Investor Insights

July 29, 2021

Is Youfoodz the canary in the IPO coalmine?

By Gary Rollo

Ishan Dan published an article in The Inside Investor sharing Gary Rollo’s view on what makes a successful IPO. So far this year, there have been 81 IPOs with another 24 booked in for the next two months.

July 28, 2021

ABC Nightlife – Will the optimism continue?

By Roger Montgomery

The Australian market has had a fantastic start to the week with some big gains in blue chip banks, mining giants and Telstra. While share prices are climbing consumer confidence is doing the opposite, so what is driving the optimism in markets? Roger joins Phil Clark on ABC Nightlife to discuss.

July 19, 2021

Fear And Greed: What the takeover frenzy means for investors

By Roger Montgomery

Roger Montgomery joined Sean Aylmer on the podcast series Fear And Greed  to discuss the frenzy of dealmaking on the Australian share market.  Since the start of the calendar year to 30 June 2021, $85 billion worth of takeover deals have been conducted.
June 24, 2021

ABC Nightlife – investments and global markets

By Roger Montgomery

In this episode of ABC Nightlife Roger joined Philip Clark to discuss if the bullish conditions for equities will continue into 2022. If inflation fears and fears about interest rates going up take hold, it could cause markets to stall. Although Roger believes that long term we will be in a world of lower inflation and wage growth.

June 3, 2021

How much will rising inflation hit company valuations?

By Roger Montgomery

In this article for Firstlinks Roger discusses the talk about inflation. The question is how big is the risk? The classic response to inflation is raising interest rates to cool the economy. How much will rising inflation hit company valuations? 

May 27, 2021

Ausbiz: Value vs. growth: Two sides of the same coin with Equity Mates

By Roger Montgomery

I joined Alec Renehan and Bryce Leske on AusbizTV to discuss current markets. Are we in a stockmarket bubble? I don’t think so. Current and intermittent weakness in the share prices of high-quality companies with bright long-term growth prospects should be seen as a classic opportunity where stocks have become mispriced.

May 26, 2021

Equity Mates - Why markets are expensive at the moment

By Roger Montgomery

Roger joined Alec Renehan and Bryce Leske on Equity Mates to discuss how inflation may impact your portfolio. Inflation is the buzz word of 2021. As an investor should you be worried? Some economists warn that inflation is about to rear its head. But other financial experts are pushing back, saying concerns about inflation are overdone.

May 25, 2021

Finder Investors - should you buy Coinbase shares?

By Roger Montgomery

Roger joined Kylie Purcell, Finder’s Investments Editor to discuss how Coinbase has performed since its April 2021 IPO and the outlook for the business in the year ahead. As one of the largest cryptocurrency exchanges, Coinbase is profitable now but whether that continues is largely dependant on the value of cryptocurrencies and if the popularity of these alternate assets continues.

May 20, 2021

ABC Nightlife - rising inflation

By Roger Montgomery

In this episode of ABC Nightlife Roger joined Philip Clark to discuss how U.S. stocks hit a one-month low on Tuesday as speculation that rising inflation pressure could prompt interest rate hikes. Technology stocks were among the biggest losers, mirroring a sell-off in China, where talk of tighter regulation sent technology shares sliding. With current and intermittent weakness in the share prices of high quality companies, is this a buying opportunity?

May 19, 2021

Bank profits are surging. But a major part of their business is struggling

By Stuart Jackson

Rod Myer published an article in The New Daily discussing how in May, Westpac, NAB and ANZ all reported rises in their half-yearly cash profits that were up at least 45 per cent. Shareholders are being rewarded with dividend rises and improving share prices. So, how have the banks been pushing up their profits when the business of lending money is so flat? Stuart Jackson comments.

May 10, 2021

Watchlist Wednesday; ASX:SCG, ASX:UWL, ASX:MAQ

By Roger Montgomery

Roger joined Alec Renehan and Bryce Leske on Equity Mates Watchlist Wednesday to discuss three stocks on Roger’s watchlist. You can hear Roger’s thoughts on Scentre Group, Uniti Wireless and Macquarie Telecom in this video.

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