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Ramsay Health Care set to benefit as the world opens up
Andreas Lundberg
September 2, 2021
The COVID-19 pandemic has dented the profits of Ramsay Health Care (ASX: RHC), Australia’s multinational healthcare provider and hospital network. The good news is that earnings are growing again across key regions as lockdowns and restrictions start to ease. And an increased final dividend signals that the company expects a better year ahead. Continue…
by Andreas Lundberg Posted in Companies, Health Care, Stocks We Like.
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What’s in a global equity benchmark?
Scott Phillips
September 1, 2021
The MSCI (Morgan Stanley Capital International) organisation is arguably the best know provider of global equity indexes and provide an excellent insight into the investable equity markets around the world. The MSCI indexes are market cap-weighted indexes, which means stocks are weighted according to their market capitalisation—calculated as stock price multiplied by the total number of shares outstanding. Continue…
by Scott Phillips Posted in Global markets, Polen Capital.
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Why unfettered capitalism is failing us
Roger Montgomery
August 31, 2021
One of the seemingly inevitable consequences of capitalism is the increasing concentration of market power in the hands of fewer and fewer large corporations. This issue was raised in a recent speech by ACCC Chair, Rod Sims, who noted the many ways in which increasing market power is adversely impacting Australian society. In his speech, Mr Sims also stated what I have long been advocating: governments need to do something about it. Continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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Why Polen Capital expect mid to high-teens EPS growth from Mastercard
Roger Montgomery
August 30, 2021
Mastercard (NYSE:MA) is the second largest processor of debit and credit transactions globally behind Visa. It has a market capitalisation of US$354 billion and is a top 10 holding in the Polen Capital Global Growth Fund. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Polen Capital, Stocks We Like.
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Lovisa and Universal Store keep delivering for our funds
Roger Montgomery
August 26, 2021
Australian jewellery chain, Lovisa, and fashion retailer, Universal Store, have just reported their FY21 results. Both businesses lived up to our expectations, particularly given the rollercoaster year just gone. It was further endorsement of our decision to include these businesses in our funds. Continue…
by Roger Montgomery Posted in Companies, Consumer discretionary, Stocks We Like.
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Why I think Scentre Group shares are still good value
Andreas Lundberg
August 26, 2021
In March 2020, during the COVID-19 sell-off, the share price of shopping mall company, Scentre Group (ASX:SCG), hit a low of $1.51. It’s been a bumpy ride since then, with more lockdowns, but the share price has recovered nicely. And the company’s FY21 results paint a picture of a business in reasonable shape and still trading at a steep discount to the value of its net tangible assets. Continue…
by Andreas Lundberg Posted in Companies, Stocks We Like.
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After a record year, what next for Adairs?
Stuart Jackson
August 25, 2021
As with many other discretionary retailers, FY21 proved to be a bumper year for homewares and online furniture retailer, Adairs (ASX: ADH). The company enjoyed record sales growth and operating margins. But there are already signs that FY22 will not be as easy. Continue…
by Stuart Jackson Posted in Companies, Consumer discretionary, Stocks We Like.
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SAP – a global powerhouse
Roger Montgomery
August 24, 2021
Founded in 1972 and headquartered in Germany, SAP is one of the world’s largest providers of fully integrated enterprise resource planning (ERP) software, including finance, sales, accounting, human resources and supply chain management and perhaps most importantly, 77 per cent of the world’s transactions hit a SAP system. Continue…
by Roger Montgomery Posted in Companies, Polen Capital, Stocks We Like.
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