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What bicycle prices tell us about today’s inflation numbers
Roger Montgomery
December 5, 2021
In a sign that inflation may be stickier than once thought, Federal Reserve Chairman, Jerome Powell, no longer describes it as ‘transitory’. And if you’ve been shopping for a bicycle of late, you’d probably agree. This is highlighted in a recent story by The Wall Street Journal, which gives a fascinating insight into the impact on prices of pandemic-inspired goods demand, and supply chain bottlenecks. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Non-banks capitalise on the big banks’ flight to quality
Stuart Jackson
December 3, 2021
When it comes to home lending, most of the attention is put on the big four banks. But what about the non-bank lenders like Liberty Financial, Resimac, Pepper Money and AFG? It seems they are faring pretty well, and picking up new customers as the majors re-set their focus on the highest quality borrowers. Continue…
by Stuart Jackson Posted in Companies, Financial Services.
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Ausbiz with Equity Mates: Watchlist Wednesday – from shoes to storage units
Roger Montgomery
December 2, 2021
Roger joined Alec Renehan and Bryce Leske from Equity Mates on Ausbiz for watchlist Wednesday. In this episode Roger discusses four stocks for your watchlist and why he likes them. Including National Storage REIT, Waypoint REIT, Macquarie Telecom and Accent Group. Markets are really good at overestimating the short term but underestimating the long term prospects of some companies and these companies are proof of that. Watch here. Continue…
by Roger Montgomery Posted in TV Appearances, Value.able.
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The quality quotient in long-term alpha
Polen Capital
December 2, 2021
Investors are generally taught that highly concentrated portfolios mean taking on more risk, but that may not always be the case. In Polen Capital’s experience, the perceived risk of holding a concentrated portfolio can be offset by owning high-quality investments. By owning a concentrated portfolio containing only the highest quality companies, investors can potentially take meaningfully less risk than the market while generating greater long-term performance. Continue…
by Polen Capital Posted in Polen Capital.
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Ausbiz with Equity Mates: What we learnt from AGM season
Roger Montgomery
December 1, 2021
Roger joined Alec Renehan and Bryce Leske from Equity Mates on Ausbiz to discuss the thee key learnings from the recent AGM season. Results were generally better than expected, although margins have come under pressure in some areas and the retail sector has experienced a subdued start to FY22. Roger also identifies companies which stood out. Watch here.
by Roger Montgomery Posted in TV Appearances.
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Why we invest in both petrol stations and the EV revolution
Roger Montgomery
December 1, 2021
Despite the world speeding along on the road to electrification, we think the humble petrol station will still be needed for some years to come, particularly here in Australia. Which is why the Montgomery Small Companies Fund has invested in both Waypoint REIT (ASX:WPR), and mining companies producing the lithium that goes into electric vehicles batteries. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Ausbiz with Equity Mates: Inflation: friend or foe?
Roger Montgomery
November 30, 2021
Roger joined Alec Renehan and Bryce Leske from Equity Mates on Ausbiz to discuss the recent investor fears around inflation. Should investors be concerned now that the CPI in the United States has risen by more than 6 per cent in the past year? In this episode Roger identifies how to position your portfolio around all the news of inflation. Watch here.
by Roger Montgomery Posted in TV Appearances.
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The heat map: stick with high quality businesses with excellent growth prospects
David Buckland
November 30, 2021
The US-centric Polen Focus Growth Fund (not currently available for Australian investors) is coming around for its 33rd anniversary and in the period to 30 September 2021 it has delivered returns approaching 16 per cent per annum (gross), outperforming the S&P 500 by 4.8 per cent per annum. Continue…
by David Buckland Posted in Polen Capital.
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