TV Appearances
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Ausbiz – The consumer discretionary stocks defying the gloom
Sean Sequeira
July 11, 2024
In this morning’s interview on Ausbiz, I discussed key market trends in anticipation of the upcoming U.S. and Australian reporting seasons. I highlighted the importance of the impending reporting season to support the current market momentum, emphasising the need to closely observe outlook statements and key sectors, such as consumer discretionary companies like JB Hi-Fi (ASX: JBH) and Premier Investments (ASX: PMV). I also addressed the pressures on Australian banks, including Commonwealth Bank (ASX:CBA), noting their significant contributions to market performance but also their current high valuations and need for earnings growth. Lastly, I touched on the resource sector, particularly lithium stocks, and the importance of upcoming production reports in shaping future market directions. continue…
by Sean Sequeira Posted in Editor's Pick, TV Appearances.
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MEDIA
Ausbiz – Have discretionary stocks hit a bottom?
David Buckland
June 28, 2024
In my recent interview with Ausbiz, I discussed the significant impact of rising inflation on renters and mortgage owners, leading to reduced discretionary spending. I provided insights into the macro landscape, noting inflation has risen to 4% and the employee living cost index is at 6.5%. Many retail businesses, such as Cettire (ASX: CTT) and Baby Bunting (ASX: BBN), are experiencing profit declines and multi-year lows in shares. The advertising sector also seems to be struggling as many businesses, including Seven West (ASX: SWM) and Nine Network (ASX:NEC), are also hitting multi-year lows.
continue…by David Buckland Posted in TV Appearances.
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MEDIA
Ausbiz – it’s a good time to invest in innovative small caps
Roger Montgomery
June 12, 2024
In my interview this morning with Ausbiz, I discussed the current market environment and my optimism for equities, amid disinflation and modest economic growth. While 2023 saw major gains concentrated in seven large innovators, smaller companies lagged. With interest rates stabilising, now is an opportune time for smaller, innovative companies, I expect this trend to continue until 2026. I emphasise focusing on quality investments, particularly in sectors like cloud technology, which show strong growth potential and pricing power. You can watch the full interview here: Roger says it’s a good time to invest in innovative small caps continue…
by Roger Montgomery Posted in TV Appearances.
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MEDIA
Ausbiz – Stocks that are “hot” right now
Sean Sequeira
May 31, 2024
In my recent interview with Ausbiz, I discussed the current economic market, highlighting the change in investor perception regarding interest rates and its significant influence on market performance. I assessed the Macquarie conference, noting the impact of JB Hi-Fi (ASX:JBH) and Super Cheap Auto (ASX:SUL) on retailer expectations, and analysed the challenges banks face in improving their net interest margin amid rising competition and costs. continue…
by Sean Sequeira Posted in Companies, TV Appearances.
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MEDIA
Ausbiz – Chocolate up, Tesla down
Roger Montgomery
April 5, 2024
In this week’s episode of Ausbiz, I share insights into Tesla’s (NASDAQ;TSLA) current challenges, noting the significant gap between vehicle production and sales despite expectations from innovations in AI and battery storage. This discrepancy raises questions about Tesla’s valuation and its similarities to traditional car manufacturers. I also discuss Tesla’s strategy to enhance software revenue and self-driving capabilities, questioning their effectiveness against the backdrop of sales challenges and global hesitancy towards autonomous vehicles. I also delve into the recent surge in cocoa prices due to supply disruptions and high demand around Easter, suggesting an investment strategy that leverages the post-Easter discounted chocolate eggs for potential profit by transforming them into more marketable chocolate products. Watch the full interview here: Ausbiz – Chocolate up, Tesla down
by Roger Montgomery Posted in TV Appearances.
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MEDIA
Ausbiz – Roger’s top megatrend compounding return stock
Roger Montgomery
March 28, 2024
In my recent interview with Ausbiz, I compared the prospects of Macquarie Technology (ASX:MAQ) and Tesla (NASDAQ:TSLA). I highlighted Macquarie Technology’s promising future in cloud computing and AI, predicting its share price could potentially rise. Conversely, I expressed skepticism about Tesla’s valuation, pointing out its overvaluation compared to traditional car manufacturers like Toyota (NYSE:TM), which I believe have more growth potential as they transition to electric vehicles. You can watch the full interview here: Ausbiz – Roger’s top megatrend compounding return stock continue…
by Roger Montgomery Posted in TV Appearances.
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MEDIA
Ausbiz – Macquarie Technology (MAQ) a stock to watch
Roger Montgomery
March 22, 2024
In my recent interview with Ausbiz, I discussed the current favourable conditions for investing in smaller companies. Small caps have seen a commendable increase of about 4% this year, driven by a combination of disinflation and positive economic growth. This represents a pivotal shift in market dynamics, moving from fears of recession to a more optimistic view of a soft landing, which in turn boosts the attractiveness of innovative growth companies in the small-cap sector.
by Roger Montgomery Posted in Editor's Pick, Small Caps, TV Appearances.
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Ausbiz – Roger pops the market bubble myth
Roger Montgomery
March 8, 2024
In my recent interview with Ausbiz, I discussed the current state of the stock market and addressed the question of whether it is in a bubble. I noted that the typical euphoria seen in market bubbles is absent and highlighted that both the U.S. and Australian market gains, along with current initial public offering (IPO) trends, do not align with typical bubble indicators. continue…
by Roger Montgomery Posted in TV Appearances.
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Ausbiz – Why small cap stocks may hold the key to maximising returns
David Buckland
February 13, 2024
In my recent interview with Ausbiz, I shared insights on how small-cap stocks and private credit can be key avenues for maximising returns in today’s market landscape, offering the potential for attractive monthly returns. I discussed the advantages of decelerating inflation and touched upon the unique opportunities and risks associated with small-cap investments, spotlighting Aussie Broadband as an example of growth potential in industry-niche companies. Watch the full interview here: Why small cap stocks may hold the key to maximising returns continue…
by David Buckland Posted in TV Appearances.
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MEDIA
ABC The Business: What will reporting season tell us about the economy?
Roger Montgomery
February 9, 2024
This week, I joined ABC’s The Business to discuss the anticipated challenges and strategies for Corporate Australia during the upcoming reporting season. Focusing on the banking sector, I particularly highlight Commonwealth Bank, underscoring the escalated competition’s effect on net interest margins, especially in the context of an uptick in distressed sales. continue…
by Roger Montgomery Posted in On the Internet, TV Appearances.
