Editor’s Pick
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Why Polen Capital expect mid to high-teens EPS growth from Mastercard
Roger Montgomery
August 30, 2021
Mastercard (NYSE:MA) is the second largest processor of debit and credit transactions globally behind Visa. It has a market capitalisation of US$354 billion and is a top 10 holding in the Polen Capital Global Growth Fund. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Polen Capital, Stocks We Like.
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Fear and Greed: Easiest way to make money on the ASX
Roger Montgomery
August 23, 2021
Roger joined Sean Aylmer on the Fear and Greed Podcast to discuss the prospects for the discretionary retail sector. With international and domestic travel off the table for Australians, people are looking for other ways to spend their money. This has resulted in a boost for retailers like JB Hi-Fi, Harvey Norman, Temple & Webster and Kogan. Although what happens when this spending slows down?
by Roger Montgomery Posted in Editor's Pick, Podcast Channel.
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Six companies that have caught my eye in reporting season
Roger Montgomery
August 23, 2021
The COVID-19 pandemic, and associated lockdowns, have impacted some businesses very positively, but been less kind on others. These impacts are coming to light in the current FY21 reporting season. Here, I’d like to highlight the results of six companies I’ve been following for a while. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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A disappointing exit price for BHP’s oil and gas assets
David Buckland
August 18, 2021
BHP is accelerating its retreat from fossil fuels with a deal to sell its global oil and gas assets to Australian energy giant Woodside Petroleum. The companies announced an all-stock merger of BHP’s entire petroleum division spanning Australia, the Americas and North Africa with Perth-based Woodside. continue…
by David Buckland Posted in Companies, Editor's Pick, Energy / Resources.
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Why REA could be a better way to invest in property
Roger Montgomery
August 16, 2021
According to a recent rent report by Domain, gross rental yields have dived to around 4 per cent on the back of soaring property prices. This makes direct investment in property less appealing than it once was. But there are other ways to profit from Australia’s obsession with property. And one of those is via online real estate advertising company, REA Group (ASX:REA). continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Property, Stocks We Like.
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Roger Montgomery talks M&A opportunities with The Business
Roger Montgomery
August 9, 2021
Roger joined Alicia Barry on The Business to discuss why there is so much M&A actvitiy at the moment. The $39 billion takeover of Afterpay by US giant Square highlights the amount of cash in the market. Watch here.
by Roger Montgomery Posted in Editor's Pick, TV Appearances.
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What can we expect from inflation?
Roger Montgomery
August 9, 2021
It has been noted by some economic observers that Fed Chairman Jerome Powell has, in 2021, been consistent in one aspect of his predictions about inflation; that he’s consistently wrong. The message, as we’ve discussed here at the blog throughout the year, is that inflation is transitory. Base effects will ensure inflation turns to disinflation with the passage of another year, and capitalism’s supply response will solve the bottlenecks in global commodity supply chains. continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.
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Talk Ya Book – Pentanet’s cloud gaming plans
Gary Rollo
August 6, 2021
Gary Rollo joined Chris Judd on Talk Ya Book to discuss a microcap pick in the telco and e-sports space, Pentanet (ASX: 5GG). Pentanet is a Perth based high-speed internet provider although our investment thesis is based on their volume growth opportunity in cloud gaming.
by Gary Rollo Posted in Companies, Editor's Pick, Montgomery Small Caps Management Video Series, Stocks We Like.
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Why asset price inflation is set to continue
Roger Montgomery
August 3, 2021
Soaring house prices in Australia and overseas are but one aspect of the asset price inflation that is now gripping much of the world. While this may be good for the owners of those assets, it is leading to increased inequality within and between countries. And that’s a phenomenon that, history shows, often ends badly. continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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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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