One of the more interesting stories in the market this year has been that of BWX Limited – an Australian company that manufactures body, hair and skin-care products primarily under the Sukin brand, and one the Montgomery team has previously written about. Sukin markets itself as Australia’s Number 1 Natural Skincare brand and is sold in both pharmacy channels and Coles. Continue…

by Joseph Kim Posted in Companies, Consumer discretionary.

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by Roger Montgomery's Team Posted in Old Content.

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In this interview on Money News, David discusses the squeeze on medium-sized companies as consumer spending looks to have pulled back over the last quarter. With the downward trend in house prices and pressure on the banks, what will we see in the upcoming reporting round for the banks?

by David Buckland Posted in Radio.

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by Roger Montgomery's Team Posted in Old Content.

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Aristocrat Leisure Limited (ASX:ALL) has diversified its exposure beyond gaming machines over the last six years with a push into the online, and more recently the mobile games market. This began with its acquisition of social casino business Product Madness, and the internet gaming system and remote game server from GameAccount Network in late 2012 for around A$32 million. Continue…

by Stuart Jackson Posted in Editor's Pick, Stocks We Like, Technology & Telecommunications.

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WPP AUNZ Ltd, is one of the largest marketing companies in Australasia, covering every angle including advertising, media investment management, data investment management, public relations and public affairs, branding and identity, healthcare communications, digital technology and e-commerce marketing, shopper marketing, content production and specialist communications. Continue…

by David Buckland Posted in Companies.

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In this week’s video insight Joseph discusses dividends for large mining companies and provides a quick analytical tool to help determine the potential outcome of these investments.

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by Joseph Kim Posted in Video Insights.

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October has been unkind to equity investments. As I write, the ASX200 is down more than 8 per cent month to date, and most global indices show similar numbers.  At a time like this, concepts that previously seemed theoretical become much more tangible, and investor focus naturally shifts from return to risk. Continue…

by Tim Kelley Posted in Market commentary.

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