Companies
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Have the Praemium Board hung up the ‘For Sale’ sign?
Dominic Rose
July 28, 2021
When the Board of Directors suddenly sacks the CEO of a company ‘effective immediately’ the share price typically tanks as investors stampede for the exit, shooting first, asking questions later. However, in the curious case of Praemium (ASX:PPS), a subscale wealth platform player with a chequered history of tactical execution, such news instead sent the share price soaring, up almost 50 per cent over two months. What could this perhaps counterintuitive market reaction be signalling? We think the company has been put in play for potential corporate activity. continue…
by Dominic Rose Posted in Companies, Editor's Pick, Stocks We Like.
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Just Google it
Roger Montgomery
July 23, 2021
Over the three months to 30 June 2021 the Polen Capital Global Growth Fund increased by 10.91 per cent delivering an out-performance of 1.96 per cent compared to its benchmark the MSCI ACWI, in Australian Dollars. Stock selection within the communication services sector added relative value, led by Alphabet and Facebook. With Alphabet (NASDAQ: GOOG) being one of the top three contributors to performance in the quarter. continue…
by Roger Montgomery Posted in Companies, Polen Capital, Stocks We Like.
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Where to invest in the battery metals boom
Roger Montgomery
July 19, 2021
With the global electric vehicle (EV) market forecast to grow 10-fold by 2025 and 50-fold by 2030, and rising demand for energy storage, there’s never been a better time to be a lithium miner. Fortunately, Australia has a number of quality mining businesses for investors to consider. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Energy / Resources.
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Chinese tech giant Alibaba keeps growing
Roger Montgomery
July 15, 2021
Over the month of June 2021, the Polen Capital Global Growth Fund delivered a return of 6.46 per cent, outperforming the benchmark, the MSCI ACWI, in Australian Dollars, by 2.0 per cent. And over the June 2021 quarter, the Fund put on 10.91 per cent for an out-performance of 1.96 per cent. Today we look at a top 10 holding in the Fund, Chinese e-commerce backbone Alibaba (HKG: 9988). continue…
by Roger Montgomery Posted in Companies, Polen Capital.
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Is Tabcorp’s demerger of the Lotteries & Keno division a good idea?
Stuart Jackson
July 14, 2021
Tabcorp has released the results of its strategic review into the structure of the company the board announced three months ago. The decision has been made to pursue a demerger of the Lotteries & Keno division from the company. While a trade sale of the Wagering & Media division has been rejected for the time being under this plan, the company intends to continue talking to the three bidders for the business. continue…
by Stuart Jackson Posted in Companies, Editor's Pick, Stocks We Like.
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Wesfarmers to enter the “pharmacy distribution plus health, wellbeing and beauty” sector
David Buckland
July 13, 2021
The week kicked off with Wesfarmers (ASX:WES) making a $687 million non-binding, indicative offer to acquire Australian Pharmaceutical Industries (ASX:API) at $1.38 per share by way of a scheme of arrangement. continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like, Takeovers.
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Facebook’s growing market opportunity
Roger Montgomery
July 12, 2021
In March we introduced the Polen Capital Global Growth Fund to Australian investors. The Boca Raton-based manager Polen Capital was established in 1979 and over the past 32 years the flagship US Portfolio has been able to compound earnings growth above 15 per cent annually versus approximately six per cent annually for the S&P 500. continue…
by Roger Montgomery Posted in Companies, Polen Capital, Stocks We Like.
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Two travel stocks the small cap team likes
David Buckland
July 7, 2021
In this week’s video insight David interviews portfolio manager of the Montgomery Small Companies Fund Dominic Rose to discuss two travel stocks held in the Fund. Alliance Aviation and Corporate Travel Management are in the bucket of businesses that have been disrupted by the global pandemic although we believe their business models have the ability to use the disruption to their advantage and emerge in much stronger competitive positions. continue…
by David Buckland Posted in Companies, Stocks We Like, Video Insights.
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Why we chose Sydney Airport as our primary re-opening trade
Joseph Kim
July 7, 2021
On Monday, Sydney Airport (ASX:SYD) was the recipient of an unsolicited, indicative, conditional and non-binding proposal from a consortium of infrastructure investors including IFM, QSuper and Global Infrastructure Management for $8.25 per share. The bid represents a 42 per cent premium to the last close price, albeit remains at a discount to its pre-COVID-19 share price while being approximately 20 per cent higher than most recent peaks of around $6.90 per share reached in June and November last year. continue…
by Joseph Kim Posted in Companies, Editor's Pick, Stocks We Like.
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The stocks to buy for when travel opens up again
Roger Montgomery
July 6, 2021
For many of us, the current COVID-19-induced travel clampdown is obviously a downer. But for investors, the associated pullback in the price of travel stocks – like Corporate Travel and Webjet – could be a golden opportunity. Because, looking ahead, these businesses should thrive once travel opens up again. continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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