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How strong is the demand for Electric Vehicles?
Roger Montgomery
April 7, 2022
In this week’s video insight Roger discusses the decarbonisation investment theme and the small cap beneficiaries of the electric vehicle revolution. Some companies in this theme include Pilbara Minerals, Mineral Resources, IGO, Allkem and Aeris Resources. Is all of the good news already factored into these prices? Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
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Shipping firms profit from the supply chain crisis
Andreas Lundberg
April 6, 2022
The global supply chain crisis caused by COVID-19 has significantly increased the cost and time it takes to ship goods. This has been bad news for some businesses – particularly those that find it difficult to pass on rising costs. But the crisis hasn’t been bad for everyone. For the world’s major container shipping companies and freight forwarders, it’s meant rising profits and soaring share prices. Continue…
by Andreas Lundberg Posted in Companies, Consumer discretionary.
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- POSTED IN Companies, Consumer discretionary.
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Hey Big Super – will there be more offers for Uniti Wireless?
Gary Rollo
April 5, 2022
There is an auction process (of sorts) happening for Uniti Wireless (ASX:UWL), and it appears contested with two interested parties emerging to date. Should there be more? Continue…
by Gary Rollo Posted in Companies, Stocks We Like.
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How Polen Capital invest across the growth spectrum
Polen Capital
April 4, 2022
In this video extract from our recent webinar, Polen Capital’s Damon Ficklin shares how the Polen Capital team construct their portfolios using the strategy of investing across the growth spectrum. To achieve a mid-teens earnings per share growth target, they look at a range of different types of growth companies across this spectrum. Damon shares two examples of companies in the Polen Capital Global Growth Fund including Adobe and Siemens Healthineers and their investment thesis. Continue…
by Polen Capital Posted in Companies.
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Earnings growth is becoming a priority
Roger Montgomery
April 1, 2022
Over the years I have often sat alongside guests on a TV or radio panel and heard them conclude the easy gains have been made. For the first time in many years I agree. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Market commentary, Stocks We Like.
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Investors going nuclear!
Roger Montgomery
March 31, 2022
The broad acceptance of the Australian government’s decision to invest in nuclear powered submarines reflects a broader shift in thinking on the subject of nuclear power, its costs and benefits. Meanwhile the rest of the world is experiencing a nuclear power renaissance amid an energy crisis, fuelled by (pun intended) gas and coal shortages, particularly across Europe. Continue…
by Roger Montgomery Posted in Energy / Resources.
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- POSTED IN Energy / Resources.
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Opposing forces currently affecting the share-market
David Buckland
March 30, 2022
In this week’s video insight David discusses how the current confusing market conditions have most investors sitting on their hands watching it play out, although domestic and international super-funds, infrastructure funds and private equity groups will be using this market confusion to make proposals and takeovers bids for more interesting relatively secure cashflow plays. David discusses the current take-over proposals for Uniti Group and why we see the business in a beneficial position. Continue…
by David Buckland Posted in Companies, Stocks We Like, Video Insights.
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More Chinese property woes spell bad news for iron ore miners
Andreas Lundberg
March 29, 2022
Two recent news items on the problems besetting China’s Evergrande Group tell me that things are going from bad to worse for China’s second largest property developer. And Evergrande’s woes are not an isolated case – signs of distress are starting to emerge at other Chinese developers too. And that’s bad news for our iron ore miners, as property construction accounts for about 42 per cent of Chinese steel demand. Continue…
by Andreas Lundberg Posted in Global markets, Property.
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- POSTED IN Global markets, Property.
