Since the COVID-19 crash, we’ve written a number of posts reflecting our view that a boom in Mergers and Acquisitions would continue, that 2022 has all the hallmarks of another positive year for asset prices – particularly quality equities like those owned in both the Montgomery and Polen Funds –and the search for income would prompt a frenzy of acquisition activity in the infrastructure space and among entities producing steady, reliable and even boring income. Continue…

by Roger Montgomery Posted in Companies, Stocks We Like.

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Cloud gaming, sometimes called gaming on demand or gaming-as-a-service, is the future for gaming and computing and Pentanet (ASX:5GG) will soon be launching GeForce NOW – American multinational technology company NVIDIA’s premiere cloud-based game streaming service powered by Pentanet. Continue…

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

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In this Buy Hold Sell episode on LiveWire I joined James Marlay and Simon Conn to discuss five stocks upgrading their earnings. Over the past 18 months, despite the seemingly endless lockdowns, some companies fought back with earnings surprisingly upbeat.

by Roger Montgomery Posted in Editor's Pick, On the Internet.

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The reliance of many Australian industries on cheap imported labour is highlighted by a recruitment drive currently underway in the UK to entice 500 hospitality workers with the promise of free flights, drinking and dining vouchers, and paid hotel quarantine. But is this reliance on foreign workers in the national interest? Or, given the high unemployment rate, would it be better to attract local workers by paying them more? Continue…

by Andreas Lundberg Posted in Editor's Pick, Market commentary.

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Pentanet (ASX:5GG) is a Perth-based micro-cap in the telco and cloud gaming space. Pentanet is passionate about high-speed internet and delivers the largest fixed wireless network in Perth. The company uses owns their own network which allows larger margins and provides a higher quality of service to its users. Continue…

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

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In a recent webinar to discuss the August reporting season, I was asked to provide thoughts on questions about the bank stocks. In my second post, I am covering: What is approximately the cost of funds gap between say the big banks and the small banks?

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by Stuart Jackson Posted in Financial Services.

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The COVID-19 pandemic has hit the cruise industry hard, with hundreds of ships forced to sit idle at docks around the world. Needless to say, the market valuations of cruise ship firms have plunged. But all that is about to change. Bookings are surging once again as global travel reawakens. Which is why I think cruising businesses, like Carnival and Royal Caribbean, could be a once-in-a-generation investment opportunity. Continue…

by Roger Montgomery Posted in Companies.

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When David Polen established Polen Capital in 1979, I’m sure he could not have dreamed of an organisation that in 2021 is staff owned, with US$73 billion of funds under management, which comprises three strategies being run by three dedicated teams from three locations – Large Company Growth out of Boca Raton Florida, Small Company Growth out of Boston and Emerging Markets Growth out of London. Continue…

by David Buckland Posted in Companies, Polen Capital, Stocks We Like.

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