Australian Roger identifies why the recent rally is so hard to justify and investors should expect more volatility. A terrible drought, retreating house prices, evaporating consumer confidence, a wobbling Chinese economy, consecutive downgrades to global growth by the IMF, decelerating domestic economic growth and a slower pace of US corporate earnings growth all suggest higher share price multiples are difficult to justify. Read here.
by Roger Montgomery Posted in In the Press.
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MEDIA
Welcome to the Great Australian Deleveraging
Roger Montgomery
February 22, 2019
Record levels of debt accompanied by declining asset prices means we have entered a deleveraging phase putting other spending on the backburner. In this article for Cuffelinks Roger identifies the reason behind this. Read here.
by Roger Montgomery Posted in Editor's Pick, On the Internet.
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