by Roger Montgomery's Team Posted in Old Content.

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David Buckland joined Ross Greenwood on Money News to discuss the outlook for companies and their results during the February reporting season. Eclipx Group announced a softer than expected December quarter and the share price began to decline seconds later. How cautious do we need to be?

by David Buckland Posted in Radio.

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Yet another gloomy set of figures has just been released highlighting the woes that beset bricks-and-mortar retailers. It confirms our view that investors need to be cautious about retail stocks and, by extension, their landlords. Continue…

by Andreas Lundberg Posted in Consumer discretionary.

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by Roger Montgomery's Team Posted in Old Content.

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by Roger Montgomery's Team Posted in Old Content.

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Through late-December I was lucky enough to be on holiday with my partner and her family in sunny Hawkes Bay, New Zealand. Some of my joy was clouded by the wave of headlines, and seeing the performance numbers for December across world markets.  Continue…

by Dean Curnow Posted in Market commentary.

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by Roger Montgomery's Team Posted in Old Content.

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Research by UBS shows that online purchases in the US will grow to around 20 per cent of all purchases by 2022. This upward trend should also occur in Australia. But the pain won’t be equally felt by all brick & mortar stores. Some might be hit particularly hard. Continue…

by Roger Montgomery Posted in Consumer discretionary.

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