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.

• 1 Comments
• save this article
• 1
• POSTED IN Podcast Channel.

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.

• 1 Comments
• save this article
• 1
• POSTED IN Market commentary.

by Roger Montgomery's Team Posted in Old Content.

• Enter your password to view comments.
• save this article
• Enter your password to view comments.
• POSTED IN Old Content.

by Roger Montgomery's Team Posted in Old Content.

• Enter your password to view comments.
• save this article
• Enter your password to view comments.
• POSTED IN Old Content.

As many readers are probably aware,  1 August is the kick-off for reporting season. A recent report by JP Morgan confirms what we’ve been thinking for some time – the Australian market looks very expensive. With reporting season set to start, we’re about to get a really good picture or whether or not we’re right. Continue…

by Andreas Lundberg Posted in Market commentary.

• save this article
• POSTED IN Market commentary.

This time last year we shared our investment thesis on Telstra and highlighted three sources of potential upside which we thought the market had not priced into the shares. In this article for Livewire Tim shares his views on why we continue to see opportunities for Telstra to improve its earnings in the medium term. Although how much is now factored into the higher share price? Read here.

by Tim Kelley Posted in On the Internet.

• READ ONLINE
• 2 Comments
• save this article
• 2
• POSTED IN On the Internet.

by Roger Montgomery's Team Posted in Old Content.

• Enter your password to view comments.
• save this article
• Enter your password to view comments.
• POSTED IN Old Content.

In this interview on Money News Roger joins Ross Greenwood to discuss current market conditions. With interest rates declining and stocks at all-time highs, is it time to be cautious?

by Roger Montgomery Posted in Radio.

• LISTEN
• save this article
• POSTED IN Radio.