Montgomery also supports the long term thematic of the "EV...

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hagetaka

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16/08/22

03:18

Post #: 63130423
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Originally posted by Montalbano: ↑

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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Montgomery also supports the long term thematic of the "EV revolution...& decarbonisation", & lithium stocks etc.”
.
it’s a requirement to proclaim support for that revolutionary ideology when appearing on their abc. It’s mandatory to proclaim belief in “their science” even if you know it’s untrue. No proclamation, no audience. No different to that condescending welcome to country nonsense we hear everywhere.

WHC Price at posting: $6.55 Sentiment: Buy Disclosure: Held
18 Upvote

0 Great analysis

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