Consumer discretionary

In the highlights from this edition of Peter Switzer’s Sky Business program broadcast 21 February 2013, Roger provides his latest insights into Origin Energy (ORG) and BHP (BHP), and also explains how applying his Value.able investment strategy still makes Wesfarmers (WES) a stock that Montgomery Investment Management won’t hold in the near term, despite its price recovery.  Watch here.

by Roger Montgomery Posted in Companies, Consumer discretionary, Energy / Resources, Insightful Insights, TV Appearances.

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Australia’s farmers agree.  Coles and Woolies need to be reigned in.  I was chatting with John Morrison on ABC Radio this week and my description of the ultimate result of government policy settings fired up the farming community.  So grab a coffee, a cup of tea, a beer or a glass of pinot and settle in.

This is one issue that affects all Australians and their wallets.

This interview was broadcast 12 February 2012.  Listen here.

by Roger Montgomery Posted in Consumer discretionary.

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In discussion with ABC1’s Ticky Fullerton Roger provides his insights into the outlook for Retail Stocks in the half-year reporting period.

This interview was broadcast 12 February 2013.  Watch here.

by Roger Montgomery Posted in Consumer discretionary, Insightful Insights, TV Appearances.

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Pumpkin Patch is a New Zealand company that specializes in higher-end children’s wear. The company began in New Zealand in 1990 and expanded into Australia in 1993, and has managed to reach mature growth in both markets. Many Australasian retailers that reach mature growth will use their positions to support overseas expansions. Pumpkin Patch has managed to launch a profitable wholesale business by signing distribution agreements to hundreds of department stores around the world. However, its store rollout into the UK in 2001 and the US in 2005 has really hurt the company. This retail model was never profitable, and while a high New Zealand dollar and sluggish retail environment did little to help their margins, management were unable to replicate the success of the Australasian stores. The company accumulated NZD13.5 million of retained losses before management made the decision to close their UK and US stores and focus on their online and wholesale divisions.
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by Ben MacNevin Posted in Consumer discretionary, Insightful Insights, Manufacturing.

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With Christmas trading moving into full swing, everyone’s focus seems to be on the retail climate in Australia, with particular themes in the media springing to mind:

· Online sales are making it difficult for bricks and mortar stores

· Interest rates need to be cut further to stimulate spending

· The failure of Click Frenzy…

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by Ben MacNevin Posted in Companies, Consumer discretionary, Investing Education.

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Here at the insights blog we like to encourage deep thought and facilitate genuine community.  To that end we have been thinking carefully about how we publish Harley’s research report on Vita Group – or should I see ‘tome’.  Its great and we really appreciate Harley’s work.  I think you will too.  We have resolved to produce a pdf for you to download and read at your leisure.  Harley, well done and keep them coming.  We now have a system and process for publishing your reports.  If anyone else would like to share their research with the tens of thousands of unique investors who visit the Insights Blog each week and the hundreds of thousands who visit each month, including CEO,s planners, advisors and fund managers, then feel free to submit your reports to Feedback & Support.

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by Roger Montgomery Posted in Consumer discretionary, Insightful Insights.

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Roger discusses the recent developments in respect of Channel 9 and CVC, and the ongoing pressure on Australian retailers from online purchasing with Ticky Fullerton on this edition of ABC1’s The Business broadcast 10 October 2012.  Watch here.

by Roger Montgomery Posted in Consumer discretionary, Insightful Insights, TV Appearances.

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Roger Montgomery has some clear insights into the challenges facing Australian department stores, and he provides them to Ticky Fullerton on ABC’s The Business broadcast 26 September 2012. Watch here.

by Roger Montgomery Posted in Consumer discretionary, Insightful Insights, TV Appearances.

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In his September 2012 Money Magazine article Roger outlines ongoing declining prospects for JB Hi-Fi (JBH).  Read here.

by Roger Montgomery Posted in Companies, Consumer discretionary, On the Internet.

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Roger discusses how the JB Hi-Fi positive 2012 result conceals future structural difficulties in this Australian article published 18 August 2012. Read here.

by Roger Montgomery Posted in Consumer discretionary, In the Press, Insightful Insights.

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