In the nine months since June 2017, the share price of Kogan (ASX: KGN), Australia’s online retailer, has soared by almost 460 per cent.  But is this Amazon style company now over-priced?  For an answer to that, look no further than the recent stock sales by KGN directors. Continue…

by Roger Montgomery 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 with Ross Greenwood on Money News I discussed the current bubbles we are seeing, there is a stock market bubble and a bond market bubble. Should investors be cautious?

by Roger Montgomery Posted in Radio.

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We’re keen to keep an eye on retail sales. You might recall we have previously explained that on the positive side, unemployment if very low, is very good for retail conditions.  On the negative side wages growth has been stubbornly flat and retailers have been unable to pass on any price rises. Continue…

by Roger Montgomery Posted in Consumer discretionary.

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Well it’s that time again – an update to our lengthy commentary on avocado brekkies and the property market. How did the Smashed Avocado index track towards the end of 2017? Continue…

by Scott Shuttleworth Posted in Property.

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by Roger Montgomery's Team Posted in Old Content.

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WPP is the world’s largest communications services group.  As such, it’s a good indicator of how digital disruption is affecting advertising budgets.  So its 2017 results, and market outlook, make interesting reading. Continue…

by David Buckland Posted in Companies.

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“I believe a management team is focused first and foremost on figuring out a way to consistently provide great value for its customers can be a durable competitive advantage”, [1] wrote John Huber of Saber Capital in a recent presentation to Google. Continue…

by Lisa Fedorenko Posted in Insightful Insights.

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