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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by Roger Montgomery's Team Posted in Old Content.

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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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by Roger Montgomery's Team Posted in Old Content.

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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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While achieving revenue growth is proving to be challenging for the banks at present with the impact of ultra-low interest rates and the effects of the Hayne Royal Commission, there are parts of the credit market that are generating very strong growth. Continue…

by Stuart Jackson Posted in Companies, Financial Services, Stocks We Like.

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Back in October, we made the case that NEXTDC’s (ASX:NXT) material share price underperformance would be temporary and that there were catalysts ahead that would bring that to an end. Today, we update our thesis post NXT’s 1H20 results and outlook. So, what did we learn and how do our learnings apply to our NXT’s thesis drivers? Continue…

by Gary Rollo Posted in Companies, Stocks We Like.

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