Investor Insights

Archive: July, 2020

July 31, 2020

Ross Greenwood's The Money Minutes 30.07.2020

By Roger Montgomery

Roger joined Ross Greenwood on The Money Minutes to discuss why value stocks have underperformed growth stocks and why there will be a reversion at some point. Looking to the reporting season, the disparity in earnings estimates are really wide meaning it will be full of surprises. Will this give investors the option to pick up some bargains?
July 29, 2020

Margin Call with Roger Montgomery

By Roger Montgomery

Roger joined Jordan Michaelides on the Margin Call Podcast to talk about the COVID-19 situation in Australia, and how we are in a health and economic crises but not a financial crisis. They cover headwinds and tailwinds for the Australian economy, current share markets and opportunities this presents for value investors.
July 22, 2020

ABC nightlife – should investors be cautious?

By Roger Montgomery

In this episode of ABC Nightlife Phil Clark and Roger discuss the latest share market moves. The ASX 200 closed yesterday up 2. 5 per cent, its best finish since March 6, in the wake of news the federal government would push the close of its COVID-19 stimulus packages out to the end of March.
July 15, 2020

Tech stock bubble warnings rise amid coronavirus rally

By Roger Montgomery

Rachel Pupazzoni published an article in ABC News discussing the tech-bubble we are currently seeing.  When Microsoft delivered the software company’s third quarter results in April this year, they commented on seeing two years’ worth of digital transformation in two months, thanks to the global pandemic.
July 15, 2020

Should the government continue payments to sustain struggling businesses?

By Roger Montgomery

Roger joined 2GB to discuss the current position Australia is in, are we setting ourselves up for more pain? The Australian government has rolled out a raft of stimulus measures in the wake of the coronavirus crisis with the subsidies Jobkeeper and Jobseeker, although what will happen when these subsidies end?  
July 9, 2020

Macquarie Telecom: the data centre business is a real growth engine

By Gary Rollo

  Founded 27 years ago, Macquarie Telecom (ASX:MAQ) is an Australian data centre, cloud, cyber security and telecom company for mid to large business and government customers. Gary recently spoke with Chief Executive Officer, David Tudehope to discuss business and the investments the company’s making to extend its growth horizon.
July 3, 2020

Pandemic-proof: How to invest in US stocks

By Roger Montgomery

Roger joined Josh Gilbert on the Yahoo Finance Breakfast Club to discuss how to invest in the US and what you need to be aware of.  If you want to get rich, buy and sell. If you want to get wealthy, buy and hold, provided you own really outstanding businesses.


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