Neil Margolis discusses Woolworths as an stock that passes Merlon's test of income dividend sustainability.
With Telstra shares down 34% over the last 12 months, Neil Margolis discusses Merlon's view of the company.
Despite a successful Amazon Prime Day in Australia, the company's domestic site still has a long way to go to approach the range of its US counterpart, according to Merlon's Adrian Lemme.
Neil Margolis discusses what he looks for when assessing the sustainability of a dividend.
Ben Goodwin shares his insights into the recent performance drivers for commodities and energy, and discusses why investors should approach the sector with caution.
Neil Margolis joined Tom Piotrowski to discuss the Merlon Australian Share Income Fund, investment philosophy and market views.
In this video, Neil Margolis shares three important considerations for assessing a retailer's ability to weather the Amazon storm.
In recent years, the long-term trend for 'value' portfolio to outperform 'growth' portfolios seems to have disappeared. Neil Margolis discusses why in this video.
Neil Margolis explains how Merlon identify our best ideas and why we think the market is ignoring an important revenue stream.
Neil Margolis doesn't see value in "safe sector" companies, and discusses two sectors in particular that appear drastically overvalued.