Investor Insights

February 24, 2020

Buy Hold Sell: Is this the best small-cap on the ASX?

By Roger Montgomery

In this Buy Hold Sell interview Roger joined Jessica Amir and James Gerrish to discuss four companies. A travel company that has divided market opinion, a growth stock that helps international students study here in Australia, a turnaround play in the energy sector, and a beaten down miner. Watch here.
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February 21, 2020

Money News 20.02.2020

By Roger Montgomery

Roger joined Brooke Corte on Money News to discuss the amount of money being invested in private businesses via private equity. The net assets of private equity investments is now four times the market capitalisation of the US stock market. Are we seeing a bubble form?
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February 18, 2020

Healthy strategies for infected markets

By Roger Montgomery

In this video for Livewire Roger joined Jessica Amir and James Gerrish to discuss the impact the coronavirus could have on markets and companies. They also discuss how this public health emergency could intersect with central bank policy and how investors can navigate themselves and their portfolios through these kinds of ‘Black Swan’ events. Watch here.
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February 14, 2020

Buy Hold Sell – 5 high growth ex-20 stocks

By Roger Montgomery

In this Buy Hold Sell interview Roger joined Jessica Amir and James Gerrish to discuss three of the most traded mid-caps and to share two growth ideas in this area. Watch the interview here for my thoughts on the companies. Watch here.
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February 12, 2020

ABC Nightlife Finance with Roger Montgomery

By Roger Montgomery

Roger joined Philip Clark on ABC Nightlife for the first time for 2020 to discuss the impact bushfires and the coronavirus have had on markets. Could this present a perfect investment opportunity for those who dare to be bold? Listen here.
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February 6, 2020

Money News 04.02.2020

By Roger Montgomery

Roger joined Brooke Corte on Money News to discuss the consequences of low interest rates. As people are being forced to move their money from term deposits into high risk equities, we are seeing prices being pushed higher. Although are you taking a lot of risk for a low relative return?
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January 29, 2020

Is there still juice in the Telstra thesis?

In this interview for Livewire Tim Kelley discusses Telstra.  After several years of price falls it seemed that the gap between price and value had not just closed but reversed altogether.  The issues, while real and material, have been fully priced in to Telstra shares. So what lies ahead?
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January 28, 2020

New treasures to rise from old trash

By Roger Montgomery

In this article for the Herald Sun Roger discusses tech companies which are implementing solutions to help with the world’s landfill and greenhouse gas problem. Read here.
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January 23, 2020

Money News 22.01.2020

By David Buckland

David Buckland joined Money News’ new host Brooke Corte for the first interview of the year to discuss what’s driving the share markets higher and higher. We see three reasons – a trade war settlement, Conservative party victory in the UK and interest rates staying lower for longer.
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January 21, 2020

What the fundies like (and don't) for 2020

By Gary Rollo

Mark Draper published an article for the Australian Financial Review which shares eight investment ideas to kickstart 2020. Included in the eight is Gary’s view on EML Payments, a structural growth fintech. Here’s why we like it. Read here.
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January 16, 2020

Sweet spot helping bull market rampage

By Roger Montgomery

In this article for Firstlinks, Roger discusses whether we will see a continuation of the bull market in 2020 with higher prices and expanding price/ earnings ratios.
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