Investor Insights

August 30, 2024

Fear + Greed: Inside profit season' success stories

By Roger Montgomery

This week, I had a great conversation with Sean Aylmer on the Fear and Greed podcast about the latest reporting season. We discussed how analysts are reassessing their views on companies and the impact of outlook statements on forecasts for the next year. With interest rates staying higher for longer, some sectors are feeling the pressure.
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August 27, 2024

Ausbiz – Two retail stocks with "promising" growth

By Roger Montgomery

In my recent interview with Ausbiz, I gave an overview of the current earnings season, shedding light on how the uncertain economic environment has influenced company performances. Despite the unclear macroeconomic picture, there has been a notable trend of companies exceeding earnings expectations.
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August 9, 2024

Ausbiz – Has the AI bubble finally burst?

By Roger Montgomery

In my recent interview with Ausbiz, I discussed the potential bursting of the AI bubble and the challenges mega tech companies face in monetising AI. I highlighted the opportunities in high-quality businesses at rational prices and emphasised the outperformance potential of small caps, driven by positive economic growth and disinflation.
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August 2, 2024

Firstlinks – What to do about the growing chorus of market correction warnings?

By Roger Montgomery

In my recent article for Firstlinks, I explore the rising concerns about a potential market correction. Since 2022, I’ve been optimistic about stocks rising despite recession fears and increasing interest rates, based on expectations of positive economic growth and disinflation. Disinflation has historically benefited innovative companies with pricing power.
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July 30, 2024

InvestmentMarkets – July investor webinar

By Roger Montgomery

Last week, I had the pleasure of participating in the InvestmentMarkets July webinar series. I joined Angelina Wu to provide an overview of the current investment markets, highlighting key trends and economic indicators.
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July 26, 2024

Ausbiz – Spotify soars like a Swift hit!

By Roger Montgomery

In yesterday’s interview on ausbiz, I discussed the growing influence of music streaming services, particularly highlighting Spotify’s (NYSE:SPOT) leading position in the market. We delved into how Spotify’s ad-free, premium offerings have bolstered its appeal, leading to a substantial increase in both market share and subscriber base, despite rising prices.
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July 10, 2024

ABC Newcastle mornings – financial insights

By David Buckland

In this week’s interview with Paul Turton on ABC Newcastle radio, we discussed the disconnect between the share market and the broader economy, noting reasonable retailer profits despite rising living costs and declining discretionary spending. We covered the interest rates and the prevalence of variable home loans in Australia.
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June 28, 2024

Ausbiz – Have discretionary stocks hit a bottom?

By David Buckland

In my recent interview with Ausbiz, I discussed the significant impact of rising inflation on renters and mortgage owners, leading to reduced discretionary spending. I provided insights into the macro landscape, noting inflation has risen to 4% and the employee living cost index is at 6. 5%.
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