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How to profit from reporting season
Roger Montgomery
August 12, 2019
Reporting season can be brutal for businesses affected by cyclical factors, like the current residential building slump. But experience tells me it’s also a great time for investors to take note of out-of-favour companies that should rebound when the cycle turns up. Continue…
by Roger Montgomery Posted in Companies, Market commentary.
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What to make of reporting season so far
Andreas Lundberg
August 9, 2019
Reporting season has kicked off, and the results are in from some of our ASX heavyweights. So, how have they fared, and how has the market reacted? Continue…
by Andreas Lundberg Posted in Companies.
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Reporting season takes off…
Roger Montgomery
August 8, 2019
What a week! The start of reporting season, and a return of Trump and Xi-inspired market volatility. Which suits us just fine. Because, with plenty of cash, we’re ready to invest in good quality businesses that may become cheaper if the market turns down. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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QAV Podcast – Beware The Black Swan
Roger Montgomery
August 8, 2019
In this QAV podcast I joined Tony Kynaston and Cameron Reilly to discuss the current market conditions. Even though interest rates are low, asset prices have disengaged so much from valuations which tells me we could be near the end of the rally. Listen here.
by Roger Montgomery Posted in Podcast Channel.
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ABC Nightlife: The black swan
Roger Montgomery
August 8, 2019
In this radio program with Philip Clark, Roger discussestensions between the US and China shaking up the global share market and posing a threat to Australian trade and investment with nervous investors wiping off billions in value from shares. What does volatility mean for investors? Which sectors have had the worst losses? Listen here.
by Roger Montgomery Posted in Radio.
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