What a week it’s been for Vita Group (VTG), which operates over 100 Telstra stores.  On 4 April, Fairfax published an article referring to a ‘leaked’ Telstra draft document that said it is considering taking back high performing stores from licensees.  VTG’s share price promptly plummeted.  After VTG rebutted the leak, its share price rebounded.  So, who should we believe? Continue…

by Roger Montgomery Posted in Companies, Editor's Pick.

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In this interview with Ross Greenwood, Roger Montgomery discusses investing in the retail sector, interest rates and record debt.

by Roger Montgomery Posted in Radio.

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Ticky Fullerton and Roger discuss the regulatory crack down on interest only loans. Roger mentions APRA’s recent changes and what this means for the property investors.

by Roger Montgomery Posted in Editor's Pick, TV Appearances.

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by Roger Montgomery's Team Posted in Old Content.

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by Roger Montgomery Posted in Video Insights.

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With Amazon set to enter the Australian market later this year, many of Australia’s leading retailers are gearing up for the fight of their lives. We think they would do well to take note of recent analysis by MIT Sloan School of Management, which identifies five rules for management to follow to maximise their chances of success. Continue…

by Scott Shuttleworth Posted in Market commentary.

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Amazon is about to hit our shores, and its arrival is bound to be as disruptive here as it has been in the U.S.  But which retailers should be most worried?  And is there anything they can do to protect market share in the face of this retail juggernaut? Continue…

by Roger Montgomery Posted in Companies.

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by Roger Montgomery's Team Posted in Old Content.

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