In this interview for Switzer TV, Roger joins Peter Switzer to discuss exactly where the market is at right now. Low interest rates are pushing equities higher creating a challenge for value investors. Although, if we take a look overseas, there are a lot more opportunities.
In this radio interview I joined Linda Mottram at the ABC to discuss APRA’s recent announcement to crack down and propose a range of measures for Bank executives to do the right thing, even by potentially taking back previous bonuses. Listen here.
In this interview on Money News, David Buckland joined John Stanley to discuss the evolving media and advertising landscape. Google, Facebook, Alibaba and Tencent have a collective market cap of US $2. 2 trillion, which is 50 per cent larger than the top 300 stocks in Australia. Where are the opportunities in digital platforms?
The search for the highest returns in Australian equities has been concentrated in a small group of companies now known as WAAAX stocks. These companies are expected to earn just $162 million in the 2019 financial year from $1. 9 billion in revenue but Afterpay and Xero don’t make any money at all. Here’s my thoughts on them.
In this article for the Herald Sun Andrew takes a closer look at the recent Challenger announcement to abandon the group’s return-on-equity target, the market did not take kindly wiping off 16% of Challenger’s market cap over 24 hours. Was this news hiding something good for the company’s future? Read here.
In this interview on Money News, David Buckland joined John Stanley to discuss China’s economy and how the African Swine Fever epidemic, affecting China’s 25 provinces, could benefit Australian exports of beef and lamb.
In this interview on Money News, Roger and Ross talk tax cuts. Treasurer Josh Frydenberg is hoping the newly-passed tax cuts will give the economy the shot in the arm it sorely needs. Will confidence return to the economy as the tax cuts stimulate economic activity?
In this article for Cuffelinks Roger discusses the 25 tech companies that have IPO’d in the US this year, raising US$19 billion. Prices for many listed and unlisted companies have reached insane levels. This will end badly, but when? Read here.
In this article for Money Magazine Roger takes a look at companies that offer investors the chance to profit from strong business growth and a group of companies that are exposed to the booming demand for software and data. Read here.
In this article for the Australian Roger discusses one company with heavy exposure to the property boom — and now the bust, Bingo Industries. Should caution be applied to the company’s recent share price enthusiasm? Read here.