Investor Insights

August 7, 2019

Money News 06.08.2019

By Roger Montgomery

In this interview on Money News Roger joined Ross Greenwood to discuss the market meltdown caused by China de valuing their currency. Another topic of discussion is earnings season. Will we see a lot of companies with poor outlook statements?
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August 5, 2019

The economics of enough

By Roger Montgomery

Roger joined Patrick Poke on Livewire’s podcast The Rules of Investing to discuss what “quality” really means to him, some lessons on late cycle investing from Buffett himself, and two outwardly-similar companies with very different long term prospects.
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August 1, 2019

What’s next for Telstra?

This time last year we shared our investment thesis on Telstra and highlighted three sources of potential upside which we thought the market had not priced into the shares. In this article for Livewire Tim shares his views on why we continue to see opportunities for Telstra to improve its earnings in the medium term.
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July 31, 2019

Money News 30.07.2019

By Roger Montgomery

In this interview on Money News Roger joins Ross Greenwood to discuss current market conditions. With interest rates declining and stocks at all-time highs, is it time to be cautious?
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July 31, 2019

Where is the market heading?

By Roger Montgomery

In this interview for Switzer TV, Roger joins Peter Switzer to discuss exactly where the market is at right now. Low interest rates are pushing equities higher creating a challenge for value investors.  Although, if we take a look overseas, there are a lot more opportunities.
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July 25, 2019

Banking cop zeros in on gratuitous bank boss bonuses

By Roger Montgomery

In this radio interview I joined Linda Mottram at the ABC to discuss APRA’s recent announcement to crack down and propose a range of measures for Bank executives to do the right thing, even by potentially taking back previous bonuses. Listen here.
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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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