The Montgomery team are regularly called upon to write and comment for major newspapers and websites, news channels and radio stations, including the Australian Financial Review, The Australian and the ABC. Click any of the links below to read or watch the team's investing insights.
Andrew Robertson wrote an article for ABC News which discusses remuneration for executives at large companies. CBA, which is Australia’s biggest company, pays its CEO a base salary of $1.3 million, Andrew touches on Roger’s view.
In this article published in the Herald Sun, Andrew discusses that when businesses report their revenue growth, it can be a mix of organic growth, acquisitions or divestitures as well as changes due to currency translations. And why is it important to look closely at the organic growth rate.
Colin Kruger and Nick Toscano wrote an article in The Sydney Morning Herald which discusses how both Tabcorp and Healthscope have recently suffered from investor rebellions over executive pay and performance. Tim comments on Healthscope.
In this article published in The Australian, Roger discusses the recent market volatility. With the high-momentum growth stocks falling in a heap — just as we warned they would — investors may be considering whether value has emerged.
In this article for Cuffelinks Roger discusses fifth generation (5G) technology and the offer of radically faster 5G speeds. Nearly 80 per cent of the estimated US$350 billion spend on 5G infrastructure will be on hardware and network transformation projects. 5G will produce some winners and many losers, where are the opportunities?
In this article published in The Australian, Roger discusses the most recent best performing stocks. The gap between the highest performing and the lowest has continued to widen. Economic conditions are currently benign and backward looking measures such as GDP suggest the economy is growing solidly, although when will this change?
In this article published in the Herald Sun, Roger discuses the wide gap between the cheapest and most expensive stocks. What history tells us, however, is the gap is cyclical and will converge again. How?
Jaz Harrison wrote an article in Rask Media which discusses Telstra’s Annual General Meeting and mentions Tim’s view on Telstra’s executive pay.
In this article published in Money Magazine, Roger discusses the banks. As it is the most widely held sub-sector of the market for private investors, Roger takes a closer look. Are there some tough times ahead?
Robert Bolton wrote an article in the Australian Financial Review which discusses the Navitas takeover, after rejecting a $2 billion bid from a consortium led by private equity firm BGH Capital.