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Money News 06.08.2019
Roger Montgomery
August 7, 2019
In this interview on Money News Roger joined Ross Greenwood to discuss the market meltdown caused by China de valuing their currency. Another topic of discussion is earnings season. Will we see a lot of companies with poor outlook statements?
by Roger Montgomery Posted in Radio.
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Keep an eye on firms exposed to residential building
Roger Montgomery
August 6, 2019
With the market on a tear, bargains are hard to come by. But patient investors might soon find some joy in businesses exposed to the residential construction sector – potentially firms like Bingo and Nick Scali – whose share prices could come off as construction activity softens. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Property.
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The economics of enough
Roger Montgomery
August 5, 2019
Roger joined Patrick Poke on Livewire’s podcast The Rules of Investing to discuss what “quality” really means to him, some lessons on late cycle investing from Buffett himself, and two outwardly-similar companies with very different long term prospects.
by Roger Montgomery Posted in Podcast Channel.
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Why crazy valuations could stick around for some time yet
Roger Montgomery
August 5, 2019
It’s hard not to be puzzled by the parallel existence of sluggish global growth and record-breaking markets. But with interest rates set to remain low into the foreseeable future, it looks like this period of crazy valuations has more time to run. Continue…
by Roger Montgomery Posted in Market commentary.
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