In what seems like the blink of an eye, the number of global internet users has just reached 3 billion – that’s just under half the estimated world population. And a third of the world owns a smartphone. The trends for activities like photo-sharing and e-commerce are just as explosive. Continue…

by David Buckland Posted in Technology & Telecommunications.

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by Roger Montgomery's Team Posted in Old Content.

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Childcare operator, G8 Education (ASX: GEM), recently reported its first half 2016 results, and they were not inspiring. EBIT margins are deteriorating under the weight of rising wages and corporate overheads. We don’t yet see it as a repeat of the ABC Learning disaster, but we are keeping our eyes peeled. Continue…

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

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Sirtex Medical (ASX: SRX) has just reported its FY16 results, and they were pleasing on every metric. We recently commented on the firm’s sales growth which the market took the news badly and subsequently the price of the firm’s shares fell. Continue…

by Scott Shuttleworth Posted in Health Care.

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With interest rates now at an all-time low, government bond markets have been perverted from a risk-free rate of return to a return-free rate of risk. This has never happened before. So how will it play out? The worrying answer is: nobody knows. Continue…

by David Buckland Posted in Global markets.

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In this column published in the Herald Sun, Roger discusses G8 Education (GEM) and the recently reported first-half 2016 results. Read here.

by Roger Montgomery Posted in In the Press.

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In this episode of Your Money Your Call David Buckland joins the panel.

by David Buckland Posted in TV Appearances.

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With low interest rates prompting so many investors to stampede into high dividend-paying stocks, it appears we are re-living the exuberance of the dotcom era. But ultra-low rates aren’t normal, and as rational investors we need to avoid the pitfalls of herd mentality. Continue…

by Roger Montgomery Posted in Market commentary.

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