ROGER MONTGOMERY « Re-inventing the way you invest
WEBIn 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.” Despite these allegations, the ...
Market volatility and the unbottling of ‘turning points’
WEB2 days ago · Roger Montgomery is the Founder and Chairman of Montgomery Investment Management. Roger has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and stockbroking. Prior to establishing Montgomery, Roger held positions at …
ROGER MONTGOMERY « Re-inventing the way you invest
WEBJune 5, 2024. The restaurant and cafe segment of the hospitality industry holds some sway with government, with its 110,000 venues generating $64 billion in annual revenue. Additionally, it is one of the country’s largest employers of young people. With tougher trading conditions, increasing rents and costs of inputs, the sector is facing ...
ROGER MONTGOMERY « Re-inventing the way you invest
WEBNavigating GDP decline and investment solutions. September 6, 2024. In this week’s video insight, I discuss Australia’s sluggish economic growth, marked by six consecutive quarters of gross domestic product (GDP) decline per capita – the worst result since the early 1980s, outside of the COVID-19 pandemic. I explore how rising interest ...
The three-bucket strategy for building a retirement portfolio
WEBSep 6, 2023 · Enter the “Bucket Methodology” in retirement asset management, a brainchild of the renowned U.S. financial strategist Harold Evensky. This strategy offers a blueprint for retirees to maximise their financial assets and the chances for a stable retirement income long after retirement. Some retirees are fixated on income-centric models.
ROGER MONTGOMERY « Re-inventing the way you invest
WEBThis 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… Continue reading →
If you are an income investor, it pays to think long-term
WEBFeb 22, 2023 · Let’s start with the company described in Table 1 by making some minor assumptions. First, we assume the business is able to generate a ROE of 20 per cent sustainably. Second, we can buy and sell the shares on an unchanged price earnings (P/E) ratio of 10 times. The final assumption is a payout ratio of 100 per cent.
Market commentary - ROGER MONTGOMERY
WEBAug 1, 2024 · Good news for small caps! August 1, 2024. My prediction, for what it is worth, remains that small-caps should outperform their large-cap brethren, and conditions appear supportive for the share prices of innovative companies with pricing power and growth until the beginning of 2026. continue…. by Roger Montgomery Posted in Market commentary.
How to maximise your returns in 2024 and beyond
WEBFeb 5, 2024 · Roger Montgomery is the Founder and Chairman of Montgomery Investment Management. Roger has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and stockbroking. Prior to establishing Montgomery, Roger held positions at …
A strong start to 2024 - ROGER MONTGOMERY
WEBApr 8, 2024 · A strong start to 2024. The S&P500 is up 10 per cent in the first quarter of calendar 2024. Another useless fact is that the S&P 500’s rally set 22 new records in 2024 alone, and its market value has grown by over U.S.$9 trillion since late October.