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Retail therapy is changing, as e-commerce businesses like Amazon threaten the future of department stores
Roger Montgomery
May 18, 2017
David Taylor writes an article about the retail sector and how Amazon is posing various threats to big retail names. He mentions Roger’s quotes on the situation. Read here.
by Roger Montgomery Posted in On the Internet
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Index funds lack checks on stocks they buy
Roger Montgomery
May 11, 2017
In this article for Cuffelinks, Roger discusses how low interest rates have driven high prices and how many investors have simply given up on direct equities. Read here.
by Roger Montgomery Posted in On the Internet
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Housing affordability in Australia only going to get worse, Moody’s says
Roger Montgomery
April 28, 2017
David Taylor writes an article about whether housing prices in Australia are set to deteriorate further. He mentions Roger Montgomery. Read here.
by Roger Montgomery Posted in On the Internet
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Investors cheer Europe’s polls as election risk fades
Andrew Macken
April 25, 2017
Vesna Poljak writes an article about the significance of the French presidential race. She mentions Montgomery’s Andrew Macken and his view on European markets. Read here.
by Andrew Macken Posted in On the Internet
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Shopping for retail stocks – 3 to watch
Roger Montgomery
April 24, 2017
In this article for the Switzer Super Report, Roger discusses the challenges to the retail industry and three stocks to key an eye on. Read here.
by Roger Montgomery Posted in On the Internet
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Perfect storm brewing for local retailers
Roger Montgomery
April 22, 2017
In this article for Cuffelinks, Roger discusses a perfect storm that seems to be developing for the retail sector and cautions that investors don’t appear to be attuned to the risks. Read here.
by Roger Montgomery Posted in On the Internet
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Equity market tailwinds likely to fade
Andrew Macken
April 21, 2017
Killian Plastow writes an article for Investor Daily about the chief structural trends driving equity market returns over the past three decades. He mentions Andrew Macken and his view that these trends are on the cusp of a reversal. Read here.
by Andrew Macken Posted in On the Internet
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Spotting great sharemarket floats
Roger Montgomery
April 12, 2017
In this article published by the ASX, Roger discusses how to assess Initial Public Offerings, and maximise returns. Read here.
by Roger Montgomery Posted in On the Internet
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When directors sell, should you sell too?
Tim Kelley
April 11, 2017
When directors buy or sell shares in their company, most people believe they are sending a strong signal to the market about the firm’s prospects. But how strong is the correlation between director trades and share price movements? And should you buy or sell because a director has too? In this article for Cuffelinks, Tim Kelley does some research to get closer to the truth. Read here.
by Tim Kelley Posted in On the Internet
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Triple threat darkens the shopfronts of Australia’s big retailers
Roger Montgomery
April 10, 2017
In this article for Professional Planner, Roger places the threats to Australian retailers into three main categories. Read here.
by Roger Montgomery Posted in On the Internet
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