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.
Vesna Poljak published an article in the Australian Financial Review which discusses our Kraft Heinz short thesis. We believe changing consumer tastes and unrealistic market expectations have created a golden opportunity to go against a large group of stocks.
Jonathan Shapiro published an article in the Australian Financial Review where he discusses how one of Buffett’s biggest positions, Kraft Heinz fell 30 per cent after it made a host of horror revelations. Jonathan mentions how the Montaka funds have been actively betting against Kraft Heinz.
In this article published in the Herald Sun, Andrew discusses the upcoming Australian election. The data is pointing to a meaningful probability that Labor will displace the Coalition to form a new government, if this is the case what will it mean for the economy?
Record levels of debt accompanied by declining asset prices means we have entered a deleveraging phase putting other spending on the backburner. In this article for Cuffelinks Roger identifies the reason behind this.
Rod Myer published an article in The New Daily where he discusses the increase in Superannuation funds, with the median growth fund gaining 2.5 per cent in January. So where will things go from here? Rod notes David’s view that the cause of low rates is synchronised global growth declines.
In this article for the Australian Roger identifies why the recent rally is so hard to justify and investors should expect more volatility. A terrible drought, retreating house prices, evaporating consumer confidence, a wobbling Chinese economy, consecutive downgrades to global growth by the IMF, decelerating domestic economic growth and a slower pace of US corporate earnings growth all suggest higher share price multiples are difficult to justify.
Roger joined James Daggar-Nickson on Your Money to discuss their impressions on the reporting season. JB Hi-Fi is seen as a bellwether for retail, consumer confidence and the overall Australian economic wellbeing so what conclusions can we draw from their result?
In this article for Livewire Roger takes a look at JB Hi-Fi’s half year results. On the surface, it appears they are trading at a small discount to our estimated intrinsic value range but will negative sentiment return? You can find my key takeaways from the result.
In this article published in the Herald Sun, Roger questions the market volatility experienced in the last quarter of 2018. We saw substantially lower share prices and this may have tempted some investors to dive back in. But before reinvesting it might be worth considering where values sit.
In this article for Money Magazine Roger discusses how both investors and shoppers could be winners as online retailers conquer new territory.