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 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.
Jonathan Shapiro wrote an article for the Australian Financial Review which discusses Apple’s revenue downgrade and mentions Andrew’s view.
In this special piece for Cuffelinks’ 200th edition, I share my top two investing insights I would give my 20-year-old self.
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.
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.
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.
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.
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.
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.
Roger joined Ann Nelson from retire well, retire happy to discuss the current market conditions and how to avoid over priced stocks.