Roger joined Kylie Purcell, Finder’s Investments Editor to discuss how Coinbase has performed since its April 2021 IPO and the outlook for the business in the year ahead. As one of the largest cryptocurrency exchanges, Coinbase is profitable now but whether that continues is largely dependant on the value of cryptocurrencies and if the popularity of these alternate assets continues.
In this episode of ABC Nightlife Roger joined Philip Clark to discuss how U.S. stocks hit a one-month low on Tuesday as speculation that rising inflation pressure could prompt interest rate hikes. Technology stocks were among the biggest losers, mirroring a sell-off in China, where talk of tighter regulation sent technology shares sliding. With current and intermittent weakness in the share prices of high quality companies, is this a buying opportunity?
Rod Myer published an article in The New Daily discussing how in May, Westpac, NAB and ANZ all reported rises in their half-yearly cash profits that were up at least 45 per cent. Shareholders are being rewarded with dividend rises and improving share prices. So, how have the banks been pushing up their profits when the business of lending money is so flat? Stuart Jackson comments.
Roger joined Alec Renehan and Bryce Leske on Equity Mates Watchlist Wednesday to discuss three stocks on Roger’s watchlist. You can hear Roger’s thoughts on Scentre Group, Uniti Wireless and Macquarie Telecom in this video.
In this article for Firstlinks Roger discusses why 2021 has the potential to be a great year for equities. Since the beginning of the year, the S&P500 is up more than 11 per cent, the NASDAQ 8.5 per cent, and the S&P/ASX200 6 per cent higher. There are several themes with investment merit.
In this episode of ABC Nightlife Roger joined Philip Clark to discuss the current state of the economy and markets. Equity markets have enjoyed a solid start to the year with Australian shares up this year around 6 per cent and US shares up around 10 per cent. What are the best sectors of the market to focus on? And will we see a temporary spike in inflation?
Roger joined Peter Switzer on Switzer Daily to discuss three high quality small caps that have been sold off and treated like COVID winners. Should these companies be on your watchlist? You can hear Roger’s 10-minute interview from 0.41 in this video.
Maria Bekiaris published an article for Canstar which identifies top tips from 10 experts for anyone investing in shares or ETFs for the first time. Andreas discusses diversification and why a beginner investor should spread their holdings to some extent but also keep in mind that excess diversification does not reduce portfolio risk.
Yolanda Redrup published an article in the Australian Financial Review discussing Airtasker’s decision to list on the ASX. As part of a non-deal roadshow prior to Christmas, Airtasker sought advice from Gary Rollo, and as quoted by the Australian Financial Review noted the first point of call was Gary Rollo, who Chairman James Spenceley trusted to ask the tough questions, “He’s a tough investor and gave strong feedback that it was a high quality business, so we knew we were on the right track then.”
In this article for Finder Roger discusses how rate changes can affect your assets, including bonds, property and shares. You can learn more about interest rates in Australia and how they work in this article.
Cara Waters published an article in The Age and comments on Gary’s view that the investment the Montgomery Small Companies Fund is making in this business as a cornerstone investor is going to be over the course of multi years. There are some questions being asked of tech but the long term picture is what will eventually bring investors back to the tech sector.
Clancy Yeates published an article in Brisbane Times discussing how we are now living in a “low-return world” and comments on Roger’s view that there are still opportunities for better returns in specific sectors of the sharemarket, such as stocks than are likely to benefit from the re-opening of international borders, or some data-centre operators.