In this article for Livewire Roger discusses why we like Macquarie Telecom. We’ve promoted the Macquarie Telecom story and explained the investment opportunity since about $25 per share, and our small cap team think it is worth far more than that today. We also believe considerable upside remains from its current price of $76.

Roger joined Sean Aylmer on the Fear and Greed Podcast to discuss the prospects for the discretionary retail sector. With international and domestic travel off the table for Australians, people are looking for other ways to spend their money. This has resulted in a boost for retailers like JB Hi-Fi, Harvey Norman, Temple & Webster and Kogan.

Roger joined Alicia Barry on The Business to discuss why there is so much M&A actvitiy at the moment. The $39 billion takeover of Afterpay by US giant Square highlights the amount of cash in the market.

Rod Myer published an article in The New Daily discussing why the share prices of major coal generation owners Origin and AGL are under downward pressure as the shift to renewables continues. Rod draws on comments from Andreas on renewable energy coming into the market at very low prices.

Roger Montgomery joined James Kirby in this episode of The Australian’s Money Cafe to discuss how to find value on the ASX, whether the capital city property market is expensive or relative, and a share market ‘pick’ ready to reward for years to come.