FEAR AND GREED: Small caps to watch this reporting season
In this episode of Fear and Greed Podcast, Sean Aylmer and I delved into the current landscape of small cap stocks. Despite favourable economic conditions, I discussed the challenges they’ve faced in recent years and underscored the importance of identifying innovative growth companies with pricing power and expressed my optimism for their potential for a resurgence. We also explored specific sectors like retail, mining, and technology, highlighting both successful companies and industry trends during this reporting season. Additionally, I provided insights into the emergence of Bitcoin ETFs, urging caution amid the speculative and popularity-based nature of these investments.
Roger Montgomery is the Founder and Chairman of Montgomery Investment Management. Roger has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and stockbroking. Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.
This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.
