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 ReviewThe Australian and the ABC. Click any of the links below to read or watch the team's investing insights.

09 Nov 2018

WHY COMPANY BOARDS REWARD MEDIOCRITY WITH BONUSES FOR EXECUTIVES

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. 

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07 Nov 2018

NOT ALL GROWTH IS EQUAL, EVEN IF IT’S ORGANIC

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.

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03 Nov 2018

TWO STRIKES AND STILL HITTING: PAULA DWYER’S TOUGH RUN THIS RACING SEASON

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.

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03 Nov 2018

ARE WE AT THE BEGINNING OF A LONG GRIND LOWER?

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.

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30 Oct 2018

Are there profits from the 5G revolution?

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?

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20 Oct 2018

INVESTORS, TAKE ADVANTAGE OF THE CALM TO REASSESS, RAISE CASH BEFORE STORM HITS

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? 

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18 Oct 2018

SHARE MARKET CORRECTION WILL SKITTLE THE KINGPINS, TOO

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?

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17 Oct 2018

TELSTRA CORPORATION LTD (ASX:TLS) CONFIRMS FY19 GUIDANCE AND DEFENDS CEO PAY

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.

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15 Oct 2018

PROFIT POOL SET TO SHRINK

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? 

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12 Oct 2018

COOL ON SCHOOL: NAVITAS BID FAILS TO EXCITE INVESTORS

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.

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