Video Insights

In this week’s video insight David shares the characteristics of Polen Capital’s investment philosophy and the strong returns with the Polen Capital Global Growth Strategy having delivered an average annual return of 15.75 per cent, in the five years to December 2020. continue…

by David Buckland Posted in Video Insights.

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In this week’s video insight Roger discusses why investors must keep a close eye on the bond yield curve and watch out for a sustained steepening, where long term bond rates rise.  If the difference between short-term and long-term rates continues to widen, it keeps more pressure on central banks to buy long-dated bonds in an attempt to keep the yield curve flat.

by Roger Montgomery Posted in Editor's Pick, Video Insights.

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In this week’s video insight Tim discusses the investment appeal of long-term compound growth and shares a company that we think has outstanding growth potential and is trading at a level that may not fully reflect its potential. The company is ASX-listed Megaport, which is a world leader in an emerging growth industry – Networking as a Service. continue…

by Tim Kelley Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.

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In this second interview, Gary Rollo and Bernard Wilson Chief Executive Officer of Cashrewards discuss the unit economics and the growth strategy post the company’s IPO. continue…

by Gary Rollo Posted in Companies, Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights.

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Cashrewards (ASX:CRW) is an Australian-owned and operated cashback loyalty platform connecting brands with consumers and differentiates itself by providing real cash value to consumers. Having listed on the ASX in December 2020, Cashrewards has been around for seven years and the platform has grown to 800,000 members, more than 1,500 merchants. continue…

by Gary Rollo Posted in Editor's Pick, Montgomery Small Caps Management Video Series, Video Insights.

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In this week’s video insight Andreas discusses the recent news headlines emerging out of the US about retail investors ramping up stock prices in heavily short illiquid companies to create artificial short squeezes driving the share prices even higher and enabling the investors to sell and realise gains. Further news stated that retail brokerages such as Robinhood started to restrict buying of stocks involved in short squeezes. Andreas identifies how these brokerages work.

by Andreas Lundberg Posted in Video Insights.

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In this week’s video insight Joseph discusses the upcoming reporting season. We enter the February 2021 reporting season in a very different state to August last year, where expectations for the broader market had been revised downward due to concerns over the impact of coronavirus. We expect most sectors to be cautiously optimistic in their outlook statements given the rebound we have seen to date. Joseph identifies the sectors with pockets of clear strength.

by Joseph Kim Posted in Editor's Pick, Video Insights.

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In this week’s video insight Stuart discusses how the banks are positioned with a less economic fallout from the COVID-19 pandemic than first anticipated. Since the pre-COVID market high on 20 February 2020, the banks have generated a loss of 7 per cent compared to a loss of 3 per cent of the broader market over the same period, despite share prices outperforming in recent months.  The Price to Earnings multiple of the banks have been falling for some time as a result of margin compression and higher capital requirements reducing their return generated on incremental equity invested. Will we see any special dividends from the banks as bad debt loan provisions are unwound?
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by Stuart Jackson Posted in Editor's Pick, Financial Services, Video Insights.

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In this week’s video insight David identifies why as investors we can only play what is in front of us. In reaction to the COVID-19 pandemic, Central Banks have been printing money so Governments – which are running substantial deficits – can pay for financial assets, welfare programs, infrastructure and salaries for public servants.  Productivity reform is largely ignored, and together with ageing demographics and indebtedness, there is a handbrake to future economic growth. So, for 2021, what is in front of us?

by David Buckland Posted in Editor's Pick, Video Insights.

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In this second video interview Gary Rollo catches up with Ingenia Communities Group (ASX:INA) Chief Executive Officer, Simon Owens to discuss the company’s strategy for profitably growing through Australia’s ageing demographics investment theme.

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by Gary Rollo Posted in Editor's Pick, Montgomery Small Caps Management Video Series, Video Insights.

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