Expert: Roger Montgomery - 5 stocks he’s buying today

Roger Montgomery is the founder and Chief Investment Officer of Montgomery Investment Management. On today’s podcast he unpacks his current view on the market and shares a number of stocks he’s buying at the moment.
In this episode, we cover:
- Where to next for interest rates
- Why Roger believes now is the time to deploy cash
- Roger’s investment philosophy and stock picking process
- 5 stocks ASX Roger likes
- How Roger is approaching investing in cryptocurrency
Resources discussed:
Montgomery Investment Management website: www.montinvest.com
Roger’s best-selling investment book Value.able: Value.able by Roger Montgomery (rogermontgomery.com/valueable...)
Montgomery Small Companies Fund: Montgomery Small Companies Fund (rogermontgomery.com/valueable...)
Want to ask a question or join us on the podcast, hit us up via our website.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.
Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.

[@pvassi]

Ask roger how the Pollen and small and mid cap fund he endorses is going -40%. Only the wins are discussed.

[@dwyskeez3354]

why would you talk about a loser? get a grip

[@RobShanB]

A 50 min video with no chapters/time stamps. Plz make your vids more accessible.

[@becfurness8597]

Agreed, chapters would be really helpful. I watched the whole thing and then wanted to go back to review certain parts and it was frustrating trying to get the bits I needed.

[@peterlattimore6013]

@@becfurness8597 Just be grateful its free content...

[@Simonpt2000]

Fantastic interview. Can you do an interview with Michelle Lopez from the Pie Funds? She is also great with growth stocks

[@WishBlessing]

Thanks!

[@williamcrossan9333]

Thanks for the interview.
Yeah agree with Roger, although my fear is that Australia is going 'all in' on residential investment property.
As a result, shares are barely above levels of 16.5 years ago.

[@mrd4785]

Australian shares aren't doing well because none of the companies are growing (except via immigration - e.g. Woolworths) and productivity is continually declining. They also have very little intellectual property that is different or unique. I have met local CEOs and Board members in my time in corporate life and frankly I am not impressed. There are simply far better investment opportunities overseas. I remember when the CEO of Rio Tinto said years ago that Australia was its #1 investment destination for a decade or two, but the costs of doing business here (led by wage demands to afford housing etc.) had dragged it to #5 or worse. This put dangerous countries with less stable or mining friendly governments ahead of Australia.We have this idea now that people who hit nails with hammers and lay bricks are "skilled labour" that is worth 6 figures. Trust me, skilled labour in Germany means something different altogether. As an example, my hot water system stopped working a few months ago, so I hired a local plumber who lives less than 1km away to replace a $5 part and it took him 3 minutes. He then charged me $350! ONLY IN AUSTRALIA

[@dweller6065]

For retail investors the problem w private credit is reporting opacity and lack of trust in management's integrity. Both of these problems can be partly addressed if companies issue preferred shares. I am naive, and others can help my understanding here - why have preferred shares fallen in prominence in recent years (?) and why have their issuance not increased as private credit activity has increased?

[@NZBRG1]

Jeez that man can talk!

[@accountmanager7117]

ASX: HMI 🎉

[@peterlattimore6013]

Brilliant Content, thank you. Roger made a great explanation about speculating in BTC...I say, a door stop and paperweights are more valuable than BTC (in a time of need) For example, in the bush fires where the locals couldn't buy fuel to leave the area because the EFTPOS was down due to the power. Imagine needing to use BTC yet there was no electricity, no internet and the 3rd Party wanted physical payment!

[@jiti5034]

What is his performance record as a fund manager

[@user-cp9gm4yp2p]

RMD STO PLS RHC WBC. Those are the shares to buy

[@Simonpt2000]

STO will be a cash printing machine

[@user-kn5ly5ob1o]

Absolutely RMD & RHC will be above 25% end of 2024

[@Gayannnn-z3q]

agree with all of the above . Not sure about WBC with rates stagnant. But it's crazy people don't look at RHC with so much population growth and aging population. RMD is will hit $40 on the back of next quarter results .

[@frasersamuel2867]

You are much better to buy US growth companies. Much safer , diversified & brilliantly managed companies. Even Us dividend companies are much better. Numerous companies have been growing their dividends for over 50 years

[@estring123]

PLS is extremely overpriced, for someone reason people love this stock so much despite ridiculous p/e
IGO much better. PLS is worth 2 bucks
short pilbara

[@tonyhunter1903]

You don’t own it. You own an ETF that tracks it.

[@williamcrossan9333]

13:50: By 2026, the ASX will be at 20 year lows, with Brisbane and Perth house prices at 20 times income and rising fast!
That's all this freaking country is good for.

[@rolandnelson6722]

2026 is a long way away for Perth.

[@michaelnottas3727]

He's wrong about technicals.

[@silversun119]

Yep. Funny how the fundies always have a go too

[@larrygerry985]

TA is BS

[@exannuc]

Bro does not know what he's talking about about. He's making people think value investing is market timing. Deluded.