So far, Aldi has had a relatively small impact on Coles and Woolworths.  But that is set to change as the German retailer continues its expansion strategy.  In the longer term, we expect to see their returns on capital decline.  If that occurs, it will translate into lower shareholder returns. Continue…

by Scott Shuttleworth Posted in Companies.

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In this interview with Ross Greenwood, Stuart Jackson discusses investors chasing dividend yields.

by Stuart Jackson Posted in Radio.

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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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