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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by Roger Montgomery's Team Posted in Old Content.

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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.

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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.

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Malls were a very handy invention, allowing motorised shoppers to visit one location for all their retail desires. Yet as the internet keeps providing easier ways to get all your needs at the one place from the comfort of home, we wonder what will happen to the humble mall?

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by Ben MacNevin Posted in Consumer discretionary.

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