Companies
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It’s ok to say no
Roger Montgomery
June 9, 2021
According to today’s Australian Financial Review, “a perfect storm for deal making has Australia on track for a record year of merger and acquisition activity.” In our February blog post RBA lays out welcome mat for takeover mania! Who might be next? we predicted this year’s wave of corporate activity. continue…
by Roger Montgomery Posted in Companies.
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The global business of sport
Roger Montgomery
June 9, 2021
Headquartered in Germany with a history dating back to 1924, Adidas is a global leader in the manufacturing of athletic apparel and footwear, trailing only Nike in terms of revenues and units sold. The company with the distinctive three stripes identity mark reported net sales in 2020 of over €23 billion. continue…
by Roger Montgomery Posted in Companies, Polen Capital.
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Is Capricorn Metals due a re-rate?
Joseph Kim
June 7, 2021
Capricorn Metals is a junior gold company that is entering an exciting time in its development phase. With the company very close to first gold pour and commissioning underway at its 100 per cent owned Karlawinda project in WA, we believe there is significant re-rating potential if the company successfully executes on targeted project metrics over the next 6-12 months. continue…
by Joseph Kim Posted in Companies, Energy / Resources.
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Abbott Laboratories building life-changing technologies
Roger Montgomery
June 4, 2021
In March Montgomery Investment Management 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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Building an export industry for cannabis medicines
Andreas Lundberg
June 3, 2021
The medicinal cannabis industry is gaining significant momentum, however, still remains in the early stages of growth. Zelira Therapeutics recently reported record quarterly cash receipts for the third quarter, up 249 per cent on H1 FY21. continue…
by Andreas Lundberg Posted in Companies, Health Care.
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Is it time to tilt to high quality tech names?
Roger Montgomery
June 1, 2021
Over the past year or so, we’ve seen spikes in the valuations of fast growth, momentum stocks. But if inflation rears its head, that could change in a heartbeat. Which is why the next big rotation could see these over-valued – often profitless – firms dumped in favour of long-duration quality tech businesses. continue…
by Roger Montgomery Posted in Companies, Global markets, Stocks We Like.
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What return can you expect on Freightways shares?
Tim Kelley
June 1, 2021
Recently, we wrote about the return a long-term investor might expect to earn buying Australian listed equities at today’s prices. The note, which can be found here, concluded that returns in the region of 7.5-8 per cent might be a reasonable estimate – somewhat lower than the returns earned in the past. continue…
by Tim Kelley Posted in Companies, Stocks We Like.
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Accenture: the twenty-year illustration of patient investing
David Buckland
May 27, 2021
The Polen Capital Global Growth Fund attempts to own 25-35 of the highest quality businesses which meet all of the manager’s five guardrails – a sustainable return on equity exceeding 20 per cent; exceptionally strong balance sheet; stable or growing profit margins; abundant free cashflow; and real organic revenue growth. And with Polen Capital’s exceptionally low portfolio turnover, global investors have a “sleep well at night” offering. continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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Why Webjet could be set to soar again
Stuart Jackson
May 26, 2021
Travel businesses have really suffered due to the COVID-19 travel restrictions and border closures, but with many economies re-opening, unleashing a likely tsunami of pent-up travel demand, the future is looking brighter. And companies like Webjet (ASX:WEB), the Australasian online travel agent and global hotel room intermediary, should be major beneficiaries. continue…
by Stuart Jackson Posted in Companies, Stocks We Like.
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Is it time for companies relying on cheap foreign labour to rethink their business models?
Andreas Lundberg
May 25, 2021
In this week’s video insight Andreas discusses businesses that are dependent on the import of cheap foreign labour including those in the construction, agriculture and hospitality industry. Common for all of these industries is that they have historically been relying on foreign workers and are towards the bottom of average wages. Will we see significant labour cost inflation in these industries?
by Andreas Lundberg Posted in Companies.
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