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.

04 Jan 2019

7 QUESTIONS WITH ROGER MONTGOMERY

In this exclusive piece for Livewire Roger discusses his take on several issues in the market. Including where he is deploying cash after the recent sell off, which sectors and stocks are likely to be worst affected by the housing correction, and why he’s changed his view on Telstra.

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03 Jan 2019

SHOCK APPLE DOWNGRADE WORRIES GLOBAL INVESTORS

Jonathan Shapiro wrote an article for the Australian Financial Review which discusses Apple’s revenue downgrade and mentions Andrew’s view. 

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20 Dec 2018

WHAT TWO INVESTING INSIGHTS WOULD YOU GIVE YOUR 20-YEAR-OLD SELF?

In this special piece for Cuffelinks’ 200th edition, I share my top two investing insights I would give my 20-year-old self. 

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20 Dec 2018

THE BEST BUSINESS BOOKS OF 2018, ACCORDING TO INVESTORS

Bo Seo published an article in the Australian Financial Review which shares a list of the top business books, my selection was Mastering the Market Cycle: Getting the Odds on Your Side by Howard Marks. 

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15 Dec 2018

TRUE RETAIL BARGAINS MAY BE SOME WAY OFF STILL

In this article published in The Australian, Roger takes a look at the retail sector, a quick scan reveals both tough times and the possibility of value. We believe true value for retail stocks remains below current prices. Of course, further falls, if they emerge, could produce bargains, and investors would be wise to look well ahead.

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12 Dec 2018

TV – THE END OF THE WORLD AS WE KNOW IT?

When a technology advances, bringing down prices, it opens new markets. The S&P500 Media & Entertainment index recently slid 15% from its all-time highs. In this article for Cuffelinks Roger discusses the traits that investors need to be aware of to ensure the don’t fall for a potential value trap.

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07 Dec 2018

BANKS’ SHARE PRICES HAVE TUMBLED BUT ARE THEY CHEAP?

Emily Stewart published an article in ABC News which discusses the future of Australia’s big four banks. It’s been a bad year for them so what’s ahead? Emily draws on Roger’s view that at the current prices the banks look reasonable. 

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04 Dec 2018

KEEP A WEATHER EYE OPEN AS YOU NAVIGATE VAST GLOBAL SEAS

Choosing businesses in which to invest is, in many ways, like choosing which boat you would take across a vast ocean. In this article published in the Herald Sun, Andrew discusses how to navigate the vast global seas.

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04 Dec 2018

WHY CASH IS BACK, WEARING ITS CROWN

In this article published in The Australian, Roger discusses why holding cash in the current market conditions is most valuable.  A simple rule to remember when it comes to investing is this: the higher the price you pay, the lower your returns. 

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22 Nov 2018

HOW TO AVOID OVERPRICED STOCKS TO GUARD YOUR NEST EGG

Roger joined Ann Nelson from retire well, retire happy to discuss the current market conditions and how to avoid over priced stocks.

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