We’ve been cautious on the retail space for some time – particularly retailers at risk of being hurt by Amazon’s entry into Australia. Two of the companies we believe will be most affected are the electronic retailers, JB Hi-Fi and Harvey Norman. Continue…

by Andreas Lundberg Posted in Consumer discretionary.

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Roger Montgomery featured in this week’s Livewire Buy Hold Sell to discuss the 5 stocks that are making all-time highs, you can watch this 3 minute video clip below.

by Roger Montgomery Posted in TV Appearances.

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While western stock markets have continued to enjoy euphoric conditions over the past month, the Shanghai Composite Index has gone the other way, declining 7 per cent.  One key reason is the ballooning problem associated with Wealth Management Products (WMPs). Continue…

by David Buckland Posted in Global markets.

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In this interview with Ross Greenwood, Roger Montgomery discusses how the budget will impact many aspects of business and the taxation plan the government has for the banks.  

by Roger Montgomery Posted in Radio.

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When should you hold more cash? The simple answer is: when fewer people are holding it. Because that’s when it’s most valuable. And, right now, after the stampede to other asset classes, cash is more valuable than it has been for some time. Continue…

by Roger Montgomery Posted in Market commentary.

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Look at any tech IPO nowadays and I bet you come across the term “network effects”. Network effects give a business a strong competitive advantage and are a source of value creation. So, what are they, how do they come about, and how can they be disrupted? Continue…

by Lisa Fedorenko Posted in Technology & Telecommunications.

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by Roger Montgomery's Team Posted in Old Content.

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In this week’s video insight Roger discusses the outlook for banks, retailers and resource companies. He also discusses the recent performance of Montgomery’s domestic and global funds.

by Roger Montgomery Posted in Editor's Pick, Video Insights.

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