Monthly Archives: January 2023

  • December quarter update on the Polen Capital Global Growth Fund

    Polen Capital
    January 20, 2023

    While the market experienced some recovery during the fourth quarter, the speed of the market decline and the aggregate losses as of year-end made 2022 one of the most challenging years for the market in many years. Continue…

    by Polen Capital Posted in Polen Capital.
  • Corporate Travel Management

    Is Corporate Travel the pick of Australia’s travel stocks?

    Sean Sequeira
    January 18, 2023

    The COVID-19 pandemic smashed the earnings of travel businesses across the globe. But here in Australia, Corporate Travel Management (ASX:CTD) not only withstood the tourism downturn – it was able to grow. With its share price still below the pre-COVID-19 level, and the business in great shape, Corporate Travel Management is a quality company with potential for much larger earnings growth in the years ahead. Continue…

    by Sean Sequeira Posted in Companies, Editor's Pick, Stocks We Like.
    Corporate Travel Management
  • investing for the future

    Don’t invest by looking in the rear-view mirror

    David Buckland
    January 17, 2023

    In this week’s video insight David reviews how the tightening of official cash rates in 2022 impacted markets and discusses why you shouldn’t invest by looking in the rear-view mirror. Companies with highly reliable cash flow and demonstrated resilience will likely be the winners in an environment of slower economic growth. Continue…

    by David Buckland Posted in Editor's Pick, Video Insights.
    investing for the future

  • ASX consumer discretionary stocks: Broker views and a fundie’s top pick

    Sean Sequeira
    January 9, 2023

    Glenn Freeman published an article in Livewire Markets discussing what lies ahead for the consumer discretionary sector in the year ahead. Australian Eagle’s Sean Sequeira says there is a good reason that some stocks in the sector currently look cheap and many of these share prices don’t align with where they’ll be 12 months from now. Read the article: ASX consumer discretionary stocks: Broker views and a fundie’s top pick

    by Sean Sequeira Posted in On the Internet.
  • Happy New Year 2023

    Hello 2023

    David Buckland
    January 3, 2023

    Many commentators point to the twelve months to December 2022 as being one of the toughest annual periods for the performance of the share market and the bond market for several decades. This was led by the severe sell-off in Government Bonds, aggressive tightening of most Central Banks’ official cash rate and the 33.1 per cent decline in the US-tech heavy Nasdaq Index.  Continue…

    by David Buckland Posted in Economics, Market commentary.
    Happy New Year 2023