Investor Insights

Archive: September, 2020

September 28, 2020

ABC Nightlife: is a recovery on the way?

By Roger Montgomery

In this episode of ABC Nightlife Roger joined Philip Clark to talk about markets. Investors have plenty to consider at the moment. The global economy is experiencing a severe contraction as countries seek to contain the coronavirus. Even though the worst of this has now passed, the outlook remains highly uncertain and concerns of a second wave are apparent.
September 25, 2020

Expert tips on when to sell shares

By Roger Montgomery

In this article for Canstar Roger discusses how you know when to sell your shares.  Are you selling holdings once they have reached a certain price, or after holding them for a certain time?  Deciding when to sell shares can be just as important as picking which shares to buy. Read here.
September 18, 2020

Buy Hold Sell: 5 quality small caps winning market share

By Gary Rollo

In this episode of Livewire’s Buy Hold Sell, Gary Rollo joined Matthew Kidman and Chris Stott to discuss high-calibre small cap companies with a track record of profitability. The companies discussed include ARB, Ingenia Communities and Macquarie Telecom.  Which companies do we think are a buy?
September 11, 2020

Buy Hold Sell: 5 small caps chasing big markets

By Gary Rollo

Gary Rollo joined Chris Stott and Matthew Kidman on Livewire’s Buy Hold Sell to discuss companies developing products for the needs of a large population. Three small caps with exposure to this thematic include City Chic Collective, Megaport and EML Payments. Are they all buys?
September 3, 2020

Pointsbet: you've got to be in it to win it

By Gary Rollo

In this article for Livewire James Marlay published a piece on PointsBet which discusses its appeal and Gary’s thoughts on the company.   Getting your head around the appeal of Poinstbet is simple; there is a massive total addressable market that is opening up in the US as online sports gambling gets legalised across the fifty states. Read here.


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