by Roger Montgomery's Team Posted in Old Content.

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Roger Montgomery joined Peter Switzer on Switzer TV to discuss why the Australian stock market keeps trading sideways. Could this be because around 50 per cent of the market is dominated by 15 companies that pay the bulk of their earnings out as dividends?

by Roger Montgomery Posted in TV Appearances.

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Three of Australia’s biggest banks – Westpac (ASX: WBC), ANZ (ASX: ANZ) and NAB (ASX: NAB)– are about to report, and we think there’s plenty of reasons to be optimistic. A turnaround in the trajectory of net interest margins, and good news on bad and doubtful debts, should leave investors happy in the run-up to Christmas. Continue…

by Stuart Jackson Posted in Financial Services.

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by Roger Montgomery's Team Posted in Old Content.

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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.

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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.

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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.

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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.

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