-
A forecast slowdown is not a recession
Roger Montgomery
June 6, 2022
Most economists are forecasting a domestic and global economic slowdown. According to the UCLA Anderson Forecast, economic obstacles, including the Russia–Ukraine war, China’s COVID lockdowns, supply chain bottlenecks and labor shortages, and the consequent inflationary pressures on both finished goods and raw materials are well known, and in some cases becoming entrenched. Continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.
- save this article
- POSTED IN Editor's Pick, Global markets, Market commentary.
-
MEDIA
Buy Hold Sell: 5 Aussie small caps to weather the storm
Gary Rollo
June 3, 2022
Gary Rollo joined James Marlay and Josh Clark on Livewire’s Buy Hold Sell to discuss the small caps that could offer exciting upside while remaining resilient through market cycles. The S&P/ASX Small Ordinaries is down nearly 16 per cent year to date, while the ASX200 is only down 3.6 per cent. Here are the small caps to watch.
by Gary Rollo Posted in On the Internet, TV Appearances.
- READ ONLINE
- save this article
- POSTED IN On the Internet, TV Appearances.
-
Price and Value are two different things – just ask Canva investors
Roger Montgomery
June 3, 2022
With the share prices of tech stocks having cratered in recent months, there are perhaps few more opportune times than now to revisit the important difference between Price and Value. It may surprise investors that every business has a real worth or a true value that may bear no resemblance to the currently traded price. Continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education.
- 4 Comments
- save this article
- 4
- POSTED IN Editor's Pick, Investing Education.
-
Mr Bowen, please trigger the ADGSM now!
Andreas Lundberg
June 2, 2022
Australia’s energy crisis is going from bad to worse: gas prices are soaring, and some energy retailers are going to the wall. I call on the new government to immediately trigger the Australian Domestic Gas Security Mechanism (ADGSM) to make LNG exporters sell into the domestic market and cut gas prices to an acceptable level. As I see it, there is no time to wait. Continue…
by Andreas Lundberg Posted in Energy / Resources.
- 2 Comments
- save this article
- 2
- POSTED IN Energy / Resources.
-
Discover how to value the best stocks and buy them for less than they’re worth.
NOW FOR JUST $49.95
buy nowSUBSCRIBERS RECEIVE 20% OFF WHEN THEY SIGN UP
“This is a book you simply must read.
The very best investors in the world are “value” investors.” -
From Private Equity to Zombie – The ABC of capitalism
Roger Montgomery
June 2, 2022
We have long been critics of the profitless prosperity doctrine that pervaded financial markets while money was free. The doctrine permitted companies with no profit, and no prospect of making any, to invest private equity and family office money in the pursuit of gaining market share. Often this was achieved by crushing old-world incumbents into submission, if not oblivion. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
- 2 Comments
- save this article
- 2
- POSTED IN Companies, Editor's Pick.
-
MEDIA
ABC Nightlife: Should investors think of running to the hills?
Roger Montgomery
June 1, 2022
Roger joined Philip Clark on ABC Nightlife to discuss whether an economic recession is on the cards. We can say that the COVID crisis created a once-in-a-generation economic crisis, which justified constant use of vast money printing and borrowing to get through it, but in truth we’ve had three major economic upsets in the space of 13 years. There’s no guarantee that we will fall into recession, coming out of the pandemic, but there’s certainly no guarantee we won’t either. Listen here.
by Roger Montgomery Posted in Radio.
- LISTEN
- save this article
- POSTED IN Radio.
-
Why I am personally adding to my equity investments
Roger Montgomery
June 1, 2022
In this week’s video insight Roger discusses how the higher interest rates expected from the U.S. Federal Reserve are almost entirely responsible for the sell-off in the stock market, causing the Price Earnings (P/E) compression we have seen to date. Unless the Fed surprises with even more aggressive rate hikes, the future direction of the market should now be determined by earnings growth. Continue…
by Roger Montgomery Posted in Video Insights.
- watch video
- 1 Comments
- save this article
- 1
- POSTED IN Video Insights.
-
MEDIA
Buy hold sell: The small-cap sectors to avoid (and where to invest)
Gary Rollo
May 31, 2022
Gary Rollo joined James Marlay and Josh Clark on Livewire’s Buy Hold Sell to discuss why when volatility is up, small caps invariably experience a fall. You can still remain invested in the market with high conviction buys and Gary covers the sectors worth attention and tactics for investors to take advantage of the sell-off.
by Gary Rollo Posted in On the Internet, TV Appearances.
- READ ONLINE
- 1 Comments
- save this article
- 1
- POSTED IN On the Internet, TV Appearances.
