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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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A closer look at REA Group’s half year results
Roger Montgomery
February 7, 2022
At $135.00 on 27 January, REA Group’s (ASX:REA) share price had fallen almost a quarter from its high of $176.81 in November 2021. The move demonstrates even high-quality company shares can succumb to the vagaries of sentiment, especially when investors abandon long-term investing plans in favour of short-term fears about where share prices might land tomorrow or next week. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Property, Stocks We Like.
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Mining is a long game, especially when rehabilitation is considered
David Buckland
February 7, 2022
Energy Resources of Australia (ASX:ERA) floated on the ASX in mid-1980 in what was at the time the largest ever public float in Australian history. A year later the first drum of uranium oxide was produced and the Ranger uranium mine in Kakadu was officially opened in October 1981. Continue…
by David Buckland Posted in Energy / Resources.
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It’s not all about Facebook. Amazon stock up 14 per cent in US aftermarket
Roger Montgomery
February 4, 2022
All the news today is about the record one-day slide in the share price of Facebook, now rebranded Meta. But not all technology companies are doing it tough. Indeed, after the market closed overnight, Amazon just reported its fourth quarter result with the share price jumping 14 per cent initially. Continue…
by Roger Montgomery Posted in Companies, Polen Capital, Stocks We Like.
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