Most investors have their equity portfolios heavily skewed to the largest ten companies. Is that you? Do you think yours is a “blue chip” portfolio? Or have you given up on active fund managers and believe that investing in an Australian index fund is smarter?

by Roger Montgomery Posted in Companies.

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Amazon and changing consumer habits claimed another victim during the week with US ‘category killer’ Toys R Us filing for Chapter 11 bankruptcy protection. This brings the total number of US retailers that have filed for Chapter 11 to 24 this year, up from 18 in 2016, according to S&P Global Market Intelligence. And there’s still three months of the year to go. Continue…

by Stuart Jackson Posted in Companies, Consumer discretionary.

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Broker reports are one of the most widely-used information sources for equity investors of all stripes, and there is no doubt they can be a very useful source of background information on an industry or company. In addition, they provide financial forecasts, valuation estimates and, of course, the analyst’s overall conclusion: buy, sell or hold. Continue…

by Tim Kelley Posted in Investing Education.

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Earlier this year we wrote about why we liked SpeedCast (ASX: SDA). Since May, we’ve seen another acquisition and the financial results – and a lot of volatility. Let’s look at these things one at a time. Continue…

by Lisa Fedorenko Posted in Companies.

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In this interview with Steve, Roger Montgomery discusses retail outlets and how they haven’t been able to compete with the change in consumer behaviour resulting in many retail stores closing down and filing for Chapter 11 bankruptcy including the most recent Toys R Us in the US.

by Roger Montgomery Posted in Radio.

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by Roger Montgomery's Team Posted in Old Content.

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In this week’s video insight Roger discusses the current market, both global and domestic and notes that current conditions do require a degree of caution.

by Roger Montgomery Posted in Editor's Pick, Video Insights.

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Customer experience is vital in today’s competitive environment for the delivery of products and services. Just look at how Amazon has revolutionised the way products are bought, paid for and delivered to its loyal customers. Continue…

by Scott Phillips Posted in Investing Education.

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