

Buy or Sell: Roger Montgomery - Cochlear, Telix, Life360, Pinnacle & more
34 snips Jun 16, 2025
Roger Montgomery, Founder and Chief Investment Officer at Montgomery Investment Management, shares his expert insights on navigating the financial markets. He discusses promising companies like Telix Pharmaceuticals and CBA, analyzing their growth potential amidst fluctuating investor sentiments. The conversation dives into the evolving automotive sector, contrasting traditional vehicles with the rise of electric cars. Montgomery also highlights investment opportunities in Pinnacle Investment Management and AUB Group Limited, providing listeners with valuable strategies for informed decision-making.
AI Snips
Chapters
Transcript
Episode notes
Market Trends & Volatility Insight
- Historically, three consecutive double-digit stock market gains are rare, happening only once in the last 100 years.
- Markets show biggest volatility and drawdowns under Republican presidents due to initial high expectations and later disappointment.
Investing Theme Song Anecdote
- Roger Montgomery's investing theme song is "The Gambler" by Kenny Rogers.
- It reflects knowing when to hold or fold investments, symbolizing decision-making in investing.
Telex Pharmaceuticals Growth Insight
- Telex Pharmaceuticals' primary prostate cancer diagnostic product revenue grows over 50% annually and gains market share.
- There's potential expansion into other oncology areas like brain and kidney cancer driving stock price.