Media Room

In this article published in Money Magazine, Roger discusses how falling house prices and tighter lending take a toll on retail. Read here. 

by Roger Montgomery Posted in In the Press.

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In this article published in The Australian, Roger discusses the August 2018 reporting season. This year’s reporting season offered some useful insights, find out more here.

by Roger Montgomery Posted in In the Press.

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In this interview on Money News, Roger discusses a fundamental problem that Australia may not be ready for. The current high levels of debt could complicate monetary policy decisions. How cautious should you be?

by Roger Montgomery Posted in Editor's Pick, Radio.

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Peter Switzer published an article in Switzer Daily which discusses Telstra’s recent spike. Peter discusses Roger’s view and why he bought it when it fell below what he thought was its intrinsic value. Read here.

by Roger Montgomery Posted in On the Internet.

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In this interview on Money News, Roger discusses with Ross Greenwood CommSec’s statement that 93 per cent of companies who have reported to date, have reported a profit, which is good news for government tax collection. However, the news isn’t all rosy with land sales and renovations slowing. Despite consumer confidence, why are our department stores going backwards?

by Roger Montgomery Posted in Radio.

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Roger joined Ticky Fullerton on Sky Business to discuss emerging themes from the reporting season. Around 40 per cent of companies have reported in-line, 30 per cent below expectations and 30 per cent above. Although what’s more interesting are the emerging themes we can piece together.

by Roger Montgomery Posted in TV Appearances.

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In this article published in the Herald Sun, Roger discusses Kogan’s results. They were relatively strong with the company announcing revenue of $412.3 million, up 42.4 per cent. Read here.

by Roger Montgomery Posted in In the Press.

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In this radio program with Philip Clark, Roger discusses the emerging themes from reporting season. The biggest employer in Australia is healthcare, followed by retail and construction. What are the emerging themes that will impact workers in these sectors? Listen here.

by Roger Montgomery Posted in Radio.

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In this interview on Money News, Roger discusses the current reporting round’s latest company results. JB Hi-Fi’s fundamental problem is the consumer cycle turning. Challenger didn’t meet expectations resulting in a share price fall of 7 per cent yesterday. And how did the market react to the results from Dominio’s Pizza?

continue…

by Roger Montgomery Posted in Editor's Pick, Radio.

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Jonathan Shapiro published an article in the Australian Financial Review which questions whether Afterpay’s magic can continue. Jonathan discusses Roger’s view on the 2.5 per cent net transaction margin Afterpay generated in 2017. Read here.

by Roger Montgomery Posted in Editor's Pick, On the Internet.

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