When problems get more complex, considering a broader range of outcomes and actions can lead to better end results.

by Lisa Fedorenko Posted in Video Insights.

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by Roger Montgomery's Team Posted in Old Content.

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The law of unintended consequences states that actions – particularly by government – can have adverse effects that are unanticipated or unintended. This law could soon play out as a result of lending restrictions placed on the major banks by the Australian Prudential Regulation Authority (APRA). Continue…

by Stuart Jackson Posted in Market commentary.

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Over the course of 2016, we provided insight into the competitive dynamics and aggregate prospects of several industry sectors, from financial markets to supermarkets, listed on the Australian stock market.

by Roger Montgomery Posted in Editor's Pick, Health Care, Stocks We Like.

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by Roger Montgomery's Team Posted in Old Content.

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Few industries have been as radically transformed by the internet as advertising and, in turn, traditional media (newspapers, TV and magazines). A couple of decades ago, print media was critical to reaching an audience; now it’s relevance has significantly declined. And this switch in advertising spending from traditional media to digital media shows no sign of letting up. Continue…

by Lisa Fedorenko Posted in Technology & Telecommunications.

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Investors are being increasingly lobbied to buy funds that track one or more share indices. These index funds are being marketed as a safe, idiot-proof place to diversify your investment. People who are attracted to index funds are also commonly drawn to the so-called ‘blue chips’. But recent research shows this type of ‘investing’ is anything but safe. Continue…

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

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A little-known company we hold is BWX Limited.  This small Melbourne-based company owns a range of skin and hair care brands.  It also manufactures cosmetics for third parties.  Shares in BWX began trading on the ASX in November 2015 at $2.12.  They have doubled since then, and we think there’s more good news ahead. Continue…

by Tim Kelley Posted in Companies.

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