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Should BHP pay big dividends, or buy back its shares?
Joseph Kim
February 16, 2022
After a bumper six months, BHP (ASX:BHP) is awash with cash. And it will soon be rewarding its shareholders. In its recent results announcement, the big Australian miner said it will pay a record interim dividend of US$1.50 per share. But are shareholders better off with a big dividend or a share buy-back? Continue…
by Joseph Kim Posted in Companies, Energy / Resources.
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Inflation, interest rates and equities: the big question
Roger Montgomery
February 16, 2022
In this video Roger addresses the question on all investors’ minds around the interaction of inflation, short term interest rates and equities. If consensus expectations of inflation and interest rates are wrong this presents a great opportunity to purchase stocks whose PEs have contracted. Continue…
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Despite the share price fall, IDP Education’s future is looking bright
Roger Montgomery
February 14, 2022
IDP Education (ASX:IEL) has just reported its half-year results, which came in below market expectations, largely due to COVID-related restrictions. The initial market reaction was quite severe, pushing the share price well below its November 2021 high. IDP has a solid pipeline of leads and, with borders reopening, the future is looking bright. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Why Polen Capital has pivoted from PayPal to SAP, Amazon and Netflix
David Buckland
February 11, 2022
Following PayPal’s change in business strategy, disappointing 2022 guidance and retreating from elements of their long-term thesis provided less than a year ago, the Polen Capital Global Growth Fund has exited its position in PayPal. Continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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Where to find growth in 2022
Andreas Lundberg
February 10, 2022
With the first reporting season for the year now upon us, investors should have a good idea of what to expect in 2022. With the worst of the pandemic (hopefully) behind us, the end of lockdowns and border closures, one thing we are likely to see this year is a changing of the guard on the ASX. That’s certainly reflected in the estimated earnings per share growth for each sector, released by JP Morgan. Continue…
by Andreas Lundberg Posted in Market commentary.
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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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