Investor Insights

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?
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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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August 17, 2020

Debt burden’s the price of survival

In this article for the Herald Sun Andrew questions whether the governments have an option on removing stimulus packages and support. Five months into the pandemic and one thing has become clear: eradication of COVID-19 is not a viable option for most nations.
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August 17, 2020

Caution a must as markets run away

By Roger Montgomery

In this article for the Herald Sun Roger discusses the fact that more than half a year has passed since the coronavirus emerged and many of the world’s most populous countries are failing at their attempts to flatten their curves.
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August 17, 2020

Butterfly effects flood in from Berlin to Beijing

In this article for the Herald Sun Andrew discusses how developments abroad impact much of what is happening here in our own economy.  As foreign capital has been pushed into the Australian economy, household borrowing costs have declined, access to credit has become easier and, perhaps not surprisingly, housing prices have increased. Read here.
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August 17, 2020

Qantas shows no V-shaped recovery

By Roger Montgomery

In this article for the Herald Sun Roger discusses the decision from Qantas to cut 6000 staff and a further 15,000 people will remain stood down and 100 aircraft would be grounded for 12 months.  Read here.
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August 17, 2020

Ross Greenwood’s the money minutes 16.08.2020

By Roger Montgomery

Roger joined Ross Greenwood on The Money Minutes for a run through of the first week of the Australian reporting season. So far, results don’t look too bad although the fear is these results are still looking in the rear-view mirror. Many companies have been unwilling to provide guidance for the next 12 months.
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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?
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