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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by Roger Montgomery's Team Posted in Old Content.

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Here are 10 reasons to consider investing in The Montgomery Global Equities Fund (Managed Fund) (ASX: MOGL) an Active Exchange Traded Managed Fund (ETMF). Continue…

by Roger Montgomery Posted in Montgomery News and Updates.

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My recent blog post on the national energy debate created some heated (sorry!) responses from a few of our readers. Now I’d like to discuss another hot energy topic, the east coast gas crisis, which has seen a constrained domestic supply send gas prices soaring by a whopping 300 per cent since 2015. Continue…

by Andreas Lundberg Posted in Energy / Resources.

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We make no claim to be accurate forecasters of market booms and crashes.  That’s because, in the very long run, successful value investing does not require an ability to predict markets or economies.  But when respected people like Nobel Laureate economist, Professor Robert J. Shiller, put pen to paper about a looming bear market, we find it pays to listen up. Continue…

by Roger Montgomery Posted in Editor's Pick, Market commentary.

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