Investor Insights

October 8, 2024

Ausbiz – New CEOs but same old mistakes

By Roger Montgomery

In last week’s interview with Ausbiz, we discussed the recent accusations against Coles (ASX:COL) and Woolworths (ASX:WOW) for misleading shoppers about discounts. We explored how the new leadership at both companies, with female CEO’s, might bring a more nuanced and sensitive approach to crisis management.
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October 1, 2024

ABC Newcastle Mornings – September 2024

By Roger Montgomery

In this morning’s interview with Paul Turton on ABC Newcastle Radio, the discussion highlighted concerns about the treatment of suppliers by major supermarkets. The Australian Competition & Consumer Commission (ACCC) is currently pursuing legal action against these supermarkets, accusing them of inflating prices while presenting them as “discounts.
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October 1, 2024

ABC News – What Coles and Woolies can do to rescue their reputations after fake discount claims

By Roger Montgomery

Last week, I appeared on ABC News to discuss what Coles (ASX:COL) and Woolworths (ASX:WOW) can do to rebuild their reputations after accusations of fake discount claims, which caused a drop in both share prices. Coles is set to defend itself to the Australian Compeititon & Consumer Commission (ACCC), but both companies must act quickly to regain public trust.
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September 6, 2024

Your wealth – Buffett is cashing out and cashing up

By Roger Montgomery

This week, I had the pleasure of joining Gemma Dale on the nabtrade podcast, ‘Your Wealth’. We discussed how billionaire investor, Warren Buffett has recently made headlines with a huge selldown in Apple stock. As his cash pile grows, some are wondering whether it’s time to trim exposure to equities; we delve into if Buffett has lost his touch.
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August 30, 2024

ABC Nightlife – Finance

By Roger Montgomery

This week on ABC Nightlife, I joined Philip Clark to discuss the results from the current reporting season and the outlook for the new financial year. We explored why more companies have exceeded market expectations than have disappointed. You can listen to the full interview here: ABC Nightlife – Finance with Roger Montgomery
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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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