Roger Montgomery joined Ross Greenwood on Money News to dissect the retail sector. The worse economic figures look, the better the stock market. How does this work? Consumer discretionary stocks are up 29 per cent calendar year to date, but retail conditions are particularly tough.

by Roger Montgomery Posted in Radio.

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by Roger Montgomery's Team Posted in Old Content.

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With rising stock prices and falling yields, long-term equity investors can expect a lower return today than in years gone by. How tough do they have it? Continue…

by Tim Kelley Posted in Investing Education.

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Sorry to let ethics creep into my blog, but sometimes you just have to make a statement.  You see, right now, China is carrying out highly repressive policies reminiscent of George Orwell’s Nineteen Eighty-Four.  Given China’s global ambitions, these are scary times not just for Chinese people, but for all people who value freedom and democracy. Continue…

by Roger Montgomery Posted in Editor's Pick, Insightful Insights.

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In this video for Livewire Gary outlines two cycles that he believes are about to take a turn for the better and shares one of the ways he is investing to gain exposure. Watch here.

by Gary Rollo Posted in On the Internet.

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AP Eagers’ (ASX:APE) share price has dropped around 30 per cent since 30 September. Unfortunately, there could be more pain ahead as the market digests the impacts of falling car sales and the wisdom of the Automotive Holdings Group takeover earlier this year. Continue…

by Roger Montgomery Posted in Companies.

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The drought currently impacting much of eastern Australia is already having significant impacts on numerous businesses and industries.  With the Australian Bureau of Meteorology forecasting drier than average conditions for the second half of November and December, it’s worth considering which industries could feel the most pain. Continue…

by Andreas Lundberg Posted in Companies, Investing Education.

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EML Payments (ASX:EML), an Australian FinTech that specialises in digital gift cards and pre-paid cards, is a core holding in the Montgomery Small Companies Fund. Making EML even more compelling is the recent transformational acquisition of Prepaid Financial Services. Continue…

by Dominic Rose Posted in Companies, Stocks We Like.

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