Investor Insights

June 12, 2019

Private equity tower is flush amid risks galore

By Roger Montgomery

In this article for the Australian Roger discusses how each day brings more news of another huge technology IPO, often by businesses that have never made a profit – and perhaps never will. But there are new signs that this latest tech bubble could be coming to an end. Read here.
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June 5, 2019

Money News 05.06.2019

By Roger Montgomery

In this interview on Money News, Roger discusses the 0. 25 percentage point rate cut by the RBA. The last cut prior to yesterday was just under 3 years ago and the last rise was almost 11 years ago. Should we expect another cut soon?
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May 30, 2019

Money News 28.05.2019

By Roger Montgomery

In this interview on Money News, Roger discusses the difference a week has made. Since the Federal Election, property clearance rates have gone from 44 per cent to 69 per cent. Will the government be able to offset a deteriorating construction sector, or is the enthusiasm premature?
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May 22, 2019

Goods times are over

By Roger Montgomery

In this article for Money Magazine Roger discusses how a slump in building activity will hit the sales of items such as couches and carpets, taking a look at Adairs, Bacon Lighting and Temple & Webster.  Read here.  
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May 22, 2019

Money News 21.05.2019

By Roger Montgomery

In this interview on Money News, Roger discusses the impact the Federal Election had on markets. Following the surprise result we have seen a rally in the banks. Is this due to the fear of losing franking credits under a Labor government prior to the result?
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May 22, 2019

Westpac customers braced for Apple Pay

Lucas Baird published an article in the Australian Financial Review which discusses why Westpac is the only big four bank without Apple Pay functionality. Lucas draws on Stuart’s view that the resistance was probably linked to the fees Apple charges the banks. Read here.
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May 15, 2019

Money News 14.05.2019

By Roger Montgomery

In this interview on Money News, Roger discusses the recent downgrades for companies leveraged to the housing market. For those companies doing well, success is more than reflected in their share prices – leaving very little for value investors. Although which companies should you keep an eye on?
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May 10, 2019

Trading Day Live Featuring Roger Montgomery: 09 May 2019

By Roger Montgomery

Roger appeared on Your Money’s Trading Day Live to discuss whether a housing crash is ensured without any action? An increase in unemployment in the construction sector will also have an impact on the retail sector and consumer finance businesses.
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May 9, 2019

ABC Nightlife: Where to put your investment dollar

By Roger Montgomery

In this radio program with Philip Clark, Roger discusses the current state of the Australian economy. Interest rates were left on hold by the RBA, and we could soon see a big drop in construction activity – which will cause higher unemployment rates and less discretionary spending.
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