Investor Insights

July 24, 2019

Money News 23.07.2019

By David Buckland

In this interview on Money News, David Buckland joined John Stanley to discuss the evolving media and advertising landscape.  Google, Facebook, Alibaba and Tencent have a collective market cap of US $2. 2 trillion, which is 50 per cent larger than the top 300 stocks in Australia. Where are the opportunities in digital platforms?
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July 18, 2019

Cash in on ridiculous prices

By Roger Montgomery

The search for the highest returns in Australian equities has been concentrated in a small group of companies now known as WAAAX stocks. These companies are expected to earn just $162 million in the 2019 financial year from $1. 9 billion in revenue but Afterpay and Xero don’t make any money at all. Here’s my thoughts on them.
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July 18, 2019

When seemingly bad news might actually be good news

In this article for the Herald Sun Andrew takes a closer look at the recent Challenger announcement to abandon the group’s return-on-equity target, the market did not take kindly wiping off 16% of Challenger’s market cap over 24 hours. Was this news hiding something good for the company’s future? Read here.
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July 17, 2019

Money News 16.07.2019

By David Buckland

In this interview on Money News, David Buckland joined John Stanley to discuss China’s economy and how the African Swine Fever epidemic, affecting China’s 25 provinces, could benefit Australian exports of beef and lamb.
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July 10, 2019

Money News 09.07.2019

By Roger Montgomery

In this interview on Money News, Roger and Ross talk tax cuts. Treasurer Josh Frydenberg is hoping the newly-passed tax cuts will give the economy the shot in the arm it sorely needs. Will confidence return to the economy as the tax cuts stimulate economic activity?  
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July 4, 2019

Driverless cars head towards road bumps

By Roger Montgomery

In this article for the Australian Roger questions how realistic it is to accept that the world will soon be overrun by robotaxis, autonomous road trains and autonomous wheelie bins.
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July 3, 2019

Insane prices as private equity quits market

By Roger Montgomery

In this article for Cuffelinks Roger discusses the 25 tech companies that have IPO’d  in the US this year, raising US$19 billion. Prices for many listed and unlisted companies have reached insane levels. This will end badly, but when? Read here.
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July 2, 2019

From currency to computers

By Roger Montgomery

In this article for Money Magazine Roger takes a look at companies that offer investors the chance to profit from strong business growth and a group of companies that are exposed to the booming demand for software and data. Read here.  
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July 2, 2019

Pain on the way for discretionary retail sector

By Roger Montgomery

In this article for the Herald Sun Roger provides an update on the housing market and the impact on retail. Housing approvals have collapsed roughly 40 per cent from a peak annual run rate of 280,000 dwellings Australia- wide. How much will this impact the retail sector? Read here.
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June 27, 2019

Why are so many equity investors bearish about property?

By Roger Montgomery

Veronica Morgan & Chris Bates host the The Elephant In The Room Property Podcast with Roger joining to discuss how to apply the principles of value investing to the property market.  Listen here. (60 minutes) Here’s a snapshot of what you’ll learn from listening: How to identify the 3 phases to a boom in the market.
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