Perhaps the four most dangerous words in investing are; this time is different. History shows however that it is never different, and the belief that today we are more educated, experienced or advanced than ‘last time’, or that conditions have permanently changed, perpetuates the behaviour that is causing the problem.  A sign that we might be near the end is the preponderance of died-in-the-wool value investors who simply give up plying their trade and join the momentum. Continue…

by Roger Montgomery Posted in Global markets, Investing Education.

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by Roger Montgomery's Team Posted in Old Content.

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If you’re an educated investor, should you be investing in index funds?  We don’t believe so.  And the reason is simple:  index funds are not selective in their approach to buying and selling stocks, and ignore the long-term drivers of returns, such as ‘value’ and ‘quality’.

by Roger Montgomery Posted in Editor's Pick, Investing Education.

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Vita Group Limited (ASX: VTG) released an announcement that spooked the market, but was the news really that bad or did the market over-react? In this post we cover the main points of the announcement. Continue…

by Scott Shuttleworth Posted in Companies, Editor's Pick, Technology & Telecommunications.

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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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