I discussed market trends and investment opportunities in a recent InvestmentMarkets webinar WATCH HERE
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Why it’s time to capitalize on the carnage in tech stocks
Roger Montgomery
February 9, 2022
The current equity correction has taken a lot of the froth out of the market. But caught up in the carnage have been a number of high quality companies with years of growth ahead. Which is why I think this could be a very good time for investors to take a look at some of these businesses, including Pro Medicus, Megaport and REA Group. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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The one thing needed to cut inflation
Roger Montgomery
February 8, 2022
A number of people have asked me if I think inflation can be contained, and if interest rates can be kept at levels that don’t imperil the economy and impact millions of mortgagees. To my mind, it comes down to one vital step the federal government will need to take. Continue…
by Roger Montgomery Posted in Market commentary.
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Polen Capital February 2022 Client Update
Polen Capital
February 8, 2022
Polen Capital’s Paul Williams hosts this Polen Perspective conversation with Damon Ficklin and Rob Forker to discuss topical share market events and convey the team’s latest thinking recorded exclusively for Australian investors. Continue…
by Polen Capital Posted in Polen Capital.
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A closer look at REA Group’s half year results
Roger Montgomery
February 7, 2022
At $135.00 on 27 January, REA Group’s (ASX:REA) share price had fallen almost a quarter from its high of $176.81 in November 2021. The move demonstrates even high-quality company shares can succumb to the vagaries of sentiment, especially when investors abandon long-term investing plans in favour of short-term fears about where share prices might land tomorrow or next week. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Property, Stocks We Like.
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Mining is a long game, especially when rehabilitation is considered
David Buckland
February 7, 2022
Energy Resources of Australia (ASX:ERA) floated on the ASX in mid-1980 in what was at the time the largest ever public float in Australian history. A year later the first drum of uranium oxide was produced and the Ranger uranium mine in Kakadu was officially opened in October 1981. Continue…
by David Buckland Posted in Energy / Resources.
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It’s not all about Facebook. Amazon stock up 14 per cent in US aftermarket
Roger Montgomery
February 4, 2022
All the news today is about the record one-day slide in the share price of Facebook, now rebranded Meta. But not all technology companies are doing it tough. Indeed, after the market closed overnight, Amazon just reported its fourth quarter result with the share price jumping 14 per cent initially. Continue…
by Roger Montgomery Posted in Companies, Polen Capital, Stocks We Like.
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Accessing Montgomery’s funds through a platform
Scott Phillips
February 4, 2022
During this most recent pull back in equity markets, we have received a number of calls from investors who have enquired as to what platforms Montgomery’s suite of funds are available on. Now many people may be asking what a “platform” is and what do they do. Continue…
by Scott Phillips Posted in Investing Education.
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How will companies fare this reporting season?
Joseph Kim
February 3, 2022
February is here once again, and with that another reporting season. Conditions for this February reporting season are materially different to the ones faced by investors back in August. While we were in the midst of lockdowns in Sydney and Melbourne, the June 2021 period just passed represented a robust set of operating conditions as economies were roaring from re-opening and fiscal stimulus, we had a manageable COVID-19 situation (B.O – before Omicron) and “supply chain disruptions” weren’t really a thing. Continue…
by Joseph Kim Posted in Companies.
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