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Panic or pandemic?
Roger Montgomery
March 7, 2020
There’s the Coronavirus pandemic and then there’s the associated panic. Both will have an impact on near term investment returns and as I write this note, the ASX200 price index has swung 13 per cent down from its January high. But the pandemic and the panic will also provide level-headed investors with an opportunity. Continue…
by Roger Montgomery Posted in Market commentary.
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MEDIA
Roger Montgomery and Stephen Koukuolas speak to The Business
Roger Montgomery
March 6, 2020
Roger joined Stephen Koukuolas and Rachel on The Business to discuss the impact the Coronavirus is having on markets. Will we see something worse than the GCF? Or will this pass, and see markets bounce strongly when it does? Either way there will definitely be opportunities for value investors. Watch here.
by Roger Montgomery Posted in TV Appearances.
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Why we continue to like Codan
Andreas Lundberg
March 5, 2020
Codan Limited (ASX: CDA) is one of Australia’s unheralded tech stories. Today, it sells its metal detectors, communications and tracking equipment in more than 150 countries to prospectors, the military, mining companies and governments. With a solid balance sheet and a bright future, there’s a lot to like. Continue…
by Andreas Lundberg Posted in Companies, Editor's Pick, Stocks We Like.
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How investors could benefit from the coronavirus
Roger Montgomery
March 4, 2020
Looking purely from an investing perspective, the global sell-off caused by the coronavirus pandemic could be manna from heaven for cashed-up value investors. I think we’re about to see some wonderful buying opportunities. Continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.
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