Media

Netwealth Webinar: 16 March 2017

Successful Value Investing in Small and Mid-cap Stocks

Steve Johnson presented a webinar via Netwealth on some tips for successful value investing. Listen to the webinar here.

Sky Business: 13 March 2017

The Ticky Fullerton Show on Sky Business

Steve Johnson and James Daggar-Nickson discuss the impact of interest rates rising globally and how this affects economic growth on Ticky’s show, Sky Business.

Sky Business: 9 March 2017

Oil Markets, Volatility and the Australian Economy

Steve Johnson discusses the oil markets, volatility in the markets (or lack of it) and the Australian economy on Sky Business News.

Sky Business: 6 March 2017

The Ticky Fullerton Show on Sky Business

Steve Johnson and James Daggar-Nickson discuss regulatory risk in the education, health and banking sectors on Ticky’s show, Sky Business.

 

Sky Business: 2 March 2017

US Economy, Macmahon and European Banks

Steve Johnson discusses news on the US economy, Macmahon’s new contract in Indonesia and European banks on Sky News Business.

Sky Business: 27 February 2017

The Ticky Fullerton Show on Sky Business

Steve Johnson discusses QBE, Macmahon and Europe on the Ticky Fullerton Show on Sky Business.

Sky Business: 23 February 2017

Earnings Season in Australia – continued

Steve Johnson discusses some of the results in this morning, including Crown Resorts, Estia Health and Isentia Group on Sky Business News.

Sky Business: 20 February 2017

The Ticky Fullerton Show on Sky Business

Steve Johnson appears alongside James Daggar-Nickson on the Ticky Fullerton show discussing Brambles, Telco companies and the withdrawal of the Kraft takeover offer for Unilever.

Sky Business: 16 February 2017

Earnings Season in Australia

Steve Johnson discusses some of the recent results announced during the current reporting season, including South32, Tatts, Origin and Service Stream on Sky Business News.

Sky Business: 9 February 2017

AMP, Oil and Australia’s Housing Market

Steve Johnson discusses AMP’s results, shale oil and the housing market in Australia.

Sky Business: 2 February 2017

GBST share price and takeover offer for Macmahon

Steve Johnson discusses the movement in GBST’s share price and CIMIC’s takeover bid for Macmahon on Sky Business News.

AFR Personal Finance: 30 January 2017

Investors, like tennis players, need to be patient

Steve Johnson writes for the AFR on why investors must be patient in the current market, but be ready to act when opportunities for bargains arise.

Sky Business: 22 December 2016

Market Forecasts, Bellamy’s and Italian Banks

Steve Johnson discusses not making market forecasts, the fate of Bellamy’s this year and banks in Italy on Sky Business News

Forager Funds: 16 December 2016

ASX Listing Media Release

The official media release from Forager about listing the Australian fund on ASX

Sky Business: 1 December 2016

Oil and Executive Pay

Steve Johnson discusses the news that Opec will cut oil output and its effect on the market. The topic of executive pay is also covered in this Sky Business interview.

Livewire Markets: 18 November 2016

Buy Hold Sell: Resources on a run

Steve Johnson and Peter Hall from Hunter Hall give their views on a number of mining services stocks that have been star performers during 2016.

Sky Business: 17 November 2016

Russell Index and US Markets

Steve Johnson discusses what has been happening with the Russel index, US markets since the presidential election and the oil and gas markets.

Sky Business Live: 11 November 2016

Interviews with Investment Leaders outside the Sohn Conference

Steve Johnson guests hosts Sky Business Live at the Sydney Opera house, interviewing Howard Marks, Kerr Neilson and Shane Finemore outside the Sohn Hearts and Minds Investment Conference.

Sky Business: 10 November 2016

The US Election and the Impact on Markets

Steve Johnson discusses the election of Trump and the overnight impact on the markets, as well as future implications.

Livewire Markets: 9 November 2016

Expert Insights: Investing in the Trump era

Steve Johnson from Forager Funds and Peter Hall from Hunter Hall discuss investing in the Trump era and how this political event could impact the outlook for interest rates and US stock valuations.

Sky Business: 3 November 2016

Adairs and US Interest Rates

Steve Johnson discusses Adairs and interest rates in the US on Sky Business News

Sky Business: 27 October 2016

NAB and the Current AGM Season

Steve Johnson discusses National Australia Bank and the current AGM season on Sky Business News

Sky Business: 20 October 2016

The Big Banks and US Reporting Season

Steve Johnson discusses the big banks in Australia and US reporting season on Sky Business News

Switzer Media – August 2016

International Investing Masterclass

Steve Johnson of Forager Funds talks about investing in international companies with Paul Ricard of Switzer in the Switzer “International Masterclass”.

Sky Business: 8 September 2016

Apple, Brexit and the Forager Australian Shares Fund

Steve Johnson speaks with Nadine Blayney on Sky News discussing the latest developments at Apple, the aftermath of Brexit, and the intention to close the Forager Australian Shares Fund and list it on the ASX.

ABC The Business: 7 September 2016

The Future of the Forager Australian Shares Fund

Steve Johnson of Forager Funds discusses with Ticky Fullerton of the ABC the intended closure of the Forager Australian Shares Fund to new investments and the plans to then list on the ASX.

ABC The Business: 16 August 2016

BHP Billiton $8bn Loss

Steve Johnson discusses the BHP Billiton result on the ABC and talks about the risks of investing in small to mid-cap stocks verses blue chip companies.

Livewire Markets: 19 August 2016

Buy Hold Sell: Where’s the Value?

Steve Johnson from Forager Funds and Stuart Jackson from Montgomery Investments talk with Matthew Kidman about whether certain stocks offer growth, but at a reasonable price.

AFR Personal Finance: 15 August 2016

Investors Get Little Reward from Complexity

Steve writes for the AFR explaining why the best investment ideas are often the most simple and why there is often little reward for complexity.

ABC News 24: 8 August 2016

US Employment and Reporting Season

Steve Johnson from Forager Funds comments on the US Employment figures and the current reporting season in Australia

ABC The Business: 19 July 2016

Reporting Season – Risks Ahead

Steve Johnson comments on the upcoming reporting season on the ABC and outlines some of the risks ahead for the economy.

ABC Radio: 25 July 2016

Woolworths Jobs on the Radio

Daniel Mueller comments on the announced Woolworths’ profit forecasts and job losses on ABC radio.

ABC News: 27 June 2016

The Implications of Brexit

Steve Johnson of Forager Funds discusses the implications of Brexit on Europe and the global economy with Ros Childs of the ABC.

The Australian Business Review: 18 June 2016

New breed of smaller fund manager eyes offshore value

Glenda Korporaal from The Australian speaks to Steve Johnson about how he goes about finding different types of opportunities internationally, including some interesting stock stories.

AFR Personal Finance: 14 June 2016

How to spot a turnaround (and avoid a turkey) when investing

Steve’s article in the AFR talks about four key things to look for in a company that may turnaround its fortunes. And also four turnaround picks for the coming year.

AFR Personal Finance: 18 May 2016

The case for investing in accounting software

Steve Johnson writes for the AFR on the rise of Xero, MYOB and Reckon – accounting software for small to medium sized businesses.

Livewire Markets: 2 May 2016

Expert Insights: Protecting your portfolio from poor thinking

Matthew Kidman is joined by Steve Johnson of Forager Funds and Romano Sala-Tenna from Katana Asset Management, discussing the psychology of dangerous investor biases and how these might be overcome.

AFR Personal Finance: 11 April 2016

Why investors should not support Telstra’s global expansion

Steve Johnson writes for the AFR about Telstra’s proposed investment in the Philippines and the shareholders reaction to these plans.

AFR Personal Finance: 1 December 2015

Forager looks for value in global juggernauts, Google, eBay, Lloyds Bank

Sally Patten from the AFR met with the International Fund team from Forager to discuss where they search for value globally, and some of the stocks that have come to be in the portfolio.

ABC’s The Business: 6 Oct 2015

That Sinking Feeling for Dick Smith Investors

Steve Johnson discusses the private equity “heist” of the Dick Smith float on the share market.

Livewire Markets: 24 Feb 2016

Buy Hold Sell: Fallen Angels

James Marlay of Livewire presents with guests Steve Johnson from Forager Funds and Roger Montgomery of Montgomery Investments about their current views on some big companies who’s share prices have fallen recently.

Australia’s Best Young Fund Managers – AFR July 2014

Forager’s Steve Johnson was identified as one of Australia’s top young fund managers by Smart Investor in July 2014. Read about his development as a value investor and lessons learned growing up on a farm.

Livewire Markets: 19 Feb 2016

Buy Hold Sell: Reporting Season

James Marlay is joined by Steve Johnson from Forager Funds and Roger Montgomery of Montgomery Investments, reviewing some stocks post reporting season.

AFR Markets – 26 Oct 2015

Think twice before changing CGT

Steve Johnson writes for the AFR

Livewire Buy Hold Sell: 3 Oct 2015

Housing Construction Stocks

Steve Johnson of Forager Funds discusses with Matthew Kidman and Ben McGarry housing construction stocks. Are we past the peak in Australia?

Livewire Markets: 1 Oct 2015

The Outlook for IPOs

Matthew Kidman hosts Steve Johnson of Forager, along with Ben McGarry in the regular market insights discussion. The topic of the day is the current flurry of IPOs, despite the markets having dropped recently.

AFR Markets: 28 Sep 2015

Why it’s too late to sell mining stocks but not too early to buy

Steve Johnson writes for the AFR

ABC’s The Business: 7 Apr 2015

In the studio with Steve Johnson

The All Ordinaries index closed 23 points up at 5893. Big miners BHP Billiton and Rio finished the session up but smaller miners have been hit hard by the iron ore crash. Steve Johnson from Forager Funds speaks to Ticky Fullerton.

Livewire: 2 April 2015

Iron Ore and Oil: Just how low can they go?

Matthew Kidman hosts Steve Johnson from Forager Funds and Tim Carleton from Auscap Asset Management in our regular thematic discussion. Iron Ore continues to defy expectations and move lower. BHP, RIO, Vale and FMG have all opened the production floodgates and combined with the slow down in China the back drop looks challenging. The story in energy markets has also been well documented. Record inventories and continued supply growth has seen oil prices on a slippery slope south. We ask our panellists for their take on a highly topical investment theme.

ABC’s The Business: 16 Mar 2015

In the studio with Steve Johnson

Steve Johnson from Forager Funds speaks to Ticky.