One of the unpleasant realities of equity market investing is that, from time to time, a portfolio company will deliver disappointing news and suffer a rapid and dramatic decline in market value. These “torpedo stocks” are not only psychologically painful, but can also impact significantly on returns. It is sometimes said that the secret to outperformance is less about finding the big winners, and more about steering clear of the big losers. Continue…

by Tim Kelley Posted in Editor's Pick, Market commentary, Montgomery News and Updates.

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In this interview with Ross Greenwood, Roger Montgomery discusses Chinese demand for Bellamy’s and Blackmores. 

by Roger Montgomery Posted in Radio.

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With reporting season out of the way, we now can continue our series in small cap stocks.

One clear outperformer has been Bellamy’s Australia Limited (ASX: BAL). For those unaware, Bellamy’s is a Tasmanian firm producing organic baby milk powder and formula. Continue…

by Scott Shuttleworth Posted in Companies, Insightful Insights.

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