Investor Insights

Archive: January, 2020

January 29, 2020

Is there still juice in the Telstra thesis?

In this interview for Livewire Tim Kelley discusses Telstra.  After several years of price falls it seemed that the gap between price and value had not just closed but reversed altogether.  The issues, while real and material, have been fully priced in to Telstra shares. So what lies ahead?
January 28, 2020

New treasures to rise from old trash

By Roger Montgomery

In this article for the Herald Sun Roger discusses tech companies which are implementing solutions to help with the world’s landfill and greenhouse gas problem. Read here.
January 23, 2020

Money News 22.01.2020

By David Buckland

David Buckland joined Money News’ new host Brooke Corte for the first interview of the year to discuss what’s driving the share markets higher and higher. We see three reasons – a trade war settlement, Conservative party victory in the UK and interest rates staying lower for longer.
January 21, 2020

What the fundies like (and don't) for 2020

By Gary Rollo

Mark Draper published an article for the Australian Financial Review which shares eight investment ideas to kickstart 2020. Included in the eight is Gary’s view on EML Payments, a structural growth fintech. Here’s why we like it. Read here.
January 16, 2020

Sweet spot helping bull market rampage

By Roger Montgomery

In this article for Firstlinks, Roger discusses whether we will see a continuation of the bull market in 2020 with higher prices and expanding price/ earnings ratios.
January 14, 2020

What could wreck markets in 2020?

By Roger Montgomery

As we begin the new decade, market conditions seem rosy after stellar results for calendar year 2019. Policymakers remain supportive and market commentators are predicting another good year for equities. So what could go wrong? In this exclusive article for Livewire Roger discuss how investors protect themselves from risks. Read here.
January 9, 2020

Housing momentum builds towards a high

By Roger Montgomery

In this article for the Herald Sun Roger shares a review of the Australian housing market in 2019. Today, we can say that not only did the May 2019 federal election mark the low for Aussie house prices, but that there is little to stop prices from continuing to climb higher. Read here.


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