Investor Insights

March 18, 2020

ABC Nightlife – COVID-19

By Roger Montgomery

In this episode of ABC Nightlife Roger joined Philip Clark to discuss what we should expect from markets down due to the coronavirus. People are panic buying in supermarkets and investors are panic selling on the stock market. With the S&P ASX 200 sinking 30 per cent from its all-time high on February 20.
Read Article
March 16, 2020

How to navigate turmoil: Don't dump stocks - as long as you have time to recover

By Roger Montgomery

Clancy Yeates published an article in The Sydney Morning Herald which discusses the view investors should take with the current market volatility. Some businesses will be affected directly by coronavirus — such as airports, airlines or travel agents — while other quality companies would emerge from the slump in reasonable shape. Read here.
Read Article
March 12, 2020

Coronavirus and a roadmap for infected investing

By Roger Montgomery

In this article for Firstlinks Roger explores the the possible paths the stock market might take in the next few weeks and months. Short-term predictions are a very high risk venture although this too shall pass. Read here.
Read Article
March 9, 2020

Why timing is everything in retirement

By Roger Montgomery

Cameron Micallef published an article in Nestegg which discusses Roger’s recent whitepaper and why older Australians who are looking to have a fruitful retirement should carefully consider timing. Read here.  
Read Article
March 6, 2020

Roger Montgomery and Stephen Koukuolas speak to The Business

By Roger Montgomery

Roger joined Stephen Koukuolas and Rachel on The Business to discuss the impact the Coronavirus is having on markets. Will we see something worse than the GCF? Or will this pass, and see markets bounce strongly when it does? Either way there will definitely be opportunities for value investors. Watch here.  
Read Article
February 28, 2020

Money News 27.02.2020

By Roger Montgomery

Roger joined Janine on Money News to discuss the coronavirus. With Australia leading the world declaring the coronavirus a pandemic, is the worst yet to come? Or will this present opportunities for patient investors?
Read Article
February 28, 2020

The capital value of being Australian

In this article for the Herald Sun Andrew identifies why the most valuable asset for an Australian investor is that they’re Australian.  Irrespective of which government is in power, our nation is by and large a free and democratic one governed by laws. Read here.
Read Article
February 28, 2020

Why rain’s no good for our meat prices

By Roger Montgomery

In this article for the Herald Sun Roger discusses why we could see an apocalyptic price increase for steaks and beef sausages if we receive more rain this year. If the prices increase, investors may have underestimated the impact on the revenue side for producers and on the cost side for customers. Read here.
Read Article
February 24, 2020

Intrinsic value key to invest

By Roger Montgomery

Meilin Chew published an article in The Weekend West which comments on Roger’s key to investing – finding businesses that can generate high rates of return on their additional capital. Read here.
Read Article
February 24, 2020

Star picks from profit season

By Roger Montgomery

In this article for the Australian, Roger shares his views on retailers, miners, technology companies and the banks. Amid bushfires and the coronavirus the environment is ripe for more surprises than we have seen, perhaps since the GFC. Read here.
Read Article
Previous Page Next Page

Funds

View all funds

Digital Assets

Australian Equities

Income

Global Equities