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Buyer beware: high valuations based on unrealistic growth hopes
Roger Montgomery
September 24, 2018
In this article published in The Australian, Roger discusses some companies whose share prices have rallied on the back of hopes of global domination. Read here.
by Roger Montgomery Posted in In the Press.
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ABC Nightlife
Roger Montgomery
September 20, 2018
In this radio program with Philip Clark, Roger makes comparisons on major companies including CLS and Rio and Tesla and BMW. What can be seen when these comparisons are made? Listen here.
by Roger Montgomery Posted in Editor's Pick, Radio.
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The slowdown on Australia’s horizon is no mirage
Roger Montgomery
September 20, 2018
In this article published in the Herald Sun, Roger discusses the recent reporting season. UBS found negative financial year 2019 revisions outweighed positive ones by almost three to one. Read more here.
by Roger Montgomery Posted in In the Press.
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Call that disruption? Investors are forgetting
Roger Montgomery
September 20, 2018
In this article for Cuffelinks Roger discusses Tesla and Afterpay, investors in these companies seem to have missed something. What is it? Read here.
by Roger Montgomery Posted in On the Internet.
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MONEY NEWS 18.09.2018
Roger Montgomery
September 19, 2018
In this interview on Money News, Roger discusses the aged care sector. With the announcement of the Royal Commission what is the long-term outlook for these companies?
by Roger Montgomery Posted in Radio.
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Money News 11.09.2018
Roger Montgomery
September 12, 2018
In this interview on Money News, Roger discusses what has happened in the economy in the past 10 years since the collapse of Lehman Brothers. Have things really gotten better?
by Roger Montgomery Posted in Radio.
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Softer furnishings
Roger Montgomery
September 12, 2018
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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Results season 2018 – That’s as good as it gets folks
Roger Montgomery
September 10, 2018
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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Money News 04.09.2018
Roger Montgomery
September 6, 2018
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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What’s the money making lesson from Telstra’s spike?
Roger Montgomery
September 3, 2018
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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