Roger joined Philip Muscatello on Shares for Beginners Weekend Watchlist to discuss Macquarie Telecom (ASX:MAQ) which is part of a global megatrend – data centres and the cloud. Global research and advisory firm Gartner estimates in 2022 there will be an estimated $1.3 trillion in IT spend that will be affected by the shift to the cloud and this figure is expected to grow in the low double digits for years to come.
In this article for The Inside Investor Roger looks at six companies that caught his eye in the August reporting season. With reporting season over, the market shifts its focus back to COVID-19, the percentage vaccinated, and the likely impact lockdowns will have caused on company earnings. In some cases the impact will have been a positive one, but in many cases it will have been a negative.
In this article for Canstar Roger discussed what impact the Delta variant will have on the sharemarket. There are three reasons why Roger believes investors can be optimistic about the market over the next year. Although a temporary pull-back of 10-15 per cent is always possible and should be considered a normal part of every investor’s journey.
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 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.
Ishan Dan published an article in The Inside Investor sharing Gary Rollo’s view on what makes a successful IPO. So far this year, there have been 81 IPOs with another 24 booked in for the next two months.
The Australian market has had a fantastic start to the week with some big gains in blue chip banks, mining giants and Telstra. While share prices are climbing consumer confidence is doing the opposite, so what is driving the optimism in markets? Roger joins Phil Clark on ABC Nightlife to discuss.
In this episode of ABC Nightlife Roger joined Philip Clark to discuss if the bullish conditions for equities will continue into 2022. If inflation fears and fears about interest rates going up take hold, it could cause markets to stall. Although Roger believes that long term we will be in a world of lower inflation and wage growth.