Investor Insights

December 6, 2021

Ausbiz with Equity Mates: Predictions for 2022

By Roger Montgomery

Roger joined Alec Renehan and Bryce Leske from Equity Mates on Ausbiz to discuss what to expect from markets in 2022. Markets tend to correct seriously when something completely unexpected transpires. Roger believes 2022 will be another good year for equities.

November 11, 2021

Polen’s Rob Forker answers who are the most patient investors

By Polen Capital

While individual small-cap stocks can be seen as higher risk, investing in the small-cap space – a breeding ground for breakthrough businesses – can be a thrilling pursuit that offers meaningful upside potential. The flip side is that many of these businesses can burn bright and fade fast, carrying more risk.
October 25, 2021

Buy Hold Sell: 5 small caps with big dividends

By Roger Montgomery

In this episode of Livewire’s Buy Hold Sell Roger joined James Marlay and Simon Conn to discuss three small cap stocks that boast impressive dividends.  While large caps usually get all the attention from dividend seekers, small caps often punch above their weight and here we share small cap stocks with sustainable dividends.
October 22, 2021

Your Wealth: Why Roger Montgomery is still bullish on this market

By Roger Montgomery

In this Your Wealth Podcast with Gemma Dale from Nabtrade Roger explains why he thinks the fears of a significant downturn are overstated by discussing the macro trends underpinning market growth, why a correction could happen but won’t be cataclysmic and how rising interest rates could affect share performance.
October 21, 2021

Two strong themes and companies that will benefit

By Roger Montgomery

In this article for Firstlinks I discuss stable compounders, these are businesses offering growth with a defensive element, they tend to be in stable industries, are market leaders and are under appreciated by the market with a strong management team capable of delivering a sensible strategy.

October 19, 2021

10 of the ASX's best management teams

By Roger Montgomery

In this episode of Livewire’s Buy Hold Sell Roger joined James Marlay and Simon Conn to discuss the best management teams across the ASX.  They discuss companies across financials, energy and resources, retail, technology and healthcare and discuss why a management team that backs itself with the right incentives is important when looking for companies to invest in.
October 15, 2021

Ausbiz: Everything small caps with Equity Mates

By Gary Rollo

Gary Rollo joined Alec Renehan and Bryce Leske from Equity Mates on Ausbiz to discuss why you should invest in small caps, the hallmarks of a great small cap business and a few companies for your watchlist.

October 15, 2021

Buy Hold Sell: 5 stocks in an upgrade cycle

By Roger Montgomery

In this Buy Hold Sell episode on LiveWire I joined James Marlay and Simon Conn to discuss five stocks upgrading their earnings.  Over the past 18 months, despite the seemingly endless lockdowns, some companies fought back with earnings surprisingly upbeat.
October 6, 2021

ABC Nightlife – Have all the easy gains been made?

By Roger Montgomery

I joined Phil Clark on ABC Nightlife to discuss the slowdown in markets and share my take on the outlook for asset prices over the next few months with a slowing economic growth rate. So far 2021 has given investors plenty to be happy about. After the September slowdown, have the easy gains all been made?

September 23, 2021

The tipping point for investing in decarbonisation

By Roger Montgomery

In this article for Firstlinks I question whether there a tipping point for investing in decarbonisation. Throughout time, transformative technology has maintained its power to change the course of human history. And of course, as investors, it is easy to be lulled into believing new technology will also transform investment returns. Is there a tipping point for investing in decarbonisation?

September 14, 2021

Weekend watchlist – Macquarie Telecom ASX:MAQ

By Roger Montgomery

Roger joined Philip Muscatello on Shares for Beginners Weekend Watchlist to discuss Macquarie Telecom (ASX:MAQ) which is part of a global megatrend – data centres and the cloud. Global research and advisory firm Gartner estimates in 2022 there will be an estimated $1.3 trillion in IT spend that will be affected by the shift to the cloud and this figure is expected to grow in the low double digits for years to come.

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