Roger Montgomery has 3 decades experience in financial markets in Australia, & has written in the AFR, The Australian, Age/SMH etc. He, also, is often a guest on ABC programs.
He is also a Fund Manager, applying Value principles- but is very wary a market crash is a real possibility.
In this ABC NightLife program, with ABC host P.Clarke, on 19.7.22, he suggests there may be a level of "safety" in the current markets by investing in stocks "that have structural tailwinds behind them"- including "coal & oil stocks"(&, I assume, gas), which "are needed to transition to renewables, which will take longer than many expect...There has been underinvestment in oil & coal, there are shortages".
These are called "sin stocks" by Clarke, & Montgomery is gently rebuked.
Montgomery also supports the long term thematic of the "EV revolution...& decarbonisation", & lithium stocks etc.
(Disclosure: This is also my Investment Thesis, & I follow Montgomery closely. Confirmation Bias, most probably)
https://rogermontgomery.com/abc-nightlife-is-australia-heading-into-recession/?utm_source=newsletter&utm_medium=email&utm_campaign=julysummary&utm_id=rmsummary
(Click on "here", in red- then go to 44 minutes 20 seconds- 48 minutes 20 secs)
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Last
4.0¢ |
Change
0.000(0.00%) |
Mkt cap ! $119.6M |
Open | High | Low | Value | Volume |
4.1¢ | 4.3¢ | 4.0¢ | $137.9K | 3.343M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
5 | 1528345 | 4.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
4.1¢ | 201848 | 4 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
3 | 1158345 | 0.040 |
5 | 602295 | 0.039 |
5 | 223128 | 0.038 |
2 | 126310 | 0.037 |
1 | 14000 | 0.036 |
Price($) | Vol. | No. |
---|---|---|
0.041 | 201848 | 4 |
0.042 | 86814 | 3 |
0.044 | 403072 | 4 |
0.045 | 1238073 | 6 |
0.046 | 770000 | 4 |
Last trade - 11.50am 29/07/2024 (20 minute delay) ? |
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