After Myer’s (ASX: MYR) announcement last Friday it has been revealed they have had a very tough time in the 6 months to January 2018. Earnings are likely down around 40 per cent to sub $40 million on a 3.6 per cent decline in Revenue.  Continue…

by David Buckland Posted in Companies, Consumer discretionary.

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by Roger Montgomery's Team Posted in Old Content.

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“Only when you combine sound intellect with emotional discipline do you get rational behaviour” Warren Buffet. It is in the pursuit of such rational decisions that outside of bottom up company analysis, I spend a lot of time exploring and understanding cognitive biases. Continue…

by Lisa Fedorenko Posted in Investing Education.

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In this interview with Ross Greenwood on Money News I discussed the reporting season, why did JB Hi-Fi shares decline if they provided a good result? And which company is going exceptionally well and came out with a great result?

by Roger Montgomery Posted in Radio.

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The level of household financial stress in Australia is a key issue. This is because a significant pull-back in the financial position of households would have flow-on effects across the economy. So, the recent data released by the nation’s largest lenders provides an important reading of future trends. Continue…

by Stuart Jackson Posted in Editor's Pick, Financial Services.

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With household costs going up, and the wage index comping down, it’s little wonder Australians are finding it harder to save. If this trend continues, it spells leaner times for Australian businesses exposed to consumer spending. Continue…

by Andreas Lundberg Posted in Consumer discretionary.

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In this week’s video insight Tim gives you a perspective on how we’re thinking about the recent market moves and trying to position for a good long-run outcome for our investors.

by Tim Kelley Posted in Editor's Pick, Video Insights.

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Roger Montgomery joined George and Paul on Talking Lifestyle Radio to discuss the current stock market volatility and the change in sentiment from thinking about growth to thinking about how much less money is going to be worth. Is this the beginning of something horrible? Listen here. 

by Roger Montgomery Posted in Radio.

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