Watch my latest video insight on why I love founder-led stocks WATCH HERE
-
-
Has Select Harvests gone nuts?
Andreas Lundberg
October 13, 2017
Just as we start to believe we have seen everything, all of a sudden a company takes us by surprise. Take the recent decisions by Select Harvests, for example. Continue…
by Andreas Lundberg Posted in Companies, Editor's Pick.
- 6 Comments
- save this article
- 6
- POSTED IN Companies, Editor's Pick.
-
Online shopping giants inherit the questionable logic of logistics
Roger Montgomery
October 12, 2017
It’s time to ask whether the tyranny of distance becomes the achilles heel of the giant online shopping networks … or to put it another way, are logistics companies part of the online boom or part of its problem? Continue…
by Roger Montgomery Posted in Companies, Consumer discretionary.
- 1 Comments
- save this article
- 1
- POSTED IN Companies, Consumer discretionary.
-
The Phillips Curve – will we see higher US inflation?
David Buckland
October 12, 2017
The Phillips curve describes the historical inverse relationship between rates of unemployment and corresponding rates of inflation. The theory states that with economic growth comes more jobs, less unemployment and inflation. The degree to which this inverse relationship has been affected by globalisation, digital deflation and outsourcing is a moot point and we wonder if, and when, the 17-year low in US unemployment will filter through to a higher sustainable rate of inflation? Continue…
by David Buckland Posted in Global markets.
- 2 Comments
- save this article
- 2
- POSTED IN Global markets.
-
Discover how to value the best stocks and buy them for less than they’re worth.
NOW FOR JUST $49.95
buy nowSUBSCRIBERS RECEIVE 20% OFF WHEN THEY SIGN UP
“This is a book you simply must read.
The very best investors in the world are “value” investors.” -
MEDIA
Money News 11.10.2017
Roger Montgomery
October 11, 2017
In this interview with Ross Greenwood, Roger Montgomery discusses Robert Shiller’s recent essay about a looming bear market, and the current low volatility in the market.
by Roger Montgomery Posted in Radio.
- LISTEN
- 2 Comments
- save this article
- 2
- POSTED IN Radio.
-
-
Is high dividend yield always a good thing?
Tim Kelley
October 10, 2017
In this week’s video insight Tim discusses something that a lot of investors are interested in, especially those investors that rely on their share portfolios for regular income, and that’s dividend yield.
by Tim Kelley Posted in Video Insights.
- save this article
- POSTED IN Video Insights.
-
Does it make sense to own Wesfarmers?
Tim Kelley
October 10, 2017
Followers of our blog may raise an eyebrow at the sight of Wesfarmers (ASX: WES) recently finding its way into the top ten holdings in The Montgomery Fund. Over the years, we have written various articles on the headwinds facing the Australian supermarket industry, with a particular focus on the rise of discounters like Aldi, and more recently we have observed that Woolworths has taken steps to reverse a long trend of weak like-for-like sales performance, and begun to retake market share. Continue…
by Tim Kelley Posted in Companies.
- 6 Comments
- save this article
- 6
- POSTED IN Companies.