Investor Insights

March 22, 2019

Online shopping just doesn’t add up for grocery giants

In this article for the Herald Sun Andrew identifies the increased demand for online shopping.  As online penetration continues to grow it is difficult to see how the profit margins of Woolworths and Coles can remain unscathed. Read here. The Montaka Global Funds are short Woolworths Group, Walmart and Kroger.
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March 20, 2019

Money News 19.03.2019

By Roger Montgomery

In this interview on Money News, Roger discusses the Chant West report on performance numbers for Australian superannuation funds for the first few months of the year. If we remove financials and resources from the market, would it have still rallied as much this year?
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March 19, 2019

Is this a Home Run Investment for Amazon?

By Roger Montgomery

Harje Ronngard published an article for Money Morning where he mentions Roger’s view on Appen’s recent acquisition. What happens when money is cheap and optimism is high? Read here.
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March 19, 2019

Buckle up for a bumpy ride

By Roger Montgomery

In this article for Money Magazine Roger identifies the bumpy ride that is in store for car sales. The credit squeeze and poor wage growth has caught up with showrooms. Roger identifies three companies in the sector that may be impacted. Read here.
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March 19, 2019

Sector where capturing eyeballs is value for money

By Roger Montgomery

In this article for the Herald Sun Roger takes a look at the results from the most recent reporting season. One sector doing it particularly tough is television advertising. Year on year, in the second half TV advertising went backwards by almost 5 per cent. Read here.
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March 15, 2019

Money News 13.03.2019

By Roger Montgomery

In this interview on Money News, Roger discusses why house prices could have further to fall. There are three reasons pointing to a further decline, and this might impact the third biggest employer in Australia – the construction sector.
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March 11, 2019

Trading Day Live Featuring Roger Montgomery: 8 March 2019

By Roger Montgomery

Roger joined Ingrid Willinge on Your Money’s Trading Day Live to discuss Australia’s growth outlook. Is the RBA too aggressive with its GDP forecast? The weak data we see may force the RBA to revise their forecast and maybe even cut rates.
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March 7, 2019

Money News 05.03.2019

By Roger Montgomery

In this interview on Money News, Roger discussed the results from the recent earnings season.  Those considered small caps,  the ratio of companies downgrading their guidance for the next 12 months was 3:1 and for the top 100 companies twice as many are downgrading than upgrading.  How will this play out for the general economy?
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March 5, 2019

Dividends, share buybacks boost earnings results

By Roger Montgomery

Stephen Miles published an article in the Sydney Morning Herald which takes a look at the reporting season where many firms maintained their previous profit guidance. Stephen mentions Roger’s view that market sentiment had been so negative going into reporting season, the results were interpreted as being “not as weak as expected. ” Read here.
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