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 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.
In this article published in the Herald Sun, Andrew discusses why things are about to get more challenging for brick-and-mortar retail. There are increasing costs, slowing demand and new distribution models. Are you exposed to any retail investments?
Mark Draper published an article in the Australian Financial Review which discusses Apple, Buffet owns around 5 per cent of Apple in Berkshire Hathaway so what’s behind the investment case? Mark also notes that you can own Apple through our global funds including the Montgomery Global Fund and our listed Montgomery Global Equities Fund (ASX:MOGL).
The investing process employed by Warren Buffett and Charlie Munger is striking not only for the long-term returns that have been generated, but also for its simplicity. This exclusive article for Livewire identifies three Aussie stocks that pass Buffett’s four step process.
In this article published in The Australian, Roger discusses some companies whose share prices have rallied on the back of hopes of global domination.