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.
Rask Media published an article discussing After Touch Pay’s recent share price fall, taking note of Roger’s views that falling consumer confidence could have an impact on many companies exposed to consumer discretionary sending.
John Kavanagh published an article for shedconnect which discusses the ETF market. It has grown strongly over the past few years although has always had its sceptics. John mentions Roger’s most recent whitepaper discussing ETFs as a transmission mechanism for a tech stock bubble.
Damon Kitney published an article in The Australian where he interviewed Christopher Demasi to discuss the Montaka funds and the process behind the strategy.
Nicholas Grove published an article in Money Management which discusses excerpts from Roger’s latest whitepaper. Markets are currently at a fork in the road where investors may want to reconsider their strategies.
Andrew Robertson wrote an article for ABC News which discusses remuneration for executives at large companies. CBA, which is Australia’s biggest company, pays its CEO a base salary of $1.3 million, Andrew touches on Roger’s view.
In this article published in the Herald Sun, Andrew discusses that when businesses report their revenue growth, it can be a mix of organic growth, acquisitions or divestitures as well as changes due to currency translations. And why is it important to look closely at the organic growth rate.
HOUSE PRICES ARE STILL RISING IN ADELAIDE, CANBERRA AND HOBART, AND INVESTORS SAY THE PROPERTY BOOM ISN’T OVER
David Taylor wrote an article for ABC News which discusses how the headlines are dominated by steep falls in property prices along the east coast, but the property boom is alive and well in a number of cities around the country. David mentions Roger’s view, will the falls hurt Hobart and Canberra next?
Colin Kruger and Nick Toscano wrote an article in The Sydney Morning Herald which discusses how both Tabcorp and Healthscope have recently suffered from investor rebellions over executive pay and performance. Tim comments on Healthscope.
In this article published in The Australian, Roger discusses the recent market volatility. With the high-momentum growth stocks falling in a heap — just as we warned they would — investors may be considering whether value has emerged.
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?