TV Appearances
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MEDIA
Ausbiz: A tug of war takes place for Uniti Wireless
Roger Montgomery
March 25, 2022
In this video for Ausbiz Roger discusses the current bidding war for Uniti Wireless (ASX:UWL). There are currently two offers, Morrison & Co at $4.50 and MIRA at $5 and we think the business is really attractive. So how many others will join in and how far will the bidding war go? Watch here. continue…
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Ausbiz: How to position your portfolio in the event of stagflation
Roger Montgomery
March 21, 2022
In this video for Ausbiz Roger discusses how investors should prepare for the increase in market turbulence due to the conflict between Ukraine and Russia. Investors may be prompted to sell and turn to the safety of cash. But the purchasing power of cash erodes much more quickly in an inflationary environment and an investor is guaranteed to lose wealth So, in the event of stagflation how should you position your portfolio? Watch here.
by Roger Montgomery Posted in TV Appearances.
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ABC The Business: Why Russia’s invasion of Ukraine is bad for world economies
Roger Montgomery
March 2, 2022
Roger joined Rachel Pupazzoni on ABC The Business to discuss the current conflict between Russia and Ukraine. While the current situation is tragic, is it bad for investors? Since WWII there has been dozens of conflicts and all of them have produced a similar pattern for investors. Learn more in this interview where you can hear my thoughts from the 8:50 minute mark.
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What history tells investors about the outbreak of conflict
Roger Montgomery
February 28, 2022
In this video for Ausbiz Roger discusses what happens to markets during wars. Surprisingly, war is not really the nemesis of the stock market many fear it to be. A research conducted in 2015 found that stock prices tend to decline in the pre-war phased and recover when war commences. Watch here.
by Roger Montgomery Posted in On the Internet, TV Appearances.
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MEDIA
Ausbiz: Plenty of opportunities for investors in 2022
Roger Montgomery
February 21, 2022
In this video for Ausbiz Roger discusses how during the last four decades, whenever inflation or interest rates have risen, the multiple of earnings investors have been willing to pay for a share in a company has declined he indicates. Find out what sectors Roger believe will be outperform over the next 12 months. Watch here.
by Roger Montgomery Posted in On the Internet, TV Appearances.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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MEDIA
Death, taxes and…opportunity. Where Roger’s investing now
Roger Montgomery
February 4, 2022
Roger joined Ausbiz to discuss the acceleration of selling that began as a rotation out of high-flying tech stocks in late November and December, the short-term ownership of high-flying tech names – particularly long-duration stocks with earnings pushed well out into the future – is more difficult to justify. However, setbacks are a normal and healthy part of investing. Indeed, the only unusual thing is their absence and remind us investors of one thing: opportunity. Roger says now is the time to rebalance portfolios, taking advantage of the lower prices and PE deratings that have been experienced by some of the highest quality names in the market. Watch here.
by Roger Montgomery Posted in On the Internet, TV Appearances.
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MEDIA
Ausbiz: Urea 101: we are running low and why does that matter
Roger Montgomery
December 11, 2021
In this video for Ausbiz Roger discusses how the major shortage of urea could impact our diesel buses, trucks and farm equipment. With a potential reduction in vehicles on the road, our farming and logistics could be impacted. Watch here.
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Ausbiz with Equity Mates: Predictions for 2022
Roger Montgomery
December 6, 2021
Roger joined Alec Renehan and Bryce Leske from Equity Mates on Ausbiz to discuss what to expect from markets in 2022. Markets tend to correct seriously when something completely unexpected transpires. Roger believes 2022 will be another good year for equities. Find out why in this interview. Listen here.
by Roger Montgomery Posted in On the Internet, TV Appearances.
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MEDIA
Ausbiz with Equity Mates: Watchlist Wednesday – from shoes to storage units
Roger Montgomery
December 2, 2021
Roger joined Alec Renehan and Bryce Leske from Equity Mates on Ausbiz for watchlist Wednesday. In this episode Roger discusses four stocks for your watchlist and why he likes them. Including National Storage REIT, Waypoint REIT, Macquarie Telecom and Accent Group. Markets are really good at overestimating the short term but underestimating the long term prospects of some companies and these companies are proof of that. Watch here. continue…
by Roger Montgomery Posted in TV Appearances, Value.able.
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Ausbiz with Equity Mates: What we learnt from AGM season
Roger Montgomery
December 1, 2021
Roger joined Alec Renehan and Bryce Leske from Equity Mates on Ausbiz to discuss the thee key learnings from the recent AGM season. Results were generally better than expected, although margins have come under pressure in some areas and the retail sector has experienced a subdued start to FY22. Roger also identifies companies which stood out. Watch here.
by Roger Montgomery Posted in TV Appearances.
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