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Roger Montgomery's Four Stock Picks

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Manage episode 409193982 series 1433535
Indhold leveret af audio@news.com.au and The Australian. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af audio@news.com.au and The Australian eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

The ASX just hit a new record and the markets are on a roll: So what should investors be looking for? AI-themed technology stocks and - believe it or not - consumer discretionary companies, says fund manager Roger Montgomery.

In today's episode, we cover:

  • Why is the share market on a bull run?
  • AI hopefuls - Macquarie Technology and Megaport
  • Consumer favourites - Lovisa Jewellery and ARB
  • Does Bunnings have too much power?

Fund manager Roger Montgomery of Montgomery Investment Management joins wealth editor James Kirby in this episode

See omnystudio.com/listener for privacy information.

  continue reading

419 episoder

Artwork
iconDel
 
Manage episode 409193982 series 1433535
Indhold leveret af audio@news.com.au and The Australian. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af audio@news.com.au and The Australian eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

The ASX just hit a new record and the markets are on a roll: So what should investors be looking for? AI-themed technology stocks and - believe it or not - consumer discretionary companies, says fund manager Roger Montgomery.

In today's episode, we cover:

  • Why is the share market on a bull run?
  • AI hopefuls - Macquarie Technology and Megaport
  • Consumer favourites - Lovisa Jewellery and ARB
  • Does Bunnings have too much power?

Fund manager Roger Montgomery of Montgomery Investment Management joins wealth editor James Kirby in this episode

See omnystudio.com/listener for privacy information.

  continue reading

419 episoder

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