Investor Insights

Archive: February, 2020

February 28, 2020

Money News 27.02.2020

By Roger Montgomery

Roger joined Janine on Money News to discuss the coronavirus. With Australia leading the world declaring the coronavirus a pandemic, is the worst yet to come? Or will this present opportunities for patient investors?
February 28, 2020

The capital value of being Australian

By Andrew Macken

In this article for the Herald Sun Andrew identifies why the most valuable asset for an Australian investor is that they’re Australian.  Irrespective of which government is in power, our nation is by and large a free and democratic one governed by laws. Read here.
February 28, 2020

Why rain’s no good for our meat prices

By Roger Montgomery

In this article for the Herald Sun Roger discusses why we could see an apocalyptic price increase for steaks and beef sausages if we receive more rain this year. If the prices increase, investors may have underestimated the impact on the revenue side for producers and on the cost side for customers. Read here.
February 24, 2020

Intrinsic value key to invest

By Roger Montgomery

Meilin Chew published an article in The Weekend West which comments on Roger’s key to investing – finding businesses that can generate high rates of return on their additional capital. Read here.
February 24, 2020

Star picks from profit season

By Roger Montgomery

In this article for the Australian, Roger shares his views on retailers, miners, technology companies and the banks. Amid bushfires and the coronavirus the environment is ripe for more surprises than we have seen, perhaps since the GFC. Read here.
February 24, 2020

Buy Hold Sell: Is this the best small-cap on the ASX?

By Roger Montgomery

In this Buy Hold Sell interview Roger joined Jessica Amir and James Gerrish to discuss four companies. A travel company that has divided market opinion, a growth stock that helps international students study here in Australia, a turnaround play in the energy sector, and a beaten down miner. Watch here.
February 21, 2020

Money News 20.02.2020

By Roger Montgomery

Roger joined Brooke Corte on Money News to discuss the amount of money being invested in private businesses via private equity. The net assets of private equity investments is now four times the market capitalisation of the US stock market. Are we seeing a bubble form?
February 18, 2020

Healthy strategies for infected markets

By Roger Montgomery

In this video for Livewire Roger joined Jessica Amir and James Gerrish to discuss the impact the coronavirus could have on markets and companies. They also discuss how this public health emergency could intersect with central bank policy and how investors can navigate themselves and their portfolios through these kinds of ‘Black Swan’ events. Watch here.
February 14, 2020

Buy Hold Sell – 5 high growth ex-20 stocks

By Roger Montgomery

In this Buy Hold Sell interview Roger joined Jessica Amir and James Gerrish to discuss three of the most traded mid-caps and to share two growth ideas in this area. Watch the interview here for my thoughts on the companies. Watch here.
February 12, 2020

ABC Nightlife Finance with Roger Montgomery

By Roger Montgomery

Roger joined Philip Clark on ABC Nightlife for the first time for 2020 to discuss the impact bushfires and the coronavirus have had on markets. Could this present a perfect investment opportunity for those who dare to be bold? Listen here.
February 6, 2020

Money News 04.02.2020

By Roger Montgomery

Roger joined Brooke Corte on Money News to discuss the consequences of low interest rates. As people are being forced to move their money from term deposits into high risk equities, we are seeing prices being pushed higher. Although are you taking a lot of risk for a low relative return?

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