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.

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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04 Oct 2018

RISING COSTS AND WEAKENING DEMAND SQUEEZE RETAILERS

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?

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02 Oct 2018

WHY WARREN BUFFETT LIKES APPLE

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). 

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28 Sep 2018

THREE AUSSIE STOCKS THAT PASS THE BUFFETT PROCESS

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.

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22 Sep 2018

BUYER BEWARE: HIGH VALUATIONS BASED ON UNREALISTIC GROWTH HOPES

In this article published in The Australian, Roger discusses some companies whose share prices have rallied on the back of hopes of global domination. 

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