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.
In this article for the Australian Roger takes a closer look at the inverted US yield curve, the last three occasions the this occurred was 1990, 2000 and 2006. Since 2008, the world’s economy and its financial system is vastly different not only from just prior to the GFC but since the end of WWII. Could it be that inverted yield curves are signalling expectations of a sharp decline in inflation?
In this article for the Herald Sun Roger discusses the line of IPOs that are planning to list this year. Exuberant valuations, zero profits and knowledgeable private equity owners lining up to sell their stakes all paints a dangerous picture for stocks.
In this article for the Australian Roger discusses tech stocks and how 83 per cent of IPOs were unprofitable last year. Roger takes a closer look at companies such as Afterpay, Pushpay, Appen, WiseTech Global and Splitit.
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.
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?
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.
In this article for the Australian Roger identifies the key lessons that can be learnt from the February 2019 reporting season. There were two main themes which emerged – a group of smaller companies doing well overseas and a group that is only just entering a period of difficulty.
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.
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.”
Carrie LaFrenz published an article in the Australian Financial Review which discusses Ramsay Health Care and comments on Andreas’ view that Ramsay may not produce the growth they had previously and comments on their recent result.